Managing Your Onshape Enterprise Subscription

To access the area in which you change account preferences for all users:

1. Tap the hamburger menu in the upper-left corner of the screen, then tap My account. This brings you to your account settings page:

The My account settings page as seen on an iOS device.

2. From there, tap Preferences to open your account Preference settings page.

There are a few preference settings you can make on behalf of the Enterprise account:

• To require users to use specific, approved drawing templates that you have loaded/created in Onshape.
• To enable an enterprise-owned, shared materials library to be accessible by all enterprise users.

For information and instruction on creating your own drawings templates and making them available to your users, see the Learning Center's Technical Brief Best Practices for Creating Native Onshape Drawing Templates.

For information on adding custom materials libraries, see Customizing Parts: Materials.

Select your preferred language from the dropdown (shown in the image below). When you click Save language, Onshape automatically signs you out and you must sign in again to view the language change.

This is an ongoing effort; you may see terms that are not yet translated.

Between these four options, you can change the start-up page to whichever one you prefer.

Select your preferred startup page from the dropdown:

Units of measurement and precision used in all your Onshape documents, unless specifically overridden in a dialog (by entering units of choice). You can also specify default units for a specific workspace using that workspace's Document menu > Workspace units.

Defaults to inch, degree, pound, and three decimal places for units of measure for all documents and encompasses all measurements in Part Studios, Assemblies, and Drawings; all values displayed in sketch dimensions as well as the default input units for all features.

The decimal place settings:

• Are currently available on browser only
• Are currently applied to the feature dialogs, sketch dimensions, and manipulator dialogs
• Work with the Measure tool and Mass properties tool
  • The Measure tool will display values in scientific notation when the display precision is not sufficient.
  • The Mass properties tool will display error in measurement; see Mass Properties Tool for more information.
• Impacts the display only; values are rounded internally
• Are not used for computation
• Are used internally to determine the number of decimal places to display, regardless of how many places are entered; if more than the specified number are entered, they will be visible when the field is selected for edit.
• Do not affect any external files imported

Overriding default settingsCopy link

In addition to setting default units for all documents you create (through this Preferences tab), you can also change and specify default units for a specific workspace in a document through the Document Toolbar and Document Menu in a document.

Despite default settings, Onshape allows you to specify a different unit of measure in any numeric field; the value is converted to the default unit automatically. For example, if the default unit is inches, you may still specify a different unit type (for example "10mm") in a numeric field.

Keep the default settings for mouse mappings, or select a familiar traditional CAD system’s default settings. These settings also control mouse mappings for Drawings.

Onshape supports 3Dconnexion devices including the SpaceMouse. See your SpaceMouse instructions for information on how to set up your mouse with Onshape.

Create device profile preferences here, including rendering at high resolution pixel density. This profile may be used on any device.

Associate the profile and the browser/device by selecting a particular profile on a particular machine or browser through this interface. Select a profile for each machine and each browser used on a machine.

• Match pixel density:

  • Automatic (default) - Onshape determines the resolution needed for rendering.

  • On - Render at the resolution of the display.

  • Off - Do not render at the resolution of the display. Graphics will be rendered at a lower resolution.

Creating a profile:

1. Click Create profile.
2. Enter a name for the profile and click Create.
3. Select the preferred setting for matching pixel density.
4. Click Save profile settings.

Deleting a profile:

1. Select the profile from the dropdown.
2. Click Delete profile.

   Note that this action may not be undone.

3. Click OK to confirm the deletion, or Cancel.

Customize the shortcut toolbars available for Sketch tools, Feature tools, Assembly tools, and Drawing tools. Select the toolbar to customize; check the tools to include and uncheck the tools to exclude from the menu. If you do not customize the toolbar, each time Onshape is updated, the default toolbar may change. Once customized, your customizations take precedence over any defaults.

• There are no limits to the number of tools you can include.
• The order of tools in the toolbar is determined by the order in the list (currently).
• Use the S key to invoke the toolbar; use the Esc key to close the toolbar. The toolbar appears near the mouse pointer.

