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How to Invite Users to participate in SOLIDWORKS Online Licensing

Article by John Lee, CSWP created/updated February 19, 2019

Article #3 in our SOLIDWORKS Online Licensing series:

In previous articles for this series we introduced SOLIDWORKS Online Licensing, and showed you how to get started with the SOLIDWORKS Admin Portal.

Before SOLIDWORKS can be assigned SOLIDWORKS assets within the SOLIDWORKS Online Licensing model, an administrator must “invite” the user to participate in online licensing for their organization.

Please follow the steps below in order to invite additional members to participate in SOLIDWORKS Online Licensing

STEP 1:

After arriving at the main page of the SOLIDWORKS Admin Portal, choose the “Members” selection within the page header and select the “Invite Member” link located at the top of the members list:

SOLIDWORKS Admin Portal Members

SOLIDWORKS Admin Portal Members

STEP 2:

As shown in the screenshot below start by entering the email address[es] associated with the SOLIDWORKS ID of the individual you wish to invite.

Next specify the appropriate User Rights for the individual[s], proceed to refining the invitation message for the users.

Then select the Send Invitations button:

Member Invitation

Member Invitation

Once the message has been sent, you will be returned to the main page of the Admin Portal.

As a confirmation step that the invitation has gone out successfully, check the “User Rights” column of the Admin Portal Members page to ensure that the member’s status is set to “PENDING”.

**I also suggest that the user check Junk mail folders if the automated message does not arrive.

STEP 3:

The SOLIDWORKS User will receive an invitation by email to login to their previously created SOLIDWORKS account, or to Create a NEW SOLIDWORKS ID

Sent Invitation Email

Sent Invitation Email

Once the user has selected the link within the email they will be brought to the welcome page:

Welcome Screen for Members

Welcome Screen for Members

Once the user has clicked OK on the welcome screen and logged in using their SOLIDWORKS ID  “User Rights” column of the Admin Portal Members page to ensure that the member’s status has changed to “Member” or “Admin”.

Member User Rights

Member User Rights

You are now ready to proceed In Assigning SOLIDWORKS PRODUCTS to your new Member.

Next Steps

For the next steps in the SOLIDWORKS Online Licensing process, please subscribe to receive our upcoming articles:

  • Assigning SOLIDWORKS Products to Members using the SOLIDWORKS Admin Portal
  • Enable ONLINE Licensing for your SOLIDWORKS Products
  • Transition your SOLIDWORKS Installation over to use SOLIDWORKS Online Licensing

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John Lee, CSWP

John Lee is inherently lazy in that he prefers to work smarter - not harder. A CSWP with over a decade of experience using SOLIDWORKS and a background in mechanical design, John has used SOLIDWORKS in various industries requiring design for injection molding, sheet metal, weldments and structural steel.

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