Altium Designer Documentation

Inviting Other Users to Your Team

Modified by Jason Howie on Jul 16, 2020
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Parent page: Altium 365 Workspace

New users can be added for access to your Workspace - inviting them to the Team - in a number of ways. You are able to invite:

  • Other AltiumLive users from within your own organization.
  • AltiumLive users from different organizations.
  • Non-AltiumLive users (who will need to then register for AltiumLive accounts).

This document looks at the various ways in which to invite other people into your Workspace's Team and thereby facilitate productive collaboration.

Only an administrator for your Workspace can manage the team for that Workspace, including users, roles and sessions. For more information see Managing Your Team.
As part of support for ECAD-MCAD CoDesign in Altium Designer, you can share a project with a Mechanical Engineer at the time of pushing the PCB to your Workspace and, in doing so, invite that person into your Workspace Team (if not already a member). For more information, see Specifically Inviting an MCAD User.

Invitation after Initial Workspace Creation

If you are the person activating the Workspace for your organization, you have the opportunity to invite other people from within your own organization into the team for that Workspace, after the activation process completes. You will be taken to the Team page of the Workspace's browser interface and presented with the Invite Team Members window.

After activating the Workspace for your company, you can 'blanket' invite other people from your own organization.

All members of your organization with an AltiumLive account will be listed and included for invitation by default. Click an associated  control to exclude a person from the invite. Click the  control in the Name header to quickly exclude all people on the list. A generic greeting message is provided - this will appear in the email invite each included person receives. Change this message as required.

With all people included as required, click the  button. Those users will automatically be added to the team and invitation emails sent out for them to access the Workspace. You yourself will then be taken to the interface's Get Started page.

Should you wish to not invite other people into the Workspace team at this time, click the  button. You can invite others into the team at any time thereafter, as described in the next section.

Invitation at Any Time from the Workspace Browser Interface

An administrator for the Workspace can invite a user from the following areas of the Workspace's browser interface:

  • From the Team page by clicking on the  button, located at the top-left of the page. Alternatively, click the Invite Team Members tile within the main listing of current team members.
While the Team page is accessible by all current users of the Workspace - standard (non-administrative) users, as well as administrators - only admins can invite new users into the team.

When you click to invite team members (invite people into your team), you will be presented with a window in which to specify one or more users and their role membership.

  • From the Users page (Admin - Users) by clicking on the  button, located at the top-left of the page.
The Users page is accessible only by administrators of the Workspace.

When you click to invite a new user (invite people into your team), you will be presented with a window in which to specify one or more users and their role membership.

The Invite Team Members window will appear with which to enter the email for the prospective user. As you start to type, if the email address belongs to another AltiumLive user within your own organization - and who is not already part of the Team - they will be listed for you to choose. If inviting users outside of your organization, irrespective of their AltiumLive status, you will need to enter their full email address. You can also specify which of the existing roles (if defined) the user is to be made a member of if required. Start typing the name of a role in the Roles field to pop-up a list of matching roles. Select the required role from this list.

Click the  control to access an area to enter a note. This will be added to the email invite that the invitee(s) receive.
Multiple emails can be entered for invitation to the team. To remove a user email click the delete cross, to the far right of its name. Bear in mind that if any roles are defined, they will be applied to all users being invited.

Once all details are filled out and specified as required, click the  button. For a user that already has an AltiumLive account (irrespective of whether they are in your own organization or not), they will be added to the team straight away. A non-AltiumLive user will need to register for an AltiumLive account before they are added to the team. The invitees will receive an invitation email with which to gain access to the Workspace.

Receiving an Invitation Email

Each invited user who is not currently a member of your Workspace Team will receive an invitation email. After clicking the  button in the email, what happens next depends on whether the invitee already has an AltiumLive account or not:

  • Invited user has an AltiumLive account - the user is automatically added to the team at the time the invite is sent. If already signed in to their AltiumLive account through their browser, they will be taken directly to the Workspace's Get Started page (within the Altium 365 Platform Interface):
If not currently signed in to their AltiumLive account through their browser, they will be taken to the Altium 365 Sign In page. Upon signing in, they will be delivered to the Workspace's Get Started page.
  • Invited user does not have an AltiumLive account - the user will proceed to an intermediate AltiumLive registration form, with which to define their details, and specify a password. After registering they will be added to the Workspace Team and they will be taken to the Workspace's Get Started page (within the Altium 365 Platform Interface).
All Administrators for the Workspace will receive a notification email that a new user (presenting their email address) was invited and added to the Workspace - once the user has been added to the team. The email will include a button to access the Admin - Settings - Email Notifications page of the interface, should an admin wish to disable notifications.
The non-AltiumLive user, upon signing up, will be treated by AltiumLive as if they were their own personal organization. They will not be added to your organization.

