More and more organizations are moving to the 3DEXPERIENCE platform to streamline collaboration, improve data management, and connect their teams. One of the most important pieces of a successful rollout is understanding how Roles work, how they’re assigned, and how licensing is managed.

In this article, we’ll walk through the full lifecycle of Role management, from inviting members to your tenant to assigning Roles individually or by group.

Platform Administrator Access

The steps outlined below require you to be a 3DEXPERIENCE Platform Administrator for your company tenant.

If you don’t see the Platform Management or Members Management dashboards:

• Reach out to your internal 3DEXPERIENCE administrator, or

• If you are the admin and still can’t access them, contact your technical support team to help resolve the issue.

Members Control Center

Once you have the appropriate permissions, open the Members Control Center from:

• The Members Management Dashboard, or

• The Members tab within the Platform Management Dashboard

This is your main workspace for:

• Reviewing existing members

• Viewing available Roles and license counts

• Managing additional apps assigned to the tenant

Licensing Options (Before You Assign Roles)

Before assigning any Roles, it’s a good idea to review the licensing behavior for your tenant.

From the Members Control Center, select Configure Members Options.

There are two key settings to review:

1. License Expiration

We strongly recommend enabling Automatically ungrant expired roles from members or groups.
This ensures that:

• Roles are automatically removed when licenses expire

• Users don’t encounter access errors due to expired licensing

2. Invitations from Administrators

The option Allow administrators to grant roles without assigning automatically the associated license controls how external users access Roles:

• Enabled: external users can use their own licenses

• Disabled: licenses must come from your tenant

Taking a moment to configure these options upfront can prevent licensing issues down the road.

Understanding Member Role Assignments

To see how these settings affect a specific user:

1. Go back to Invite & Grant Roles

2. Select Details for a member

Each Role represents a purchased license and unlocks access to specific apps and capabilities.

Key options include:

Assign License:

• Enabled → license is consumed from your tenant
• Disabled → external user uses a license from another tenant

Restrict Usage to the Platform:

• Enabled → license can only be used on this tenant
• Disabled → license can be used across tenants

Assigning Roles to Members

To assign Roles:

1. Click View All to see every available Role

2. Use search if needed, by Role name or trigram (for example, UES for Collaborative Designer for SOLIDWORKS)

3. Set the licensing options for the Role

4. Select the checkbox to grant it

If a Role requires prerequisites, you’ll be prompted to add them automatically. Simply confirm to proceed.

Inviting New Members

Roles can also be assigned during the invitation process. You can invite users from:

• My Platform Control Center

• Members Control Center

Steps to Invite a Member:

1. Click Invite Member

2. Enter one or more email addresses

3. Choose user rights:

• Member
• Tenant Administrator (always a good idea to have a backup admin)
• External User

4. Optionally include a personal message

5. Click Next to select Roles

Choose the Roles to assign, review any prerequisite requirements, and configure licensing options if needed.

In the final step, select any available apps and click Invite to complete the process.

Requesting Roles (User-Initiated)

Users can also request Roles directly from the platform:

1. Open the Compass

2. Go to Company

3. Select a Role and click Request

The administrator will receive both a platform notification and an email.

Approving Role Requests:

1. Open the Members Control Center

2. Select Manage Requests

3. Open the request tile

4. Click Accept to grant the Role

Assigning Roles Using Groups

Groups are a powerful way to manage Roles at scale.

Creating a User Group:

1. Open the User Groups app (via the Compass)

2. Click Create Group

3. Enter a name and description

• Tip: name the group after the Role it will receive

4. Click Create

5. Add members to the group and save

Assigning Roles to a Group:

1. Go to Members Control Center → Invite & Grant Roles

2. Open Details for the desired Role

3. Switch to the Groups tab

4. Select the appropriate group and confirm any prerequisite Roles

Any user added to the group will automatically receive the assigned Role.

Removing Members from the Tenant

When a user no longer needs access:

1. Open the Members Control Center

2. Select Details for the member

3. Go to Settings

4. Remove the user from the tenant

Make sure to remove any roles that have been assigned to that user before removing them from the platform to avoid any issues with future re-assignment.

