Getting Started as an Enterprise Administrator
This functionality is available on Onshape's browser, iOS, and Android platforms.
As an Enterprise Administrator, you are responsible for defining permissions for users. You have, by default, full access and full permission to your company’s resources. Optionally, you are able to grant similar permissions to other users using Global permissions. For more information, see Understanding Global Permissions.
Step 1: Add usersCopy link
If you are upgrading from a Professional subscription, you can skip this step because all existing users are automatically part of your Enterprise account.
If this Enterprise account is your first Onshape account, or if you need to add more users to an existing account, see Adding and Administering Users for instructions on adding users.
Step 2: Create a projectCopy link
Use Projects to group users for the purpose of assigning specific permissions for a specific set of users. Once the project is created, you can start creating documents within the project, or move documents to the project.
- After signing in to your account, proceed to the Documents page: Click the logo in the upper left corner of the window, or the Documents link to the right of the logo:
- Select Create > Project.
- Enter a name for the Project; using a highly descriptive name is ideal.
- Enter a description of the Project.
- Select the Default Permission scheme from the dropdown list.
- Select Project Administrators as the Project role to grant all permissions to a select group of users to act as administrators of the account.
- Select from the email list the users you want to act as administrators of the account.
- Click Add.
- Click OK. (Click Cancel to close this dialog without making any changes.)
As Administrator, you have the permission set to manage your enterprise settings, navigated to through the User menu. Below is a list, a short explanation, and a link to more information for each setting.
- Users - Invite or add new users to your Enterprise, view the list of current users, search for a particular user, delete selected users, and see whether a user is a Guest user.
- Teams - Create teams of users to group users together for the purpose of making sharing more efficient; once the team is created, you can select the team name instead of entering many users' individual email addresses during a Share operation. All team members must be users in the Enterprise. For more information see Enterprise Teams.
- Global permissions - Control user access to Enterprise-level operations and information. For more information, see Understanding Global Permissions.
- Authentication - Change your Onshape system password, and also enable (or disable) two-factor authentication.
- Project roles and Permission schemes - Project roles and Permission schemes work in tandem to apply access permission to documents grouped together within a Project. For more information, see Understanding and Administering Project Roles and Permission Schemes.
- Custom properties - Access the metadata definitions for Onshape objects, view these metadata definitions, and create new custom properties for use in company-owned documents, as well as provide Display names for existing Onshape properties. For more information, see Custom Properties.
- Categories - Create categories in Onshape to extend the properties of the standard Onshape object types in the system to include more targeted and relevant metadata to be applied based on design, engineering, and manufacturing processes. For more information, see the Categories heading in Managing Your Onshape Enterprise Subscription.
- Release management - A set of automated workflows in Onshape used to manage releasing revisions of parts, Assemblies, Drawings and imported files (translated or not) in a document. For more information, see Release Management.
- Preferences - Specify whether users are required to use only approved drawing templates when creating drawings, and allow (or disallow) users to add company-owned shared material libraries within their accounts. For more details on drawing templates, see Custom Drawing Templates and for more information on shared material libraries, see Customizing Parts: Materials.
- Integrations - Grant or remove access to Microsoft OneDrive, Dropbox, and Google Drive accounts to Onshape.
- Webhooks - Administrators can use webhooks to check data access integrity, ensuring that a notification was really sent by Onshape, and that it has not been tampered with in transit. Enabling webhook basic authentication populates the Authorization header in all webhook requests. See Webhooks.
- Details - View and update the details of the company information and change the logo image.
Onshape allows you to create the following types of users:
|Member Status||Guest Status|
Up to full editing abilities on projects, documents and folders. Company admin access.
Curated access to company data with up to full editing abilities. No admin access.
Maximum of view, export and comment abilities on projects, documents and folders. No admin access.
Curated access to company data with maximum view, export and comment abilities. No admin access.
To set your own preferences and view settings:
- User Profile - Specify a nickname for display purposes and upload a photo.
- Email Addresses - Add alternate emails to your Onshape account.
- User Preferences - Specify preferences for language, units, manipulating views, and more.
- Two-factor Authentication - Enable two-factor authentication for your account or change your password.
- Devices - View a list of all devices associated with your account.
- Applications - Purchase, view and manage the apps that you've authorized to work with your Onshape account.
- Early Visibility Program - Request participation in an Onshape early visibility program to test pre-release functionality.
- Payment Options - View and update payment information.
As an Enterprise Administrator, you are responsible for defining permissions for users. You have, by default, full access and full permission to your company’s resources. Any other user added to the Administrative global permission also has full access and full permission to the company’s resources. Global permissions define how much access a user has to the company resources. For more information, see Understanding Global Permissions.
When you upgrade from a Professional subscription, all users specified as part of your subscription are transferred to your Enterprise plan, so there’s no immediate need to add users. However, if you are creating a new account with Onshape, you will have to add users.
Add users by accessing your Onshape account on a browser. This functionality is not currently available on our mobile platform.
For information on viewing Administrative settings on a browser, see the following topics:
- Understanding and Administering Project Roles and Permission Schemes
- Understanding Global Permissions
For information on setting up two-factor authentication or configuring integration with identity providers, see the following topics:
For an additional Learning center resource, follow the self-paced course here: Administering Onshape Enterprise (Onshape account required).