Working with Altium 365 / Inviting Users to Collaborate
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Working with Altium 365

Inviting Users to Collaborate

Project development is not a one-man job. Altium 365 allows you to invite users to your workspace to collaborate on projects, and you can organize the work of the entire company in a single workspace. At the same time, invited team members will always have access to the most up-to-date versions of projects and components. You can invite a user to a workspace in two ways: using the My Altium 365 web window and using the Share button. The Share button allows both to invite a user to a workspace and to share a project for preview in a browser.

To invite a user to the workspace using My Altium 365 Web window:

Click on the workspace name in the upper-right corner of Altium Designer. In the drop-down menu, click My Altium 365 to open the workspace configuration in your browser.

Opening workspace management
Fig. 1 - Opening workspace management

Select Team from the left-hand menu in the browser to open team management settings.

The control panel of your Altium 365 workspace
Fig. 2 - The control panel of your Altium 365 workspace

Click Invite Team Members to start the invitation process.

Team member management window in web panel
Fig. 3 - Team member management window

The Invite Team Members dialog that opens is used to create a list of users you want to invite and assign their roles in the workspace. To invite a user, enter their e-mail address in the Add Members field. You can invite multiple users at the same time. In the Add Roles drop-down, specify the Administrators role for the user being invited. Finally, you can add a note that the users will see in the invitation. After entering all the necessary data, click Invite to complete the process.

Invite Team Members dialog
Fig. 4 - Invite Team Members dialog

After clicking Invite, the invited user will receive an invitation at the email address that you specified as shown below. After clicking Accept Invite, the new team member will have access to the workspace and will be able to collaborate with other participants.

User invitation to a workspace
Fig. 5 - Invitation to a workspace

The process of inviting a user via the Share button is similar and performed in this way:

Click on the Share button at the upper-right corner of Altium Designer. The Share dialog will open and the currently active project will be selected for sharing.

The Share window
Fig. 6 - The Share window

Tip: The Share button is also available in the context menu when right-clicking on a project name in the Projects panel.

Start typing the user’s email address or name. A drop-down lists users in your organization that match your query. Click on the name of the desired user (if it is displayed in the list) or enter their e-mail address.

List of the relevant users while inviting
Fig. 7 - Users matching your query

Click on the eye icon to the right of the email address field then set the permission to Can Edit from the drop-down. This gives the user full rights for the project.

User Access Rights configuration
Fig. 8 - Configuring access

Click Share at the bottom of the dialog to share the project with the user(s). If the user(s) is not currently a member of your workspace, the user must be invited to the workspace in order to work in the Can Edit mode, which is done in the Sharing Outside of the Workspace dialog. The dialog has two options. Click Share to share the project without editing rights. Click Invite to share the project with editing rights. Select Invite to invite the user.

Sharing Outside of the Workspace window
Fig. 9 - Share option selected

After selecting Invite, the web browser will open that displays the Invite Team Members dialog with the user’s email address in the Add Members field. Click Invite. The user(s) will receive an email invitation to collaborate on the project.

The Invite Team Members dialog
Fig. 10 - The Invite Team Members dialog

 

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