Altium 365 Platform Interface

Created: October 3, 2019 | Updated: November 12, 2021

Contents

Signing in to the Interface
A Guided Tour of the Interface

Parent page: Altium 365

Depending on your relationship with Altium, you may experience services that are offered on the Altium 365 platform from within Altium Designer and/or through the platform's browser-based interface. This page takes a look at the latter and essentially provides an overview of what you'll see when you sign in to Altium 365 and enter the Altium 365 Platform Interface.

For the latest information on the security, reliability, privacy, and compliance of the Altium 365 cloud platform, please visit the Altium 365 Trust Center.

Signing in to the Interface

Access to the Altium 365 Platform Interface can be performed in a number of ways, as described in the following sections.

This method can be used when:

Accessing the Altium 365 Platform Interface through its direct URL: https://365.altium.com.
Pasting the link for a Workspace's Server Address (e.g. https://altium-inc-536.365.altium.com/) directly into a tab of your Web browser (and you are not currently signed in to your AltiumLive account).
Following an email invite to a Workspace, or to shared content therein (for example a managed project).
You are a guest to view some content shared with you on the Altium 365 platform but have not got a Workspace yourself, or are not a member of another organization's Workspace.

Sign in to the Altium 365 Platform Interface using your AltiumLive credentials (email and password). Alternatively, sign in using your Google^® or Facebook^® account and, in doing so, link/associate that account with your AltiumLive account. If you don't have an AltiumLive account, you can click the control to register for one.

If you have a Pro Subscription Plan and your organization is set up for SAML Single Sign-On (SSO) with an Identity Provider (e.g. Okta^®), then you can sign in to Altium 365 (or more specifically AltiumLive) in this way by clicking the button.

How you are permitted to sign in to your organization's Altium account is determined by an Administrator for that account on the Authentication page of the Altium Dashboard. An Administrator can configure and enable SSO to AltiumLive (the service) from this page. This entails providing the SAML configuration for your Identity Provider (IDP) – either through upload of a Metadata XML file acquired from that provider, or by configuring the SSO connection manually.

Linked accounts (Google^® or Facebook^®) will be listed on your AltiumLive profile page. Controls are provided there to unlink accounts if required.

Example access of the Altium 365 Platform Interface directly through the Altium 365 Sign In Page.

This method can be used when you are already a registered member of a Workspace – your own company's Workspace, and any other Workspace that has been shared with you by adding you as a member. To do so:

First, sign in to AltiumLive. The page for doing so can be accessed by entering the direct URL (https://live.altium.com) or by clicking on the Sign In control at the far right of the top banner on pages of the altium.com website.

Highlighting the control to quickly access the page with which to sign in to your AltiumLive account.

Once signed in click on your photo/picture to access the AltiumLive account menu, which presents the Workspace(s) available to you.

Once signed in, the control changes to your AltiumLive picture and provides access to your AltiumLive account menu.

Click on the Workspace Name entry for the specific Workspace you wish to access. You will be presented with the Altium 365 Platform Interface, with the chosen Workspace loaded.

Example access of the Altium 365 Platform Interface, of which the chosen Workspace is a part, indirectly from your AltiumLive account menu.

From Your AltiumLive Profile Page

This method can also be used when you are already a member of a Workspace. To do so:

Sign in to AltiumLive (as described above)
Access your AltiumLive Profile page – either using the entry on your AltiumLive account menu, or by using the direct access URL: https://accounts.live.altium.com/.

You can access your AltiumLive profile from the AltiumLive account menu.

From your Profile page, select the Workspaces page and then click on the Workspace Name entry for the specific Workspace you wish to access. You will be presented with the Altium 365 Platform Interface, with the chosen Workspace loaded.

Example access of the Altium 365 Platform Interface, of which the chosen Workspace is a part, indirectly from your AltiumLive Profile page.

A Guided Tour of the Interface

The interface essentially comprises up to five distinct regions, shown in the following image and detailed thereafter.

The Altium 365 Platform Interface can be divided into five distinct interface elements.