Specifically Inviting an MCAD User

As part of support for ECAD-MCAD CoDesign in Altium Designer, you can share a project with a Mechanical Engineer at the time of pushing the PCB to your Workspace and, in doing so, invite that person into your Workspace Team (if not already a member). To do so:

  1. With the required managed project from your Workspace open in Altium Designer, make the PCB document active.
  2. Access the MCAD CoDesigner panel (from the menu associated with the  button at the bottom right of the main design window). Click the  button.

  1. Enter a message for the MCAD designer that describes what you are pushing to them, then click the  button to complete the Push process. A message dialog will appear, reporting the status of the process. During this process, the working copy of the modified PCB file is automatically saved, if it is currently unsaved. The changes are written to a tool-neutral snapshot file, stored in the Workspace.

  1. The Share with a Mechanical Engineer dialog will appear. Enter the email address of the Mechanical Engineer and an optional note (if required). Then click the  button.

  1. You are able to share with a person that is already a member of your Workspace Team, another AltiumLive user in or outside of your organization, or a user that does not have AltiumLive. No matter which of these the target user might be, a notification dialog will pop-up to alert you that the user whose email you entered might be outside of your organization - click OK to invite them anyway. After a short delay, another dialog will appear to flag that the invitation was sent successfully.

As part of the invite process:

  • A user that is already part of your Workspace Team will have the project shared with them (Read-only access), they will be added to the Mechanical Engineers role, and they will receive an invitation email with which to gain access to the project within the Workspace (see Step 6).
  • A user that already has an AltiumLive account (irrespective of whether they are in or outside of your organization) will be added to the Workspace Team, the project will be shared with them (Read-only access), they will be added to the Mechanical Engineers role, and they will receive an invitation email with which to gain access to the project within the Workspace (see Step 6).
  • A non-AltiumLive user will receive an invitation email with which to gain access to the project within the Workspace (see Step 6). However, they will first need to sign up/register for an AltiumLive account before they are added to the Workspace Team. Once they have signed up to AltiumLive, they are subsequently added to the Workspace Team, the project will be shared with them (Read-only access), and they will be added to the Mechanical Engineers role.
The Mechanical Engineers role is a default role included with a Workspace. If it has been removed, it will be created again as part of the sharing process.
  1. The Mechanical Engineer will receive an email with an invitation to collaborate on the project. After clicking the  button in the email, what happens next depends on whether the invitee already has an AltiumLive account or not:
  • Invited user has an AltiumLive account - they will be taken to the AltiumLive sign in page if not already signed in, after which they will be delivered to the MCAD Plugins page of the Workspace's browser interface.

In Altium Designer (the ECAD side), ECAD-MCAD CoDesign functionality is provided through the MCAD CoDesigner panel. On the MCAD side, this functionality is delivered through a corresponding panel, provided through installation (and registration to the MCAD software) of the Altium CoDesigner plugin. Click on the tile for the MCAD software you are using. On the subsequent page, click the  button to download the installer used to perform installation - through an intuitive installation wizard - of the Altium CoDesigner plugin, into your MCAD software installation. The page also presents a concise Getting Started guide - to get you up and running with collaboration between Altium Designer and your chosen MCAD software.

  • Invited user does not have an AltiumLive account - the user will proceed to an intermediate AltiumLive registration form, with which to define their details, and specify a password. After registering they will be added to the Workspace Team, the project will be shared with them (Read-only access), they will be added to the Mechanical Engineers role, and they will be taken to the MCAD Plugins page of the Workspace's browser interface.
All Administrators for the Workspace will receive a notification email that the Mechanical Engineer (presenting their email address) was invited and added to the Workspace - once the user has been added to the team. The email will include a button to access the Admin - Settings - Email Notifications page of the interface, should an admin wish to disable notifications.
Once a project has been shared with a Mechanical Engineer, the ability to share again is removed from the MCAD CoDesigner panel. If the Mechanical Engineer (user accessing the project and who is a member of the Mechanical Engineers role) is removed from project sharing, then the ability to share from the panel will be available again.
The non-AltiumLive Mechanical Engineer, upon signing up, will be treated by AltiumLive as if they were their own personal organization. They will not be added to your organization.

 

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