{"id":48164,"date":"2025-03-19T00:16:49","date_gmt":"2025-03-18T23:16:49","guid":{"rendered":"https:\/\/ohmycad.com\/1-control-access-rights-in-3dexperience\/"},"modified":"2025-03-19T00:16:49","modified_gmt":"2025-03-18T23:16:49","slug":"1-control-access-rights-in-3dexperience","status":"publish","type":"post","link":"https:\/\/ohmycad.com\/en\/1-control-access-rights-in-3dexperience\/","title":{"rendered":"1. Control access rights in 3DEXPERIENCE"},"content":{"rendered":"<h3>Introduction<\/h3>\n<p style=\"text-align: justify;\">Deciding how design content will be organized, and who can access it and when, is an important part of preparing for the 3DEXPERIENCE platform.<\/p>\n<p>This applies not only to large companies implementing a formal publishing and change control process, but also to smaller design teams just starting to use product review and lifecycle features.<\/p>\n<p>Most users are used to the folder structure of Windows, and it&#8217;s important to understand how to work with 3DEXPERIENCE&#8217;s bookmark editor to stay organized.<\/p>\n<h3>Step 1: Manage access to collaborative spaces<\/h3>\n<h4>1. Access collaborative spaces with 3DSpace<\/h4>\n<div class=\"hs-callout-type-note\" data-hs-callout-type=\"note\">\n<p style=\"text-align: justify;\">Definition: All files uploaded to 3DEXPERIENCE are stored in a so-called collaborative space. A collaborative space allows you to<strong> control who has access to the content it contains<\/strong>. &nbsp;<\/p>\n<\/div>\n<p style=\"text-align: justify;\">Collaborative spaces are managed using the<strong>&#8220;3DSpace<\/strong>&#8221; application.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" alt=\"1-Apr-22-2024-12-51-02-9119-PM\" class=\"hs-image-align-center\" height=\"312\" style=\"height: auto; width: 288px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/1-Apr-22-2024-12-51-02-9119-PM.jpg\" width=\"288\" loading=\"lazy\"><\/p>\n<p style=\"text-align: justify;\">By default, every new 3DEXPERIENCE platform is preconfigured with a collaborative space called<strong>&#8220;Common Space<\/strong>&#8220;. All new users added to the platform are automatically added here. <\/p>\n<h4 style=\"text-align: justify;\">2. Create a collaborative space<\/h4>\n<p style=\"text-align: justify;\">It may be a good idea to create a new collaborative space to store your design, to ensure that your <strong>intellectual property is preserved<\/strong> when you invite new members onto your 3DEXPERIENCE platform.<\/p>\n<div class=\"hs-callout-type-tip\" data-hs-callout-type=\"tip\">\n<p style=\"text-align: justify;\">Tip: it&#8217;s advisable to create collaborative workspaces only when content-specific access control is required. One is usually enough! <strong>The more you create, the more complex it becomes<\/strong>. <\/p>\n<\/div>\n<p style=\"text-align: justify;\">You can create a new collaborative space by defining the title and description, as well as the visibility of the content for other platform users.<img decoding=\"async\" alt=\"2-Apr-22-2024-12-55-02-1259-PM\" class=\"hs-image-align-center\" height=\"161\" style=\"height: auto; width: 688px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/2-Apr-22-2024-12-55-02-1259-PM.jpg\" width=\"688\" loading=\"lazy\"><\/p>\n<p><img decoding=\"async\" alt=\"3-Apr-22-2024-01-00-12-5794-PM\" class=\"hs-image-align-center\" height=\"318\" style=\"height: auto; width: 466px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/3-Apr-22-2024-01-00-12-5794-PM.jpg\" width=\"466\" loading=\"lazy\"><\/p>\n<p>There are 3 types of content visibility:<\/p>\n<ol>\n<li><strong>Private <\/strong>&#8211; Content visible only to members of the collaborative space. Recommended for projects where design content must be restricted to those working on the project. <\/li>\n<li><strong>Protected <\/strong>&#8211; Only content in the Distributed and Obsolete maturity states will be visible to all platform users within the company.<\/li>\n<li><strong>Public <\/strong>&#8211; Visibility of all content for all corporate users, regardless of maturity status. Recommended for standard parts and libraries. <\/li>\n<\/ol>\n<h4>3. Add members to the collaborative space<\/h4>\n<p style=\"text-align: justify;\">Select the collaborative space and add users.