Creating and Using User Groups on the 3DEXPERIENCE Platform

Creating User Groups on your 3DEXPERIENCE Platform is something you can do to save a lot of time when making assignments.

First let’s take a look at creating a User Group.

If you are a platform administrator, you will have access to an app from the compass called User Groups.  The easiest way to find it (or any role/app) is to search for it.

, Creating and Using User Groups on the 3DEXPERIENCE Platform

Once you have launched the app you can 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 you might create would be “Engineering”, “Shop Floor”, “Sales”, “Design Approvers”, etc.

, Creating and Using User Groups on the 3DEXPERIENCE Platform

Now, what do you use those user groups for?

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

, Creating and Using User Groups on the 3DEXPERIENCE Platform

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

, Creating and Using User Groups on the 3DEXPERIENCE Platform

Or even to set a group of “Approvers” in a ROUTE for a workflow/lifecycle.

, Creating and Using User Groups on the 3DEXPERIENCE Platform

Where else can you use User Groups to save time? Practically anywhere that you would normally search/type in a user’s name!

Randy Simmons
Sr. Application Engineer, Strategic Solutions
Computer Aided Technology

 

 

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