Managing Your Free Onshape Subscription

Select your preferred language from the dropdown. 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.

Select your preferred landing page from the dropdown. When you click Save startup page. If a company or enterprise administrator sets a different Startup page for the company/enterprise account, this setting takes precedence.

The units of measurement and precision set here are used in all your Onshape documents, unless specifically overridden in a dialog (by entering units of choice) or by setting the default units per workspace through the workspace's Document menu > Workspace units. You can also select from a 12 hour or 24 hour time format here.

Onshape 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 settings

In addition to setting default units for all documents you create (through this Preferences tab), you may 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.

You have the option to 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 are able to 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.

Toolbars

Click Reset to 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 a company. 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>).

   

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.

      Valid properties include:

      • Document name property

      • Export format property

      • Resolution property

      • Units property

      • STL format property

      • Export timestamp property

      • 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

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.

1. Expand the menu under your user name and select My account:

   

2. Select the Security tab.
3. 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.

4. 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 can 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 will not be able to help you should 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 may 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.

Adding seats during purchase

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.

Adding seats and managing users after purchase

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 Company 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 company.
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 are able 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. Conversely, you can also grant access directly on the Applications tab of the My account page, by clicking the Grant button.
• 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.

Find the Early Visibility program sign up page under My account:

Once in the Account management area, select the Early visibility tab.

1. Click Add to the right of the feature of interest (or features; you are able 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 in the top right corner of the page and select My account.
2. On the page that appears, select Teams from the left panel and click Create:

   

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

   

4. Click Create team:

   

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.

Members are able to remove themselves from a team, and any member with an Admin role is able to 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 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 has the ability to 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.