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" alt=\"4-Apr-23-2024-10-09-51-9971-AM\" class=\"hs-image-align-center\" height=\"190\" style=\"height: auto; width: 688px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/4-Apr-23-2024-10-09-51-9971-AM.jpg\" width=\"688\" loading=\"lazy\"><\/p>\n<div class=\"hs-callout-type-note\" data-hs-callout-type=\"note\">\n<p style=\"text-align: justify;\">Note: Each newly added user is assigned a role which determines his or her access rights to the collaborative workspace: adding new files, modifying existing files or viewing only. There are different types of role: <\/p>\n<ul style=\"text-align: justify;\">\n<li style=\"text-align: justify;\"> <strong> Contributor<\/strong>: provides read-only access to files<\/li>\n<li style=\"text-align: justify;\"><strong>Author <\/strong>: allows you to edit your own files; cannot distribute or delete other contributors&#8217; content<\/li>\n<li style=\"text-align: justify;\"><strong>Responsible<\/strong>: allows a user to broadcast content<\/li>\n<li style=\"text-align: justify;\"><strong>Owner <\/strong>: allows a user to administer the collaborative space, including adding or deleting users.<\/li>\n<\/ul>\n<\/div>\n<div>\n<h4 style=\"text-align: justify;\">4. Advanced settings<\/h4>\n<ul>\n<li style=\"text-align: justify;\"><strong>Option 1<\/strong>: By default, all users can create collaborative workspaces. This can quickly become cumbersome. We recommend restricting the creation of new collaborative workspaces to platform administrators. This behavior is controlled by the<strong>&#8220;Allow all new users to create a collaborative space<\/strong>&#8221; option.   <\/li>\n<li style=\"text-align: justify;\"><strong>Option 2<\/strong>: By default, the Manager and Owner roles are combined. They can be dissociated by selecting the<strong>&#8220;Combine manager and owner<\/strong>&#8221; option (recommended for large companies). <\/li>\n<\/ul>\n<p><img decoding=\"async\" alt=\"5-Apr-23-2024-10-23-06-1033-AM\" class=\"hs-image-align-center\" height=\"275\" style=\"height: auto; width: 688px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/5-Apr-23-2024-10-23-06-1033-AM.jpg\" width=\"688\" loading=\"lazy\"><\/p>\n<h3>Step 2: Choosing your collaborative space on SOLIDWORKS and 3DEXPERIENCE applications<\/h3>\n<h4>On SOLIDWORKS :<\/h4>\n<p><img decoding=\"async\" alt=\"6-Apr-23-2024-10-43-27-3696-AM\" class=\"hs-image-align-left\" height=\"129\" style=\"height: auto; width: 352px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/6-Apr-23-2024-10-43-27-3696-AM.jpg\" width=\"352\" loading=\"lazy\"><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-size: 1rem;\">The choice of collaborative space is made when you save. So you can be sure that your files will land on the right space. <\/span><\/p>\n<\/div>\n<div>\n<h4>On CATIA and other applications :<\/h4>\n<p><img decoding=\"async\" alt=\"7-Apr-23-2024-10-47-38-5885-AM\" class=\"hs-image-align-left\" height=\"145\" style=\"height: auto; width: 333px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/7-Apr-23-2024-10-47-38-5885-AM.jpg\" width=\"333\" loading=\"lazy\"><\/p>\n<p style=\"text-align: justify;\">The choice is made as soon as the application is opened.<\/p>\n<p style=\"text-align: justify;\">&nbsp;<\/p>\n<p style=\"text-align: justify;\">&nbsp;<\/p>\n<p style=\"text-align: justify;\">For more information on backup, please see our articles: <a href=\"https:\/\/hub.xdinnovation.eu\/knowledge\/bases-de-sauvegarde-avec-solidworks\" target=\"_blank\" rel=\"noopener\">Backup basics for SOLIDWORKS<\/a>, <a href=\"https:\/\/hub.xdinnovation.eu\/knowledge\/bases-de-la-sauvegarde-avec-catia-3dexperience\" target=\"_blank\" rel=\"noopener\">Backup basics for CATIA<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-size: 1.375rem; font-weight: bold;\">Step 3: Create folders to organize your files<\/span><\/p>\n<\/div>\n<h4>1. Creating folders with Bookmark Editor<\/h4>\n<p>Collaborative spaces are not designed to be used as folders.