1 – Current User

The entry in this region reflects that you are currently signed into the Altium 365 Platform Interface, along with your picture (if defined), and either the name of the active Workspace (if connected to one) or My Personal Space (if currently accessing your personal space).

Your picture is taken directly from your AltiumLive profile.

The drop-down menu associated with the entry provides the following:

Current Workspace – this is the Workspace that you are currently connected to. If you have no access to a Workspace, this entry will not be presented.
Switch To – provides a section listing all other Workspaces that you have access to (through your AltiumLive account). Click on an entry to quickly switch connection to that Workspace. If you have no access to additional Workspaces, this entry will not be presented.
My Personal Space – provides access to your Personal Space on the Altium 365 Platform. If you have no access to a Workspace, this is the default view for the interface. It is a place that you can come to upload snapshots of designs in various supported formats, and manufacturing data (Gerber), which you can then share persistently with others, as you wish.

Each registered user has a Personal Space that is only accessible to them. For a more detailed look at this area, see Altium 365 Personal Space.

My Profile – takes you to your AltiumLive account profile page.
Sign Out – signs you out of the Altium 365 Platform Interface (and your AltiumLive account), taking you back to the Altium 365 Sign In page.

If you are a Group Administrator for your company account with Altium then a Dashboard entry will also be present – click to access the Altium Dashboard. The Dashboard provides you with a number of tools with which to view and manage your account – from the general-level details regarding your organization, through to creation and management of users (and specific groups of users) associated to your account, the assignment and use of the licenses you have purchased, authentication methods for users accessing Altium solutions, and org-level changes in relation to Altium 365 Workspaces.

2 – Active Workspace / My Personal Space

This region can present either the Altium 365 Workspace to which you are actively connected, or your Personal Space.

Workspace

If you have access to at least one Altium 365 Workspace – by being a registered member of your own company's Workspace, or by having been invited to be a member of another company's Workspace – then, on connection to a Workspace, this region will present the browser-based interface to various key technologies and services for that active Workspace.

The header for the region uses the name of the Workspace to which you are actively connected. This can be modified from the Admin – Settings – General page. Note that changes on this page of the interface can only be performed by the Administrator who is also the Owner of the Workspace, and not by any other Administrator of that Workspace.

The region can be coarsely divided into two groupings, as shown in the following image and listed thereafter.

The Altium 365 Platform Interface showing the active Workspace, which can be further divided into two distinct sets of interface elements.

Interface elements that can be accessed by any Workspace member. To access a page, click on its name within the left-hand navigation tree.
Interface elements that can only be accessed by a Workspace Administrator. A user is bestowed administrative powers by membership to the role Administrators. To access a page, choose the required entry within the Admin section of the left-hand navigation tree.

The actual pages presented and the features and functionality available will depend on your level of access to Altium 365 – determined by the Altium Subscription Plan you have. Take a look at the Full Plans Comparison page to see the differences. The previous image is reflective of the Pro level of access, attained through having a Pro Subscription Plan for your Altium Designer licensing.

Personal Space

Main page: Altium 365 Personal Space

As a registered user to Altium 365 (i.e. AltiumLive) you have your own Altium 365 Personal Space, which is accessible only by you. Your Personal Space accommodates persistent storage of various types of uploaded static data, including design 'snapshots' (from various ECAD platforms) and Gerber manufacturing data, with the ability to share with anyone for comments and redlining. Your Personal Space is presented when:

You have no access to a Workspace.
You have access to a Workspace, but have chosen to access your Personal Space. This is performed by clicking on the current user area at the top-right of the interface, then clicking the My Personal Space entry on the associated menu.

Presenting a user's Personal Space through the Altium 365 Platform Interface. Here, the view as seen by a user without access to a Workspace. Hover over the image to see the view as seen by a user who does have access to a Workspace, and has chosen to switch over to their Personal Space.

