Managing Your Standard Onshape Subscription
Standard subscriptions are directed towards single professional users who do not have a need for company-wide settings and functionality. Standard subscriptions are billed per user (at an annual rate of $1,500), and include all Onshape features with the exception of the following:
- Automated Release management tools
- Custom properties (company metadata)
- Company-wide material libraries
- Company-based sharing
- Consolidated billing
The Account menu, located under your name in the upper-right corner of the interface, allows you to access:
- My account - Where you can manage and maintain your Onshape account, set preferences, notifications settings, security and more, as explained below.
- Action items - View any tasks that have been assigned to you through the Comments dialog. More on tasks, below.
- View support tickets - View any support tickets you have submitted. If you would like to submit a support ticket, look in the Help menu (the icon to the right of your name in the upper-right corner of the interface).
- Sign out - Sign out of and close your Onshape session.
When you select Action items from the account menu, you see page with the following filters on the left:
- Role - Choose between filtering through releases or tasks assigned to you or created by you by selecting one of the radio buttons to the left of the filter options.
- Status - Choose between filtering through open releases or tasks or closed releases or tasks by selecting one of the radio buttons to the left of the filter options.
- Sort - Sort your filtered results by Oldest releases and/or tasks first or Newest first by clicking the dropdown arrow under Sort and selecting your preference (Onshape defaults to sorting by Oldest first).
As you select different filters, the results for the corresponding selections will appear in the Action Items list located in the center of the page.
All of the management and maintenance of your Onshape account can be done through the My account page, accessed through the User menu at the top right of the Onshape window. The icon for the user menu may look like this . You can also upload an image of your choosing to take the place of this icon.
To navigate to your Onshape profile, click your Account user icon in the top right corner of your Onshape window. This opens a dropdown menu, from there, click My account.
This automatically brings you to your Onshape user profile.
Onshape automatically records the first and last names you specify during sign up; here you may also enter a personal nickname for display in the system (in the upper right-hand corner of the user interface). Upload a photo to be used next to your user name and on comments, in the Share dialog, and generally wherever lists of user information exists.
Username is the name to be used as your Onshape forum name.
Nickname is the name seen by other users when you collaborate and is also displayed in the upper right corner of your Onshape window.
Click the Update profile button at the bottom of the page to save your changes.
To navigate to your Emails settings in Onshape, click on your Account user icon in the top right corner of your Onshape window. This opens a dropdown menu, from there, click My account.
This brings you to your profile. From there, click Emails in the list on the left side of the page.
This brings you to your Emails settings.
Specify up to three email addresses with which to access your Onshape account. One address functions as your primary email, used for all Onshape notifications and communications. Change the primary designation at any time after adding at least one more email address to your account.
All email addresses added to the system must be verified. Check the email address for a verification notice from Onshape.
Any email address associated with an account (even those not designated as primary) may not be used to create another Onshape account.
Remove an email from your account by clicking the small "x" next to the email listing (shown above).
You may use any of the verified email addresses on your account to request a reset for a forgotten password.
To navigate to your Preferences settings in Onshape, click on your Account user icon in the top right corner of your Onshape window. This opens a drop down menu, from there, click My account.
This brings you to your Onshape profile. From there, click Preferences in the left pane.
You are able to specify your preference for the following settings in Onshape.
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.
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:
- Click .
- Enter a name for the profile and click .
- Select the preferred setting for matching pixel density.
- Click .
Deleting a profile:
- Select the profile from the dropdown.
- Click .
Note that this action may not be undone.
- Click to confirm the deletion, or .
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.
Click 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
This functionality is also available on Onshape's iOS and Android platforms.
To navigate to your Notifications settings in Onshape, click on your Account user icon in the top right corner of your Onshape window. This opens a drop down menu, from there, click My account.
This brings you to your Onshape profile. From there, click Notifications in the list on the left side of the page.
This brings you to your Onshape Notifications settings, where you have the option to edit details such as your first name, last name, username, nickname, and biography.
In your Notifications settings, there are two sections: Email notifications for shares and comments, and Mobile notifications for shares and comments. Both sections have various radio buttons you may or may not select in order to make notification changes, and a Save notifications button to save your changes.
Email notifications for shares and comments
The top section of your Onshape Notifications page is where you make changes to your Email notifications for shares and comments. In this section, you have three options to choose from:
- All new shares and comments -When selected, you will receive email notifications for all new shares, including to your teams or companies, and comments in documents you have access to.
- Direct shares, mentions, and marked documents -When selected, you will receive email notifications for shares directly to you, comments mentioning you, and documents you have specifically marked to receive comment emails.
- Nothing - When selected, you will not receive any email notifications for shares or comments.