ToolbarsCopy link

Click Reset the defaults to restore toolbars to the default settings.

Set background color of model space for imported DWG and DXF files.

Create and add custom material libraries, remove unnecessary libraries, and make libraries available to all users within an enterprise. For more detailed information, see Customizing Parts: Materials

Add custom export rules based on object type, category, and file format to automatically generate metadata-driven file names when exporting objects.

1. Click Add export rule.

2. Select a Scope, that is, the type of part for which this export rule will apply: Part, Assembly, Drawing, or Part Studio.

3. Optionally, select a previously-defined Category. If a category is selected, the export rule applies to all applicable objects within that category. If no category is selected, the export rule applies to all objects in all categories. The category available corresponds to the selected scope.

Only one rule may be created per category.

4. Select a file format (or all file formats).

5. Specify a convention for the file name. This convention is used for all file names for the applicable objects and specified file format. Use expressions in the form of ${<property-name>} to include an active metadata property in the naming convention.

   Valid properties display in blue, invalid and inactive properties display in red. For example, ${name} uses the part name as the file name. Special characters may be added to the convention, for example, the hyphen and underscore in:
   ${department} - $document.name} _${partNumber} [${revision}]
   
   Part studio properties are accessed with the prefix partStudio. For example, to access the Part Studio name, use:
   ${partStudio.name}
   
   Rules can also be applied to part faces (when being exported to DXF and DWG), sheet metal flat patterns, and can include sheet reference for a part in a drawing when the property is the part property associated with the drawing on the primary sheet (using reference.<property>).
   

   

Convention rules correspond to the name of the custom properties that are associated with the selected Category. The rules follow a camel-casing rule, so if the rule name is Not revision managed, the convention rule is notRevisionManaged.

Standard yearly users cannot create new custom properties and thus cannot create rules that use user-generated custom properties since users can only create new custom properties if they are associated with companies or enterprises.

In order for custom properties to be used, follow this workflow:

1. Navigate your user menu > Company/Enterprise settings.

2. Click Custom Properties.

3. Click Create custom property:

   1. Fill out the required fields.

   2. Optionally, set a Display name. If a Display name is set, the name is referenced when creating the rule. If no Display name is set, the Name is used.

   3. Important: The Publish state must be Active in order for the custom property to be available for export rules.

   4. Under the Categories section, if there is an existing Category to add the property to, add that here. Otherwise, proceed to the next step.

4. While in the Company/Enterprise settings, click Categories.

5. Click Create category:

   1. Select a Scope (Part, Assembly, Drawing, or Part Studio).

   2. Fill out the required fields.

   3. Publish State must be Active in order for the Category to be available for the export rules.

   4. Optionally, under Parent categories, add a category to act as a parent category (for the child to inherit properties from).

   5. Under Properties, add the desired custom property. This may be an existing/default property or a newly created property from the previous steps.

      For reference, you can add export rules for the following:

      • Document name

      • Export format

      • Resolution

      • Units

      • STL format

      • Export timestamp

      • Properties of the item being exported (depending on its category)

      • Properties of the workspace/version it’s being exported from

      • For drawings, properties of the part/assembly it references as well as for Inspection symbol count

6. Once created, follow the basic workflow, and select the corresponding Scope, Category, Format and under Convention, add the rule of the custom property just created.

When an enterprise is making use of Onshape release management tools, individual users who may be asked to approve releases can delegate that approval. This is convenient for planned absences as any user has the ability to specify another user to be notified of pending release candidate approval requests and given permission to act on the request. Upon specification of a delegate, the user or team members named as delegate are notified of the assignment. The user who is delegating the approval responsibility sees a message every time they sign in or refresh an Onshape session:

Delegated approval requests are not able to be delegated to another user. For example, if User-A delegates approval to User-B, and User-B delegates approval to User-C, User-C will get approval requests that specified User-B, but not approval requests that specified User-A.

