Members: Getting Started
Your Module Journey
Working with Tasks and Other Platform Members
Getting Started
What We'll Cover
1 — Your First Steps as a Member
2 — Step by Step Guide for Creating Your Account
3 — Setting Up for Success
Important
You'll need to be sure you have successfully activated
Recommended
Follow along with this module to fully unlock its features
1. Get Started as a Member
First Steps as a Cloud Services Member
Your organization has decided to use Cloud Services, and that’s a good thing. Don’t worry — we’re going to help make getting started a painless process. The first step is to activate and install a couple things.
The steps you’ll take are different, depending on whether you’re an Administrator (the first or only user from your organization to sign up) or a Member (everyone else). We’ll just be talking to the Members here.
If you’re going to serve as the Administrator, hop over to the admin journey.
If you’re not serving as an Administrator for your organization, here are your first steps for installing and activating Cloud Services.
Step 1: Accepting Your Cloud Services Invitation
You should have received an email inviting you to join the 3DEXPERIENCE platform. In the email, click the link that says “Launch your 3DEXPERIENCE platform.” If you have not received this email, check with your Administrator to see if they have added you.
Step 2: Creating your Cloud Services account
You’ll be taken to a login screen. This video will walk you through how to use an existing SOLIDWORKS login or create a new platform login to begin using Cloud Services.
Create your profile
on 3DEXPERIENCE platform
Step 3: Installing the software
Follow the steps in this video to install SOLIDWORKS Connected. You’re now ready to move on to “Setting Up for Success as a Member.”
Collaborative Designers for SOLIDWORKS
Installing the Design with SOLIDWORKS
Setting Up for Success as a Member
There are a few more steps you might want to take as you’re getting started with Cloud Services:
1.
Getting to know your 3DEXPERIENCE dashboard
2.
Learning how to store, find and organize your design data
3.
Learning how to use tasks to manage the project lifecycle
Get to Know the 3DEXPERIENCE Dashboard
Take a quick tour of the dashboard you’ll land on after signing in to 3DEXPERIENCE, including:
- Welcome or Design Tab
- Content tab
- Tasks tab
- Communities tab
Store, Find, and Organize Your Design Data
The combination of secure and accessible is music to a 3D design professional's ears, which means this learning curve has a significant payoff. Learn how to store, find, and organize your designs in the Cloud.
Store Your Designs in the Cloud
3DEXPERINCE Works
Store Your Designs on the Cloud
Learn how to save, find, and open your designs using the 3DEXPERIENCE platform, all without leaving SOLIDWORKS. You will also learn how to improve your productivity by accessing your designs directly from the web.
Organize and Find Your Designs in the Cloud
Learn how to manage your design content using the 3DEXPERIENCE platform.
Use Tasks to Manage the Project Lifecycle
The Collaborative Tasks app can be found on the Tasks tab of your default SOLIDWORKS Cockpit Dashboard. In the videos below, you can see the Collaborative Designer for SOLIDWORKS cockpit—including how to comment back to the assigner, access attachments, and update your completion status.
Create and Assign Tasks Using Collaborative Tasks App
Create and Assign Tasks
Using Collaborative Tasks App
Working with Tasks and Other Platform Members
Working with Tasks and Other Platform Members
Using Collaborative Tasks App
2. Next Steps
Share & Markup 101
You’re ready to say goodbye to cumbersome email attachments, and we’re ready to teach how Cloud Services make it possible.
Store & Revise 101
You’ve seen one too many files overwritten and lost to collaboration void, and you’re ready to learn how Cloud Services can help.
Manage & Control 101
You’d prefer if your change action forms weren’t buried in a filing cabinet, and are interested in a new normal.
How Can We Help You?
Activate
Ready to dive into Cloud Services? You’re just a few small steps away from activation. Let us walk you through them.
Learn
Want to learn more about the tools? Dedicated resources for each are waiting for you. Learn more about them now.
Try It Out
You’ve seen enough, and are ready to embark on your Cloud Services journey. Log into your 3DEXPERIENCE and follow the steps.