Click the radio button to the left of the option in order to select it. Click the Save email notifications button at the bottom of the section, when you have finished editing your Notifications, to save your changes.
Mobile notifications for shares and comments
The bottom section of your Onshape Notifications page is where you make changes for receiving notifications on mobile devices for shares and comments. Similar to the Email notifications for shares and comments section, in this section you have three options to choose from:
- All new shares and comments - When selected, you will receive mobile notifications for all new shares, including to your teams or companies, and comments in documents you have access to.
- Direct shares, mentions, and marked documents -When selected, you will receive mobile notifications for shares directly to you, comments mentioning you and documents you have specifically marked to receive comment emails.
- Nothing - When selected, you will not receive any mobile notifications for shares or comments.
Click the radio button to the left of the option in order to select it. Click the Save mobile notifications button
at the bottom of the section when you have finished editing your Notifications to save your changes.
If you have forgotten your password and need it reset, proceed to the Onshape sign in page and click the "Forgot your password?" link to access a page on which you are able to request a password reset link via email.
To navigate to your Security settings, click on your Account user icon in the top right corner of your Onshape window. This opens a dropdown menu, from there, click My account.
This brings you to your Onshape profile. From there, click Security in the list on the left side of the page.
This brings you to your Onshape Security settings. Change your Onshape system password, and also enable (or disable) two-factor authentication.
- Expand the menu under your user name and select My account:
- Select the Security tab.
- 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.
- Click .
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 works
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.
- Download a two-factor authentication app to your device.
Google Authenticator is one example.
- Sign in to your Onshape account.
- In the menu under your username, select My account.
- In the list on the left side of the page, click Security.
- To the right of Two-factor Authentication, click Enable.
- Click .
- Confirm password.
- Click .
Continuing from the instructions above:
- 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.
- Enter either the six-digit code that the 2FA app generates or the code supplied by Onshape.
- Click Enable.
- 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.
- Click .
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.
Note that you are able to 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:
- After you enter the password to your Onshape account, you are prompted for the authentication code.
- Open the two-factor authentication app on your device to view the code; enter the code in Onshape.
- 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.
- On the Security tab of the User Profile page in Onshape click Manage, and then Disable:
- Confirm password.
- Click .
Should you need to replace a device on which you have 2FA enabled for Onshape:
- Before replacing the device, disable 2FA through the Onshape interface.
- Enable 2FA once the new device is online.
Note that Onshape doesn't support the Replace 2FA option.
To navigate to your Devices settings in Onshape, click on your Account user icon in the top right corner of your Onshape window. This opens a dropdown menu, from there, click My account.
This brings you to your Onshape profile. From there, click Devices in the list on the left side of the page.
This brings you to your Onshape Devices settings, a list of all mobile devices associated with and authorized to use this account. Once you access your Onshape account on a mobile device, that mobile device is listed here.
To remove a device from the list, click Forget on the right of the window.
To navigate to your Onshape Applications settings, click your Account user icon in the top right corner of your Onshape window. This opens a dropdown menu, from there click My account.
This brings you to your Onshape profile. From there, click Applications in the list on the left side of the page.
This brings you to your Onshape Applications settings. Onshape offers third-party applications for use with your Onshape account. To access the Onshape App Store, navigate to http://appstore.onshape.com (opens in new tab) and sign in with your Onshape account credentials.
Here's a list of frequently asked questions (App Store FAQs).
Once signed in to the App store, you are able to browse the available apps and make purchases. As the owner of a company or enterprise, you may purchase multiple seats for other users in your company or enterprise and assign users to those seats.
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.
- While in a document, click the and select Add application. (Select the desired application.)
- Review the permissions you are about to authorize, then click Authorize application (or Deny if you no longer wish to use the app).
- To view the permissions an application has on a document, or to give the application access to another document:
- Click to open the Share dialog and settings for that document.
- On the Application tab, select the application from the drop down and click Allow.
- 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:
- Click the app button to purchase or subscribe, as you normally would, in the App store.
- On the confirmation page is a field to enter the number of users you are paying for (include yourself, if appropriate).
- Click the purchase button.
- Enter your Onshape password.
- A confirmation dialog appears, providing more information about your purchase.
- Click Close to dismiss the dialog.
Adding seats and managing users after purchase
Once you purchase multiple seats for an app, you are able to manage the users who are allowed to use that app. You are able to change users who may use the app and change the number of seats.
- On the Applications tab of the Company settings page, select the app you wish to manage.
- On the page that appears, increase or decrease 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.
- 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.
- 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.
- 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.
To navigate to your Onshape Integrations settings to set up access to your Dropbox and/or Google Drive account, click your Account user icon in the top right corner of your Onshape window. This opens a dropdown menu, from there, click My account.