To specify a user as your delegate:

1. Open the User menu in the top right corner of the window.
2. Select My account.
3. On the My account page, select Preferences.
4. Scroll down to Release management.
5. Check the box next to Delegate approval to another user or team.
6. Supply the team name or email of the user or users (or click in the box to select from a list of known users and teams).

When something is released, both the user who delegated and the user or users who are delegates receive a notification.

1. Click Change password and enter the old password, the new password, and re-enter the new password.

   The list of guidelines leads you through creating a password. Each requirement is marked when your password fulfills the requirement.

2. Click Update password.

Onshape highly recommends taking advantage of our two-factor authentication functionality. Two-factor authentication (2FA) allows you to configure your Onshape account to require more than a single password to sign in. Using one password to sign into a website makes you more susceptible to security threats because one piece of static information may be easy to guess or acquire. With 2FA, a second piece of information is required, and that second piece of information is generated dynamically during the sign in process, and may be different each time you sign in.

We highly recommend you use 2FA for Onshape and for all websites you use that support it.

How it worksCopy link

Download a two-factor authentication app (like Google Authenticator) to your phone and set it up with Onshape through the Onshape user interface. This enables the app to generate a one-time code that Onshape is able to recognize. Once you enable 2FA in Onshape, Onshape will prompt you for the 2FA code after you sign in with your password.

You are able to allow the 2FA mechanism to remember the devices on which you sign in so that once you use 2FA authentication to sign in to Onshape from a specific device, you won't need a 2FA code to sign in on that device for 30 days.

1. Download a two-factor authentication app to your device.

Google Authenticator is one example.

2. Sign in to your Onshape account.
3. In the menu under your username, select My account.
4. In the list on the left side of the page, click Security.
5. To the right of Two-factor Authentication, click Enable.
6. Click Set up two-factor authentication.
7. Confirm password.
8. Click OK.

Continuing from the instructions above:

1. Use the Authenticator app on your device to scan the QR code presented in the Onshape user interface.

Once registration is complete, the phone app will list a code for each registration you create. It is these codes that you enter into Onshape when presented with the 2FA sign in page.

If you are not able to use the QR code, click the enter this text code link provided in the Onshape interface to obtain a code.

2. Enter either the six-digit code that the 2FA app generates or the code supplied by Onshape.
3. Click Enable.
4. When the recovery codes are displayed, copy them to a safe place; you need access to them in the event you do not have your phone or the authentication app.
5. Click OK.

Onshape provides you with 5 active recovery codes at a time. Keep these codes in a place accessible to you separate from your device or the authentication app.

Onshape cannot help you if you delete the app or lose your phone.

You can generate these Recovery codes at any time through the Onshape interface, but only the most recently generated series are active at any one time. Once you use a code it is no longer valid. When you generate a new list of codes, all previous codes (used or unused) become invalid.

When two-factor authentication is enabled, Onshape prompts you for a code upon sign in:

1. After you enter the password to your Onshape account, you are prompted for the authentication code.
2. Open the two-factor authentication app on your device to view the code; enter the code in Onshape.
3. Click Verify.

In the event that you don't have access to the app, click the Enter a two-factor recovery code link to enter one of your current recovery codes.

You can disable (and re-enable) two-factor authentication at any time.

1. On the Security tab of the User Profile page in Onshape click Manage, and then Disable:
2. Confirm password.

3. Click OK.

Should you need to replace a device on which you have 2FA enabled for Onshape:

1. Before replacing the device, disable 2FA through the Onshape interface.
2. Enable 2FA once the new device is online.

Note that Onshape doesn't support the Replace 2FA option.

Onshape third-party apps are of the following types:

• Integrated Cloud Application - Accessible from within an Onshape document
• Connected Desktop Application - Downloaded from the third-party website and installed on your physical machine
• Connected Cloud Application - Accessible from a cloud-based service

After purchasing an app, you may have to grant it access to your Onshape documents.

