Adding a User to a Project

How do I grant access to a project managed by the Connect application?

Adam avatar
Written by Adam
Updated over a week ago

Role: Administrator or Project Creator with project administration rights.

A project creator or administrator can invite users with a Connect application subscription to access a project stored in the cloud. Users with access to the project comprise a collaboration team, enabling groups of design engineers, quality assurance engineers, project managers, and vendors, to work collectively on schematic projects, layout design, and BOM file data in the Connect secure cloud storage area.

Prerequisites

  • The user has a valid Connect subscription.

  • You are the owner of the selected project and have an Administrator role in the Connect application.

  • A project has been created from the Connect application or uploaded to the cloud from the PADS Professional or Xpedition Enterprise flow desktop application.

  • The project’s Users page is open in your web browser.

Procedure

  1. Click Add New User to Project.

  2. From the dialog box:

  • Select a licensed user's name from the Name dropdown list.
    Tip: To filter the list of names, type the first few letters of the user's first or last name. You can also type the first few letters of a user's email address or domain name.

  • From the Role dropdown list, assign the user's role that applies to the selected project.

  • Click Add.

Results

The software:

  • Confirms that the user’s name was successfully added to the project. The project’s Users page shows the user’s name and assigned role.

  • Adds the shared project name to the user’s “Shared With Me” page (Projects page).

  • Notifies the user (via email) that was granted access to the selected project and role assignment. The user must open the email invitation and then click the project name to launch the Connect application and access the project data.

Did this answer your question?