Getting Started with the 3DEXPERIENCE Platform

This guide is meant to get you up and running on your platform. In this guide, we’ll take a look at gaining access to your platform for the first time, as well as adding new users, and assigning them roles.

Before we dive in, first things first, you’ll need to be sure you have submitted your order for your 3DEXPRIENCE roles. Contact Solidxperts today if you need to submit an order or need a discovery call to find the right solution for your organization!

Topics covered in this guide:

Accepting the CLOSA & Activating your 3DEXPERIENCE platform
Adding Users and Assigning Roles

A cheat sheet just for you

To help you adopt your new 3DEXPERENCE platform, our team of Xperts has created this quick reference guide describing the user interface

Download Cheat sheet

Accepting the CLOSA & Activating your 3DEXPERIENCE platform

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Welcome to the 3DEXPERIENCE platform! I’m Mike from SolidXperts, and we’re here to make sure that you can get things started on the right foot.
Once your order has been processed by Dassault Systèmes, you’ll receive an email that looks like this:

It contains the steps you’ll need to follow, as well as a link to “Launch your 3DEXPERIENCE platform”.

Click this button and you’ll arrive at the 3DEXPERIENCE log-in page.

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If you already have an existing SOLIDWORKS or 3DEXPERIENCE ID, you can use those credentials to log-in. If not, just click to create one.

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Once you log in, you’ll be brought to a page with a prompt that looks like this:

Click the “Make Me Administrator” button to continue. Just be aware that the person that clicks this button will become the platform administrator and they will consume a 3DSwymer role.

This role will additionally be locked on the user for a period of 30 days.

It may take a minute for the platform to be set up, and then the CLOSA agreement will appear.

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Take your time to read through it, and when you’re ready, click the button to accept.

Congratulations! You’ve successfully activated your 3DEXPERIENCE platform. Check out the next video to learn how to invite members and assign them roles.

Adding Users and Assigning Roles

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Now that your platform is up and running, you’ll want to start inviting members and assigning them roles. This can be done in either the Member’s Management or Platform Management dashboard. This guide will be demonstrated with the Platform Management dashboard.

Click the Invite Members button and a window will appear that contains the steps that you need to follow.

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Members

User email: Enter the email of the users you would like to invite.

User rights: Choose the level of permission given to the invited users.

Member – Internal member of your organization that does not have access to admin settings.
Administrator – Administrator of the platform with access to all administrator settings (it is possible to have multiple administrators).
External – A member that is outside of your organization allowing for further restrictions.

Invitation Email language: Users will receive an email with information on accessing the platform in the selected language.

Personalized message: You can choose to include a custom message with an invitation email.

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Roles

As a default, all members will be automatically assigned the 3DSwymer role. You can choose to assign the license and restrict the usage of the role to this platform.

If you would like to assign additional roles to users (e.g. a role that contains SOLIDWORKS), click the empty box next to the desired role.

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If any of the roles require a prerequisite, you will be notified that granting this role will also grant the prerequisite role.

In this case, the Collaborative Industry Innovator role is a prerequisite for both 3DEXPERIENCE SOLIDWORKS and Collaborative Designer for SOLIDWORKS.

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Additional Apps

Depending on which roles you have access to, you may or may not have additional apps that can be assigned.

For example, if you have the 3DSwymer role, the SOLIDWORKS Add-in will allow for 3DDrive and Marketplace via SOLIDWORKS Desktop.

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Once you select ‘Invite’, all members that were included will receive an email with a link to access the platform.

You’re done! You and all your teammates should now have access to the 3DEXPERIENCE platform with the appropriate roles assigned.

Your First 3DDashboard

Use the Welcome App to access your first dashboard and browse 3DEXPERIENCE guides and tutorials according to your roles.

What is the 3DEXPERIENCE Platform?

Leverage the power of cloud-based 3D design and simulation applications, a digitally connected extended value network, and tools developed to support your entire product development lifecycle to deliver better products to market faster.

Find out more

Continue your 3DEXPERIENCE Journey

Useful links

Open New Possibilities for Your 3D Designs

Stay informed about the new SOLIDWORKS capabilities launching in July.

Visit SOLIDWORKS.com

Test your compatibility

Test your digital environment’s compatibility with the 3DEXPERIENCE platform on Cloud using this quick and easy Cloud Eligibility tool.

Visit SOLIDWORKS.com

Online Help

Discover 3DEXPERIENCE platform guides for each app, highlighting the latest features, What’s New, usage instructions, and valuable reference information.

Click Here

3DEXPERIENCE platform user’s community

Find tips, news, and documentation about the 3DEXPERIENCE platform.

Click Here

Welcome to the 3DEXPERIENCE platform On Cloud WIKI

Discover technical content, engage in discussions with peers, and exchange experiences while providing valuable feedback.

Click Here

3DEXPERIENCE platform on cloud LIVE status

Check the LIVE status of the 3DEXPERIENCE platform by region as well as upcoming maintenance schedules.

Click Here

Option 1: Upgrade to 3DEXPERIENCE SOLIDWORKS

Seamlessly transition from SOLIDWORKS Desktop to 3DEXPERIENCE SOLIDWORKS, and experience a new dimension of design and collaboration. With secure cloud data management, increased collaboration capabilities, and reduced IT administration, 3DEXPERIENCE SOLIDWORKS empowers your team to work smarter and faster.

Option 2: Upgrade to SOLIDWORKS TERM w/Cloud Services

Opt for SOLIDWORKS TERM with Cloud Services, a flexible and convenient option that combines the power of SOLIDWORKS with the benefits of cloud-based solutions. Say goodbye to traditional licensing hassles and welcome easy deployment and automatic updates for a seamless design experience.

Promotion Perks:

This promotion covers both Standalone and Network licenses (SNL), making it suitable for businesses of all sizes.
Take advantage of the promotion price and add as many new licenses (3DEXPERIENCE SOLIDWORKS or SOLIDWORKS TERM w/Cloud Services) as you need on the same Purchase Order, with no limit on extra seats.
Enjoy the promotion discount for 3 years, whether purchased annually or upfront.
Even after the promotion period, you’ll continue to benefit with a 25% discount on successive years.

Option 1: For licenses <1 year expired ( Pay 2 Years Forward Upfront )

Get back on track with SOLIDWORKS CAD w/Cloud Services. By paying upfront for the next two years, you not only regain access to the powerful features of SOLIDWORKS but also enjoy cloud services to boost collaboration and efficiency.

Promotion Perks:

No need to worry about backdating and penalties. We’ll waive them for you!
Regain access to your design projects and continue where you left off, without any interruptions.

Option 2: For licenses >1 year expired ( Pay 3 Years Forward Upfront )

If your license has been expired for over a year, we understand the urgency to get back in the game. With this option, you can secure SOLIDWORKS CAD ALC w/Cloud Services.

Promotion Perks:

Our team is here to support your reintegration process, and we’ll waive backdating and penalties for a smooth transition.
Take advantage of the comprehensive SOLIDWORKS suite and unleash your creativity with the latest tools and features.

SOLIDWORKS solutions

Additive manufacturing

Our services

Our products

ACADEMY

The road to CAD mastery is shorter than you think.

Blogs

Resources

Getting Started with the 3DEXPERIENCE Platform

A cheat sheet just for you

Accepting the CLOSA & Activating your 3DEXPERIENCE platform

1

2

3

4

Adding Users and Assigning Roles

1

2

3

4

5

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Your First 3DDashboard

What is the 3DEXPERIENCE Platform?