1. While in a document, click the and select Add application. (Select the desired application.)
2. Review the permissions you are about to authorize, then click Authorize application (or Deny if you no longer wish to use the app).
3. To view the permissions an application has on a document, or to give the application access to another document:
   1. Click Share to open the Share dialog and settings for that document.
   2. On the Application tab, select the application from the drop down and click Allow.
4. To revoke an application's access, click the x next to the application name at the top of the dialog.

Purchased apps that are authorized to access your Onshape data are listed in three places in your Onshape documents:

• Applications tab in the user profile (My account page) - Shows all apps you have authorized to access your Onshape data.
• Subscriptions tab in the user profile - Shows all apps for which you have a subscription.
• On the Add application command from the menu at the bottom of your Onshape window.

An owner of a company or enterprise may purchase multiple seats for an application, to make available to users of their organization. An owner may add and remove users at any time for any given application.

To add seats while purchasing an application:

1. Click the app button to purchase or subscribe, as you normally would, in the App store.
2. On the confirmation page is a field to enter the number of users you are paying for (include yourself, if appropriate).
3. Click the purchase button.
4. Enter your Onshape password.
5. A confirmation dialog appears, providing more information about your purchase.
6. Click Close to dismiss the dialog.

Once you purchase multiple seats for an app, you can manage the users who are allowed to use that app. You can change users who may use the app and change the number of seats.

1. On the Applications tab of the Enterprise settings page, select the app you wish to manage.
2. On the page that appears, increase the number of seats you wish to pay for: enter a value in the field and click Update.

   A confirmation dialog appears and your changes take effect immediately.

3. In the Add users field, enter the email addresses of the users who should have access to the application, and click Add. Note that these users must already be members of the enterprise.
4. To remove a user's access to the application, click the X next to their name in the list.

Through the My account area and Applications tab, users can take action on the apps used with their Onshape account.

• Revoke - Remove an app's access to Onshape data. This does not remove the app from Onshape. If you use this app again, you will be prompted to allow access to your Onshape data.
• Authorize Application - Authorize the purchased app to access your Onshape data. You see this option in an Onshape document: Click the icon > Add Application > application-name. A new tab opens and becomes active in your Onshape document.
• Control application access to my documents individually through the Share dialog? - Some applications prompt you to allow the app access to all your Onshape documents. If you would like to have control on a per document basis, turn this option on.

  If you have granted access prior to turning this switch on, that access is still granted. If you turn this switch off, all access previously granted is still granted. When this switch is on, you must use the Share dialog to allow a specific application access to a specific document.

1. Click Add to the right of the feature of interest (or features; you have the ability to request access to multiple features).

   When you click Request access, you are directed to an End User license agreement page.

2. Read the agreement.
3. Click Accept if you agree and wish to continue.

   Click Cancel if you are no longer interested.

Clicking Accept sends a message to Onshape that you are interested in a particular feature. Your request is reviewed and when approved, you receive an email confirmation.

1. Expand the menu under your user name/Account user icon in the top right corner of the page and select Enterprise settings:
2. On the page that appears, select Teams from the left panel and click the Create team button:

   

3. Enter a name for the team, and a Description, or statement of purpose:

   

4. Click Save:
5. Add members by entering individual email addresses (or copy/paste a comma-separated list of addresses), select a role (Member or Admin).

Use the Search bar to search for team members.
You can return to this page and change a team member's role.

6. Click Add.
7. When finished adding team members and assigning roles, click the arrow to the left of the team name (at the top of the page) to return to the Accounts page.
8. You see the new team listed on the Teams page.

   Creating a team also adds a filter for that team in each member's Documents filters on their Documents page. These filters list all documents shared with a particular team.

To make it easier to find specific teams, you can sort by the name column (click 'Name' to toggle the sort alphabetically). You can also enter search terms for team names.

