How to Create User Groups on the 3DEXPERIENCE Platform

Article by Randy Simmons on Jul 05, 2023

Creating User Groups on the 3DEXPERIENCE Platform can help save time when assigning roles, sharing dashboards, sharing files, and more. 

Creating a User Group

First, access the app from the compass called User Groups. The easiest way to find it (or any role/app) is to search for it.

How to Create User Groups on the 3DEXPERIENCE Platform

Once the app has launched, hit the New Group button to create a new group, and then use the Add Member button to start adding users to the group. 

Examples of groups one might create are “Engineering”, “Shop Floor”, “Sales”, “Design Approvers”, etc.

Add New Users to New Groups on the 3DEXPERIENCE Platform

What Are User Groups for?

  • Assigning roles to a group rather than one user at a time.

    Assigning Roles to a Group on 3DEXPERIENCE

  • Sharing a Dashboard to a group rather than one user at a time.

    Share a Dashboard to 3DEXPERIENCE User Group Members

  • Setting a group of Approvers in a Route for a workflow/lifecycle.

    3DEXPERIENCE User Group Approvers

User Groups are a great way to save time and can be used practically anywhere. 

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About Randy Simmons

Randy Simmons in a Sr. 3DEXPERIENCE Specialist at GoEngineer.

View all posts by Randy Simmons