This brings you to your Onshape profile. From there, click Integrations in the list on the left side of the page.
This brings you to your Onshape cloud-source settings. You have the ability to grant Onshape access to your Dropbox and Google Drive accounts (separately) and also remove that access.
To grant access for Onshape to import documents from (and export documents to) a Dropbox or Google Drive account, click the appropriate "Add" button and follow the steps. You'll need the credentials to your account in order to proceed through the wizard. For example:
To navigate to your Onshape Early visibility settings, click your Account user icon in the top right corner of your Onshape window. This opens a dropdown menu, from there, click My account.
This brings you to your Onshape profile. From there, click Early visibility in the list on the left side of the page.
This brings you to your Onshape Early visibility settings. The Onshape Early Visibility program offers you an opportunity to test functionality that is still under development. Due to the nature of features in development, we recommend you create specific documents for use with any Early Visibility feature. (Feel free to copy existing documents for this purpose.)
Please do not use documents you create under the Early Visibility feature for business critical or production use.
Find the Early Visibility program sign up page under My account:
Once in the Account management area, select the Early visibility tab.
- Click 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.
- Read the agreement.
- Click if you agree and wish to continue.
Click 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.
To navigate to your Onshape Teams settings, click your Account user icon in the top right corner of your Onshape window. This opens a dropdown menu, from there, click My account.
This brings you to your Onshape profile. From there, click Teams in the list on the left side of the page.
This brings you to your Onshape Teams settings. You have the ability to create teams in order to group users together for the purpose of making sharing more efficient; once the team is created, you have the option to select the team name instead of entering many users' individual email addresses during a Share operation.
It is not required that the members of a team have anything in common; not even an Onshape subscription.
One user creates a team (thereby becoming the initial admin of the team) and then adds other users to it, assigning either a user role or an admin role to each team member. Members receive notification emails when they are added and removed from a team, and users are able to belong to more than one team at a time.
Sharing a document with a team does not give any team member additional permissions on the document than the owner/creator of the document allows during the Share operation.
At any point, the admins of a team are able to remove any member from the team, thereby removing any Share permissions previously made through the team. Any Shares made on an individual basis remain in place, as well as the permission they grant.
Team members are able to remove themselves from a team, unless they are the last admin member of the team. (A team must have at least one admin.) When a member is removed from a team, any document shared with that user through the team becomes unshared and removed from their Documents list.
A team admin may delete the team at any time. Upon deletion of the team, all documents shared with the team become unshared from the team members and removed from their Documents lists.
As with all sharing operations, the following permissions are able to be assigned during the Share operation:
- View - Permission to open for read-only access; no editing allowed
- Edit - Permission to open and edit (make changes)
Following are instructions for:
- Creating teams and adding members
- Removing members and admins
- Deleting a team
- Additionally, see information about Sharing and assigning permissions to documents
- Expand the menu under your user name in the top right corner of the page and select My account.
- On the page that appears, select Teams from the left panel and click Create:
- Enter a name for the team, and a description, or statement of purpose:
- Click Create team:
- 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.
Note that you are able to return to this page and change a team member's role.
- Click Add.
- 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.
- 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 have the ability 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.
- 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 settings (for Professional and Enterprise subscriptions).
- Select Teams in the left panel to access the list of teams of which you are a member.
- 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 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.
When signing up for an Onshape Standard subscription, you enter credentials and credit card information to finish signing up:
Click your Onshape Account icon in the top right corner of your page. A dropdown menu opens, click My account:
- Click Payment options in the list on the left side of the page, then enter your credit card information in the spaces provided.
- Click Confirm payment information and review your information.
- Use the Change or Remove links to change the information or remove the credit card from your account.
To navigate to your Onshape Payment options settings, click your Account user icon in the top right corner of your Onshape window. This opens a dropdown menu, from there, click My account:
This brings you to your Onshape profile. From there, click Payment options in the list on the left side of the page:
This brings you to your Onshape Payment options settings. If you are the owner of the account, you have the ability to change credit card information, or remove a card from the listing. Note that a credit card may be removed from the account only if it is not associated with a subscription:
To change the credit card, click Change and enter the new card information.
Onshape's Professional subscription allows you to create unlimited private documents. The Professional subscription is a company subscription (you are able to pay for one or multiple users).
- If you are new to Onshape and do not yet have an account, click the Sign up link on the Onshape home page and follow the instructions.
- If you already have an Onshape account, click the Upgrade button on your account page and follow the instructions below (or navigate to http://cad.onshape.com/upgrade (opens in new tab)).
When upgrading from a Free to a Professional subscription, any View only documents you previously saw on the Documents page are now editable documents. Onshape automatically makes all of your documents accessible to you.
Please contact Onshape if you wish to cancel your subscription.
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