Members may remove themselves from a team, and any member with an Admin role may remove users including themselves as long as they are not the only administrative user left. Users removed from a team receive an email notification and are removed from the Share list of any document shared with the team. Those documents are removed from the user's Documents page.

1. Expand the menu under your user name or Account user icon in the top right corner of the page and select My account (for Standard and Free subscriptions) or Company / Enterprise settings (for Professional and Enterprise subscriptions).
2. Select Teams in the left panel to access the list of teams of which you are a member.
3. Select the team in the list from which you wish to remove yourself or another member.
   • To remove yourself (as a member): Click the Leave team button.
   • To remove yourself (as an admin): Click the X to the left of your name (Note this only works if there is another admin still on the team).
   • To remove another user: Click the X to the left of the user name (Note this only works if you are an admin).

Any Admin of the team can delete the team at any time. This immediately removes the share permissions for all documents shared with the team and removes the documents from each member's Documents list.

On the Properties page:

1. Click Create custom property.
2. Specify a name for the property. The name should be unique among Onshape and custom properties. When testing for uniqueness, Onshape uses the Company name and the name of the property.
3. Select a property type:
   • Text
   • Boolean
   • Integer
   • Double
   • Date
   • List

     When defining lists and values, you can copy/paste values or enter them separately. You can also specify display names (they may not duplicate the Value, however). You can reorder the values with drag/drop, and select whether each is active/inactive at any time.

   • User
   • Value with units
4. The initial Publish state is Pending (not yet available to users). When you want this property to be available to users, select Active (available to users and values entered are recorded in the database). To retire this property from use, select Inactive. Inactive values are available only through the Onshape API.
5. Supply the rest of the property’s attributes, a red asterisk indicates a required field. Depending on the property type you selected above, different attributes may be available.
   1. Default value - (Available for all types) Enter a default value here, if desired. This value serves as the default if the user doesn’t specify a value.

      When entering values for the User property type, it must be a valid Onshape user’s email who already belongs to the company in which the property was created.

   2. Description - (Available for all types) Enter an optional Description for the property .
   3. Unit type - Available for Value with units type only. Select from the list of unit types for the custom property, including:

      Any	Acceleration	Angle
      Angular velocity	Area	Energy
      Force	Length	Mass
      Moment	Pressure	Time
      Volume

   4. Indicate where the property may be edited and whether it is required:
      • Required - Indicates that the property value is required.
      • Edit value in version - Indicates that this property value may be edited in a document version; allow the user to supply a value for this property in any document version. Also indicate if the value should be edited only through the API and not through the Onshape user interface.
      • Edit value in workspace - Indicates that this property may be edited in a workspace; allow a user to supply a value for this property in any document workspace. Also indicate if the value should be edited only through the API and not through the Onshape user interface.
6. Enter optional validation criteria for properties, including those that can have a pattern:
   1. Check Multiline if the value can have multiple lines of text (for example, a Description may require multiple lines of text).
   2. Enter a minimum length and/or a maximum length, if desired.
   3. Indicate the pattern in the Pattern field, such as any regular expression including:
      • [A-Z]+ which requires 1 or more uppercase alphabetical characters
      • [0-9]+ which requires 1 or more numeric characters
      • [a-z]+ which requires 1 or more lowercase alphabetical characters
      • ONS-[0-9]+ which requires the prefix ‘ONS-’ followed by 1 or more numeric characters. You could put the required prefix in the Default value attribute so it appeared automatically. Users receive an error notification specifying the required pattern if the value is invalid.

7. Select a category (or categories) in which the property will be available. The category must already be defined through the Categories tab by an administrator of the company or enterprise. You may select more than one category, and also remove a category by clicking the X to the far right of the category line. For more information on Categories, see below.
8. Custom properties assigned to the Part and/or Assembly category can be set to a computed function in order for the property to be a computed property. For more information, see Creating computed properties, below.
9. To make the property available to all users in the Company, make sure the Publish state is set to Active.
10. Click Create.
11. A message appears reminding you that if you make this property active, all users in the company or enterprise will be able to see it. Click Confirm publish to continue to activate the property. You can publish later instead.