Notice that if you do not have access to a Workspace, and your company has not yet activated theirs yet, then a generic Workspace region will be presented, along with the

button. Click to start the process of Workspace activation. You will be taken to a dedicated web page (https://www.altium.com/365-intro/activate) with which to do so. If the Workspace has already been activated for your company by someone else, you can request access to it from an Administrator of that existing Workspace. In this case, the activation web page (https://www.altium.com/365-intro/activate) will provide a

button with which to do so. If you haven't got active subscription for your Altium Designer licensing, you'll be advised of that requirement and guided through to learn more at https://www.altium.com/subscription.

3 – Shared with Me

This page of the interface is where you'll find all of the entities that have been shared with you by others, for viewing and commenting through an associated Viewer. It is available to all registered users – those registered with AltiumLive – and is always presented, irrespective of whether you are browsing a Workspace or your own Personal Space.

If you do not have an AltiumLive account you will need to register for one first. A link is provided on the Altium 365 Sign In page.

The Shared with Me page presents all items that have been shared with you. The page is always accessible, no matter if you are connected to a Workspace (as shown here), or curating your uploads within your Personal Space (hover over the image to see).

It allows key stakeholders to partake in Altium 365's Global Sharing paradigm and for many it will be the go-to place for viewing and commenting on a variety of entities shared with them, without requiring access to a Workspace, Altium Designer (and active Subscription for Altium Designer).

If sharing was enabled in the Share dialog's Advanced Settings in a Workspace or Personal Space when the entity was shared with you, it can be reshared to other users.

When attempting to share from a Workspace where resharing was not enabled, you can submit a request to share that entity, which will be sent to be acted on by the owner of that entity. ► See example email

If re-sharing is not permitted, the Share dislog allows you submit a sharing request.

The following entities can appear within the Shared with Me page:

Shared Upload

This can include uploaded snapshots of designs in various supported formats, and CAM manufacturing data (Gerber). Such a shared upload (shared from another person's Personal Space) is denoted by the icon within its tile. The integrated Viewer used to present the data contained in the upload uses the Web Viewer interface.

For a design snapshot, this interface offers a range of capabilities that allow detailed access to the design's data and layout. You'll be able to search, select, cross-probe, and inspect components and nets throughout the design and across the various sub-views as applicable. And when viewing the board in 2D, you can even take measurements.

For CAM manufacturing data, the interface provides a dedicated Gerber Viewer.

To open in the integrated Viewer – which opens in a separate browser tab – select the shared upload of interest, click the button within its tile, then choose the Open command from the associated menu. Alternatively, double-click directly on the tile (or click on the name of the snapshot).

For information on the entire Web Viewer interface and all its supported features, see Web Viewer Features. For detailed information specifically on using comments, see Comments.

Accessing a design snapshot from the Shared with Me page of the Altium 365 Platform Interface.

If permitted by the person sharing the entity, a shared upload can also be downloaded from within the Shared with Me page. Selecting its tile will present various controls and commands. Click the control and choose the Download command, or click the button (at the top-right of the page), to download as a Zip archive. Download is also possible from any document view within the integrated Viewer.

You also can re-share the entity with another user if sharing rights were granted by the person that shared it with you. Click the button at the top of the page or choose the Share option from the menu to access the Sharing window.

You can delete any upload that has been shared with you, and is currently presented on the Shared with Me page of the Altium 365 Platform Interface. To do so, select the shared upload tile, click the

control, and then choose the Delete command. A warning window will appear alerting you to the fact that the shared upload will be permanently deleted – you will no longer have access to it, but others with whom it has been shared will continue to have access. Click the

button to effect the deletion. If the shared upload is deleted by the person who uploaded that data to their Personal Space and shared it with you, then the tile for that shared upload will be removed automatically from your Shared with Me page.

Shared Design

This is the live (or WIP) design itself. A live design is denoted by the icon within its tile. The integrated Viewer used to present the data contained in a shared live design uses the Web Viewer interface. This interface offers a range of capabilities that allow detailed access to the design's data and layout. You'll be able to search, select, cross-probe, and inspect components and nets throughout the design and across the various sub-views as applicable. And when viewing the board in 2D, you can even take measurements. Other features such as the Comments system communicate directly, and in real-time, with Altium Designer. If the design has releases, these will also be included and available through a Releases sub-view.