The best practice is to use User Groups to assign roles, that way you can simply remove a user from the User Group to remove their roles.

Final Thoughts

Managing Roles effectively is key to getting the most value from the 3DEXPERIENCE platform. With the right setup, you can ensure users have exactly the tools they need no more, no less while keeping licensing clean and manageable.

Looking to go further?

• Check out more tips and tutorials on our YouTube channel.

• Explore best practices with our experts.

• Or reach out to our team, we’re here to help you get the most out of your platform.

Your platform should work the way your team works and we’re here to help make that happen.

On the 3DEXPERIENCE platform, Derived Outputs such as PDFs, DXFs, STEP files, and other neutral formats are created from your CAD data for downstream use. These files are often shared with customers, suppliers, or partners who don’t have access to your platform tenant.

In this article, we’ll walk through a few practical ways to package and export Derived Outputs so they’re ready to send outside your organization.

Note: Dassault Systèmes provides general documentation on Derived Outputs. If you need help with setup, automation, or best practices, our technical support and implementation teams are always happy to help.

Choosing the Right Method

There are a couple of different apps and workflows you can use, each with its own advantages depending on:

• The number of files involved

• Whether you’re working with a single assembly or many

• How much cleanup you want to do afterward

Let’s take a look at the most common approaches.

Using the Product Explorer App

Method 1: Download Derived Outputs from a Single Assembly

1. Open the assembly in Product Explorer that already has Derived Outputs.

2. Select the top-level assembly node (it will highlight in blue).

3. Click the Information (i) icon in the lower toolbar.

This opens the information side panel.

4. Navigate to Derived Formats.

5. Click Download All Derived Outputs.

6. Choose which 2D and 3D formats you want to include.

7. Name the ZIP file and click Download.

If you’ve added multiple assemblies to Product Explorer, you’ll need to repeat this process for each one.

Trade-off:

• ✔ Clean output (Derived Outputs only)

• ✖ One assembly at a time

Method 2: Export Multiple Assemblies at Once

If you need to collect outputs from several assemblies or even unrelated parts, this method is much faster.

1. Add assemblies or parts to Product Explorer.

2. Select multiple items using checkboxes or Shift + Select.

3. Click Export As from the bottom toolbar.

4. Name the export, enable Expand All, and set the Derived Format Options.

5. Click Export.

A background job will start.

Once complete:

• A notification appears in the upper-right corner.

• Click the notification to open the CAD Data Processor Monitoring app.

• Use the Download button to retrieve the ZIP file.

This ZIP will include both CAD files and Derived Outputs. To keep only the outputs, simply open the ZIP in Windows Explorer, sort by file type, and remove any files you don’t need.

Trade-off:

• ✔ Multiple assemblies or mixed files at once

• ✖ Manual cleanup required

Using the Bookmark Editor App

Method 1: Download Outputs from a Single Assembly

1. Locate the assembly in a bookmark (or add it to one).

2. Right-click the assembly and choose Information, or open the side panel

3. In the window or side panel, navigate to Derived Outputs.

4. Click Download All Derived Outputs.

This workflow mirrors the single-assembly method in Product Explorer.

Trade-off:

• ✔ Simple and clean

• ✖ One assembly at a time

Method 2: Export Multiple Items from a Bookmark

This method works the same way as the multi-selection approach in Product Explorer.

1. Add all required assemblies or parts to a bookmark.

2. Select the files you want.

3. Click Export As from the upper toolbar.

4. Configure the Derived Format options and start the export.

As before, the resulting ZIP will include CAD data along with the Derived Outputs, so some cleanup may be required.

Trade-off:

• ✔ Ideal for large batches or mixed content

• ✖ Requires removing CAD files afterward

Final Thoughts

Whether you’re sending a single PDF or packaging dozens of STEP and DXF files, the 3DEXPERIENCE platform gives you flexible ways to get the right data out securely and efficiently.

The key is choosing the method that best fits your situation:

• Single assembly, clean output → Download All Derived Outputs

• Multiple files, faster packaging → Export As

Looking to go further?

• Check out more tips and tutorials on our YouTube channel.

• Explore best practices with our experts.

• Or reach out to your Solidxperts team we’re here to help you get the most out of your platform.