Creating computed properties

You can create a custom property that uses FeatureScript to compute a value. Once you have a property like this, you can use it through a custom property in your company/enterprise settings to compute a property. These computed properties can be used with Part categories. Once you have a computed part property defined, you can create another custom property that uses the computed part property to aggregate it for Assemblies and include the information in the Assembly and Drawings bill of materials tables.

The property types that can be aggregated for assemblies are: Boolean, Integer, Double, and Value with units so long as the units are a type other than 'Any.'

Creating a computed part property

1. On the Custom properties page in your Onshape settings (as described above), create the Custom property to use in conjunction with a computed property.

2. In the Categories section of the definition, add a category of Part to indicate to apply the property to Parts, and the Assembly category to apply the property to Assemblies.

3. To create a computed part property, in the Computed part properties section, check the box for Compute part property.

4. Click the Select computed part property function, and then navigate to the document that has the computed property (FeatureScript) you want to use and select it in the dialog.

   

5. Then select the property from the list displayed.

6. Click Create to create the property (or Cancel to close the page without creating the property). Confirm the Create action when prompted.

Creating an aggregated Assembly property

Make sure you have the computed Part property defined (as described above) that you want to use to create aggregated data for an Assembly.

1. Add the Assembly category to the computed part property through the Categories field:

   

2. Notice that a new area appears on the page, at the bottom, called Aggregated assembly properties. (This is available only for types of: Boolean, Integer, Double, and Value with units so long as the units are a type other than 'Any'.)

   

3. Check the box and the following fields appear with which to define the aggregate data:

   

4. Define the desired Assembly aggregation method to compute and display:

   1. Value with units, Integer, and Double types

      • Sum, Minimum, Maximum, Average, Weighted Sum, or Weighted Average

   2. Boolean type

      • Any - Return true if at least one item is true

      • All - Return true if all items are true

      • Not any - Return false if at least one item is true

      • Not all - Return false if all items are true

5. Select the Aggregated property to compute and display:

   1. Value with units, Integer, and Double types

      • The same property

   2. Boolean type

      • The same property (Boolean)

      • Not revision managed

      • Exclude from BOM

6. In the Missing value handling field, specify how to handle the aggregation when a value is missing:

   1. Skip aggregation (ignore and do not aggregate)

   2. Treat as zero (treat the missing value as a zero)

7. In the Error handling field, specify how to handle errors when they occur:

   1. Skip aggregation

   2. Treat the error as a zero

   3. Treat as true/false (for Boolean)

   4. Propagate the error into the computation

8. Check the Filter aggregation box to filter the aggregation (ignore it using a boolean property as the filter) and then select the method for filtering:

   1. Boolean filter property - Select from Not revision managed and Exclude from BOM, or a custom boolean property

   2. Filter behavior - Select from Include when true and Exclude when true

9. Click Create to create the property (or Cancel to close the page without creating the property).

Example of aggregated assembly property, using Mass

Create the following FeatureScript (or similar), in a Feature Studio named Custom mass:

annotation { "Property Function Name" : "Custom mass"}

export const mass =

defineComputedPartProperty(function(context is Context, part is Query, definition is map) returns ValueWithUnits

{

const volume is ValueWithUnits = evVolume(context, { "entities" : part });

const material is Material = getProperty(context, {

"entity" : part,

"propertyType" : PropertyType.MATERIAL

});

return material.density * volume;

});

Create a custom property in your company settings > Custom properties page, called Custom mass:

Assign the custom property to the Part category and the Assembly category:

Select the FeatureScript under the Compute part property: check the box, click Select computed part property function:

Select the checkbox for Aggregate assembly property, and specify how to include the information in the Bill of materials:

In an assembly, you can add the property to the BOM:

1. Open the BOM.

2. Click Add column and select the custom property you created in the procedure above.

3. The property is added to the BOM:

   

You can also use FeatureScript to create custom properties. These custom properties are also displayed on the Custom properties page, by name and property ID.