To open in the integrated Viewer – which opens in a separate browser tab – select the design of interest, click the button within its tile, then choose the Open command from the associated menu. Alternatively, double-click directly on the tile (or click on the name of the design).

The features available through the interface are the same as those available to a member of a Workspace, when accessing the Design view of the detailed management page for the project. For information on the entire interface and all its supported features, see Web Viewer Features. For detailed information specifically on using comments, see Comments.

Accessing a live design from the Shared with Me page of the Altium 365 Platform Interface.

When browsing a shared design you are viewing the live, work-in-progress design project. As people with editing rights make changes to the design and commit them, those changes will be reflected back in that shared design.

You can delete any live design that has been shared with you, and is currently presented on the Shared with Me page of the Altium 365 Platform Interface. To do so, select the shared design tile, click the

control, and then choose the Delete command. A warning window will appear alerting you to the fact that the shared design will be permanently deleted – you will no longer have access to it, but others with whom it has been shared will continue to have access. Click the

button to effect the deletion. If the project is soft deleted by a Workspace member that has access to do so – moving it into the Trash area of the Workspace – then the tile for that shared design will be removed automatically from your Shared with Me page.

Shared Manufacturing Package

This is a Build Package, created from a specified release of a managed project. A manufacturing package is denoted by the icon within its tile. The data contained in a shared manufacturing package is browsed using the dedicated Manufacturing Package Viewer. The Viewer provides a summary overview of the design, with key board data. Fabrication, Assembly and BOM data sub-pages of the viewer are also provided, with the Fabrication and Assembly pages utilizing Altium 365’s Web Viewer interface.

To open in the Manufacturing Package Viewer – which opens in a separate browser tab – select the package of interest, click the control, then choose the Open command from the associated menu. Alternatively, double-click directly on the tile (or click on the name of the package).

Accessing a manufacturing package from the Shared with Me page of the Altium 365 Platform Interface.

A build package can also be downloaded from within the Shared with Me page. Selecting a manufacturing package tile will present various controls and commands. Click the control and choose the Download command, or click the button (at the top-right of the page), to download the package as a Zip archive. Download is also possible from any of the pages within the Manufacturing Package Viewer.

A build package can be shared with another user if sharing rights were granted by the person that shared it with you. Click the button at the top of the page or choose the Share option from the menu to access the Sharing window.

You can delete any manufacturing package that has been shared with you, and is currently presented on the Shared with Me page of the Altium 365 Platform Interface. To do so, select the manufacturing package tile, click the

control, and then choose the Delete command. A warning window will appear alerting you to the fact that the package will be permanently deleted – you will no longer have access to it, but others with whom it has been shared will continue to have access. Click the

button to effect the deletion. If the manufacturing package is deleted by the person who originally created it, then the tile for that manufacturing package will be removed automatically from your Shared with Me page.

4 – Main Page View

This region of the interface presents contextual content for the page currently selected within the left-hand navigation pane. It can present:

Content for a chosen page within the actively connected Workspace (if you have access to one).
Uploaded design files when viewing your Personal Space and clicking the Files entry.
Shared content available to you when clicking the Shared with Me entry.

In some cases, a Search field will also be available, above the main page viewing area.

Example content of selected paging, presented within the main viewing area.

5 – Help and Resources

This region of the interface provides the following useful resources:

Forum – click to access the corresponding community forum for Altium 365.
Documentation – click to access the parent page for the documentation specific to Altium 365.
Video – click to access a series of videos providing an overview of Altium Designer + Altium 365, hosted on the Altium YouTube channel.
Live Chat – click to access the Live Chat feature of the main Support page on altium.com, with which you can enter into a live dialogue with one of our product experts.

All target pages will open in a separate tab of your web browser.

This region is only presented to you if you are a member of an account with Altium. If you are self-registered with AltiumLive, but have not been invited to an actual Altium account – typically by an Administrator of your Altium account and through email invitation – this region will not be present.

Contents

Signing in to the Interface