Inviting other Users to Your Altium 365 Workspace

Parent page: Altium 365 Workspace

New users can be added for access to your Workspace – inviting them to be members of 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 to be members of your Workspace team and thereby facilitate productive collaboration.

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 to be team members of that Workspace, after the activation process completes. You will be taken to the Workspace Members 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 as team members 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 to be team members 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 Workspace Members page of the Workspace's browser interface by clicking on the button, located at the top-left of the page.

While the Workspace Members page is accessible by all current users of the Workspace – standard (non-administrative) members, as well as administrators – only admins can invite new users into the team. The button is not visible to standard users.

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.

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 a member 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 part of if required. Click within the Add Roles field to pop-up a list of currently defined roles for the Workspace. 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.

Once all details are filled out and specified as required, click the button. For a user that already has an AltiumLive account and is in your own organization, they will be added as a member of the team straight away. If they have an AltiumLive account but are outside of your organization, a pop-up window will alert you to this and ask for confirmation to invite them. A non-AltiumLive user will need to register for an AltiumLive account before they can become a team member. 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 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 as a team member 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):

• Invited user does not have an AltiumLive account – the user will proceed to an intermediate registration form, with which to define their details, and specify a password. After registering they will be included as a member to the Workspace team and they will be taken to the Workspace's Get Started page (within the Altium 365 Platform Interface).

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.

3. 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.

4. 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.

5. 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 a member of your Workspace team will have the project shared with them (Read-only access) 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 as a member of the Workspace team, the project will be shared with them (Read-only access), 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 as a memeber of the Workspace team, and the project will be shared with them (Read-only access).

6. 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 Altium 365 Sign In page if not already signed in, after which they will be delivered to the detailed management page for the project.
• Invited user does not have an AltiumLive account – the user will proceed to an intermediate registration form, with which to define their details, and specify a password. After registering they will be added as a member of the Workspace team, the project will be shared with them (Read-only access), and they will be taken to the detailed management page for the project.