Onshape metadata and custom properties can only be edited by Owners and users with the Admin role.

On the Properties page, you have the ability to:

• Search for properties. Use the search box to enter a property name or partial name; check the box to search for inactive properties.

  The list presents Onshape metadata properties first, then custom properties in alphabetical order.

• Click a Property name to open it for editing. You may make any changes desired to a property with a Publish state of Pending, including deleting that property. If the property is already set to Active, you can set its state to Inactive and change its display name, but you will not be able to delete the property. Active properties with List type can be reordered and added with additional values/display names. Existing list values can be made inactive and its display names can be edited.
• Inactive properties are not visible in any Properties dialogs, but are still associated with the objects. Any other changes made to an Active property are immediately available and effective upon Save. An Inactive property is able to be made Active again.

  See Creating and activating new custom properties for information on modifying fields.

You can access properties and custom properties in different areas in Onshape depending on their attributes.

Right-click on an entity (for example, a Part, Part Studio, Assembly, Drawing, etc.) to access the context menu, then click Properties to open the Properties dialog. If there are custom properties accessible, they will appear listed in the dialog.

You can also access custom properties with the Advanced search feature on the Documents page. Expand the Advanced search dropdown, then expand the Add criteria dropdown: 

If there are custom properties accessible, they will appear listed in the dropdown (see Test Property highlighted in the image above).

When using the User custom property type, the current user cannot be searched for. You have to select Current user, located at the top of the list.

When a property becomes obsolete, or an error in the definition is discovered after the property was made Active, you can retire the property. Retiring a property removes it from all Properties dialogs but keeps the property associated with the objects and preserves the data in the database. To retire a property:

On the Custom properties page:

1. Search to locate the property, if necessary.
2. Click the property name to open for editing.
3. Select the dropdown for Publish state and select Inactive.
4. Click Save changes.

Inactive properties may be made Active again.

To create a category:

1. Navigate to Enterprise settings.
2. Select Categories. Onshape has standard existing categories for Onshape objects, including: Global, Part, Assembly, Drawing, Part Studio, File, Application, Version, Workspace, and Item. The Scope of these (and all) categories are listed in the next column. The Scope refers to the Onshape objects the properties within the categories apply to.

   

3. Click the Create category button at the top of the page.
4. Select a Scope, that is, the types of Onshape objects to which this category may be applied. Note that selecting a Scope is not required. If no scope is assigned, the category will not be selectable but can still be inherited by other categories which have an assigned scope.
5. Assign a Name for the category.
6. Select a Publish state: Active = visible by and available to all users; Pending = Saved but unavailable for use; Inactive = No longer available for use. You can mark a category as Pending, then go back later and make it Active.
7. Supply a Description of the category, if desired.
8. Select any Parent categories, existing categories from which you want this new category to inherit properties. Assigning a parent category to a category carries properties assigned to the parent category over to the category. This is useful when the new category uses all of the properties that are already assigned to the parent category, but requires a few extra properties specific to the new category.
9. Select the Properties (custom properties), that you want this category to include. These are the properties that will display whenever the category is selected for an object type.

   

10. Click Create to create the new category.

The new category is listed on the main Categories page. Categories are also available in the Advanced search dialog, in the Add criteria dropdown.

Sub-categories and inheritanceCopy link

Categories can also inherit from a parent category, if you wish. These nested categories inherit the properties of the parent, and also allow you to add properties that are unique to that sub-category. One example for using inherited properties would be a category for parts that are manufactured in-house. This parent category could have all the common properties across multiple parts like part number, release state, and date approved. You can then create sub-categories under that in-house category for each type of part you manufacture, like: sheet metal, injection molded, machined, and welded, and then have those categories contain properties unique to those types of products and their processes.