<\/p>\n<p>Bookmark Editor is the main application you&#8217;ll be using. Bookmark Editor lets you <strong>create folders and sub-folders, just like in Windows<\/strong>. <\/p>\n<p><img decoding=\"async\" alt=\"8-3\" class=\"hs-image-align-center\" height=\"335\" style=\"height: auto; width: 688px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/8-3.jpg\" width=\"688\" loading=\"lazy\"><\/p>\n<div class=\"hs-callout-type-tip\" data-hs-callout-type=\"tip\">\n<p style=\"text-align: justify;\">Tip: Bookmarks retrieve all references (there&#8217;s a &#8220;+&#8221; icon next to components), so there&#8217;s no need to save ALL your components in the same bookmark. Just save what you need for quick access! <\/p>\n<p>In general, it&#8217;s the root assembly, and possibly the drawings.<\/p>\n<\/div>\n<div>&nbsp;<\/div>\n<h4>2. Share folders with other users<\/h4>\n<div style=\"text-align: justify;\">Bookmarks in collaborative spaces can be <strong>shared with other users<\/strong>. Simply right-click on a bookmark and share it. <\/div>\n<div>&nbsp;<\/div>\n<p><img decoding=\"async\" class=\"hs-image-align-none\" style=\"height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Aug-25-2023-10-45-34-5649-AM.png\" loading=\"lazy\"><\/p>\n<p>By default, new bookmarks are set to<strong>&#8220;In Process&#8221;<\/strong> status, making them visible to all members of the collaborative space.<\/p>\n<p>To make a bookmark visible only to its creator, set the maturity status to<strong>&#8220;Draft<\/strong>&#8221; using the<strong>&#8220;Lifecycle<\/strong>&#8221; command in the bookmark editor toolbar.<\/p>\n<p><img decoding=\"async\" class=\"hs-image-align-center\" style=\"height: auto;\" src=\"https:\/\/dspart005-eu1-partners-3dswym.3dexperience.3ds.com\/api\/media\/streammedia\/id\/mh2-ONIARIS9BDUuWgJRkw\/type\/picture\/key\/o1\/update\/07139a2c724e4035e45c9ef39884110b\" loading=\"lazy\" data-status=\"Reloaded\" data-to-width=\"742\" data-crop=\"1\" data-type=\"MediaNoPicture\" data-is-link=\"false\" data-media-type=\"picture\" data-content-type=\"media\" data-content-id=\"mh2-ONIARIS9BDUuWgJRkw\" data-media-id=\"mh2-ONIARIS9BDUuWgJRkw\" data-to-height=\"553\" data-height-to-display=\"128\" data-width-to-display=\"740\" data-sprite-key=\"o1\" data-sprite-type=\"1\" data-fingerprint=\"07139a2c724e4035e45c9ef39884110b\"><\/p>\n<h4>3. Delete bookmarks and files<\/h4>\n<p>The delete command is divided into two parts: <strong>Delete <\/strong>and <strong>Remove<\/strong>.<\/p>\n<p><img decoding=\"async\" alt=\"9-3\" class=\"hs-image-align-center\" height=\"107\" style=\"height: auto; width: 291px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/9-3.jpg\" width=\"291\" loading=\"lazy\"><\/p>\n<div class=\"hs-callout-type-caution\" data-hs-callout-type=\"caution\">\n<ul>\n<li style=\"text-align: justify;\"><strong>Remove <\/strong>: the file will be removed from the bookmark, but will still be present in the collaborative space where it was saved.<\/li>\n<li style=\"text-align: justify;\"><strong>Delete <\/strong>: the file is removed from the bookmark and its collaborative space<\/li>\n<\/ul>\n<\/div>\n<p style=\"text-align: justify;\">These two commands can also be applied to bookmarks. On the other hand, if a bookmark contains a file used in other places, deletion will be blocked, so you&#8217;ll need to use the<strong>&#8220;Remove<\/strong>&#8221; command. <\/p>\n<div>&nbsp;<\/div>\n<h3><strong>Summary<\/strong><\/h3>\n<p style=\"text-align: justify;\">It is essential to organize and control access to content.<br \/>Collaborative spaces manage security and access, while bookmarks offer a familiar organization of design content in folder form.<\/p>\n<p>It is not necessary to save all components in the same bookmark, simply use the<strong>&#8220;Expand Structure<\/strong>&#8221; button to navigate and open the structure.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Deciding how design content will be organized, and who  &#8230;<\/p>\n","protected":false},"author":283,"featured_media":0,"comment_status":"","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[341],"tags":[],"class_list":["post-48164","post","type-post","status-publish","format-standard","hentry","category-3dx-spot"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>1. 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