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.

Screenshot showing how to manage user roles and permissions on the 3DEXPERIENCE platform.

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

3DEXPERIENCE platform interface displaying tools for managing user roles, access rights, and responsibilities.

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.

View of the 3DEXPERIENCE platform showing role configuration and assignment for team members.

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

User management dashboard in the 3DEXPERIENCE platform used to assign, modify, and monitor platform roles.

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

3DEXPERIENCE administration tools used to manage user roles and access permissions.

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

3DEXPERIENCE platform screen illustrating the organization of user roles and permissions within a company.

Inviting New Members

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

  • My Platform Control Center

Centralized management of user roles, licenses, and access permissions within the 3DEXPERIENCE environment.

  • Members Control Center

3DEXPERIENCE administration interface used to define user roles, responsibilities, and access levels.

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

User management on the 3DEXPERIENCE platform with role assignment and application access control.

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

3DEXPERIENCE administration panel showing user profile management and associated role configuration.

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

3DEXPERIENCE interface for user role management with options to assign and update permissions.

Requesting Roles (User-Initiated)

Users can also request Roles directly from the platform:

1. Open the Compass

2. Go to Company

3DEXPERIENCE administration screen displaying a user list and their assigned roles configuration.

3. Select a Role and click Request

3DEXPERIENCE interface displaying role and access management settings for platform users.

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

3DEXPERIENCE configuration screen showing selection and assignment of user roles based on permissions.

4. Click Accept to grant the Role

3DEXPERIENCE administration interface showing user role management with filtering and assignment options.

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)

3DEXPERIENCE dashboard displaying available roles and their assignment to platform users.

2. Click Create Group

3DEXPERIENCE management screen showing role selection and customization of access rights for each user.

3. Enter a name and description

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

3DEXPERIENCE administration console for viewing, assigning, and managing user roles in a collaborative environment.

4. Click Create

5. Add members to the group and save

3DEXPERIENCE interface showing user role management with search, filtering, and permission assignment options.

Assigning Roles to a Group:

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

2. Open Details for the desired Role

3DEXPERIENCE interface displaying user role management with a preview of permissions associated with each role.

3. Switch to the Groups tab

4. Select the appropriate group and confirm any prerequisite Roles

3DEXPERIENCE administration screen illustrating user role management and access rights structure within the platform.

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

3DEXPERIENCE user role management interface showing available roles and their assignment to organization members.

Warning 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.

check mark button 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?

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