The only difference when creating a sub-category, is to select a Parent category:

The Parent category of the new category being created, above, is In-house manufacturing and its properties are listed as Inherited properties under Properties

You would also select specific properties for the sub-category, shown above as Classification and Size

Once you click Create, the sub-category is listed on the Categories page. You can view it in the list, just as any other category, and you can also expand the parent category and view it there:

The Welded category shown indented below In-house manufacturing is the same category shown last in the list, above

You can select one or the other of the entries for a sub-category and the other entry is also highlighted; this makes subcategories easier to find, as shown below:

To view the list of categories without sub-categories listed, place a check in the Hide sub categories in list checkbox at the top of the interface.

Onshape third-party apps are of the following types:

• Integrated Cloud Application - Accessible from within an Onshape document
• Connected Desktop Application - Downloaded from the third-party website and installed on your physical machine
• Connected Cloud Application - Accessible from a cloud-based service

After purchasing an app, you may have to grant it access to your Onshape documents.

1. While in a document, click the and select Add application. (Select the desired application.)
2. Review the permissions you are about to authorize, then click Authorize application (or Deny if you no longer wish to use the app).
3. To view the permissions an application has on a document, or to give the application access to another document:
   1. Click Share to open the Share dialog and settings for that document.
   2. On the Application tab, select the application from the drop down and click Allow.
4. To revoke an application's access, click the x next to the application name at the top of the dialog.

Purchased apps that are authorized to access your Onshape data are listed in three places in your Onshape documents:

• Applications tab in the user profile (My account page) - Shows all apps you have authorized to access your Onshape data.
• Subscriptions tab in the user profile - Shows all apps for which you have a subscription.
• On the Add application command from the menu at the bottom of your Onshape window.

An owner of a company or enterprise is able to purchase multiple seats for an application, to make available to users of their organization. An owner is able to add and remove users at any time for any given application.

To add seats while purchasing an application:

1. Click the app button to purchase or subscribe, as you normally would, in the App store.
2. On the confirmation page is a field to enter the number of users you are paying for (include yourself, if appropriate).
3. Click the purchase button.
4. Enter your Onshape password.
5. A confirmation dialog appears, providing more information about your purchase.
6. Click Close to dismiss the dialog.

Once you purchase multiple seats for an app, you can manage the users who are allowed to use that app. You have the ability to change users who can use the app and change the number of seats.

1. On the Applications tab of the Enterprise settings page, select the app you wish to manage.
2. On the page that appears, increase the number of seats you wish to pay for: enter a value in the field and click Update.

   A confirmation dialog appears and your changes take effect immediately.

3. In the Add users field, enter the email addresses of the users who should have access to the application, and click Add. Note that these users must already be members of the enterprise.
4. To remove a user's access to the application, click the X next to their name in the list.

Through the My account area and Applications tab, users have the ability to take action on the apps used with their Onshape account.

• Revoke - Remove an app's access to Onshape data. This does not remove the app from Onshape. If you use this app again, you will be prompted to allow access to your Onshape data.
• Authorize Application - Authorize the purchased app to access your Onshape data. You see this option in an Onshape document: Click the icon > Add Application > application-name. A new tab opens and becomes active in your Onshape document.
• Control application access to my documents individually through the Share dialog? - Some applications prompt you to allow the app access to all your Onshape documents. If you would like to have control on a per document basis, turn this option on.

  If you have granted access prior to turning this switch on, that access is still granted. If you turn this switch off, all access previously granted is still granted. When this switch is on, you must use the Share dialog to allow a specific application access to a specific document.

JAVA

void matchSignatureHeader(String messageBody, String timestamp, String signatureKey, String signature) throws Exception {

NODE.JS

const crypto = require('crypto');
……
var signatureKey; // The primary or secondary key
var message = timestampHeader + "." + rawPayload; // The timestamp header and the webhook payload
var hashValue = crypto.createHmac('SHA256', signatureKey).update(message).digest('base64');
if (hashValue === signatureHeader) { // signatureHeader is the primary or secondary signature header received with the webhook
// Signatures match
}