Only available for

Invite or add new users to your company/classroom/enterprise, view the list of current users, search for a particular user, delete selected users, and see whether a user is a Guest user. Only the company/classroom/enterprise Owner and the Admin (or Educator in the case of Classrooms) have the ability to add users to and remove users from the subscription.

To navigate to your Users settings in Onshape, click on your Account user icon (Account user icon) in the top right corner of your Onshape window. This opens a dropdown menu. Click Company/Classroom/Enterprise settings.

Click Users in the list on the left side of the page:

Company settings: Users

Company settings > Users

Enterprise settings: Users

Enterprise settings > Users

The company owner has the ability to adjust the number of users paid for with the subscription (seats), as well as add and remove users from the subscription.

Adding users takes effect immediately. Removing users removes the users immediately, but billing updates take place on the next renewal cycle.

A company has two types of users:

  • Admin
  • Member

The company Owner is the initial account used to create the company. This user has full administrative permissions of a company admin, as well as the ability to manage payment information. A company Admin has administrative permissions to manage the company and may access all documents owned by the company and also has the ability to: add, remove, manage users; manage the company details; create and manage properties to be used throughout the company; define company preferences such as custom material libraries; establish the release management workflow. A company Member has an account within the company and all documents created by that user are owned by that company. Company members may access documents shared with the company.

You may add seats to your subscription if you are the owner of the company and your purchase is on a credit card. If you have a purchase order, please contact your Customer Success representative or Onshape Support for assistance.

  1. Select <your company name> company settings from the User menu:

    Company settings user menu

  2. Select Users on the left pane:

    Selecting Users from the left side navigation menu

  3. Enter the new number of users you are paying for.
  4. Click Update.

Review and confirm the number of users in the dialog that appears; click OK.

For further assistance on adding users or other purchase-related activities, please contact your Customer Success representative.

To add users to a subscription:

  1. Under Add users, enter the email address of the user to add and select a role (Member or Admin):

    Add users page

  2. Click Add.
  3. Repeat steps 1 and 2 to add additional users.
  1. Search for the user you wish to remove, if necessary.
  2. Click the x at the end of the appropriate user row to open the Remove user dialog box:

Removing a user from a company

The options will automatically be selected. Make your preferred changes and click OK to save them and close the dialog box.

  1. Search for the appropriate user, if necessary.
  2. Click the current role (in blue, with a dashed underline).
  3. Use the dropdown to select a new role.
  4. Click the check to save. (Click the x to cancel.)

The Enterprise admin can adjust the number of users paid for with the subscription, as well as add and remove users from the subscription. This page also displays the number of Full and Light users currently in the enterprise in relationship to how many seats for each have been purchased.

Full and Light users in enterprise

To make it easier to find specific users, you can search for users as well as sort the user list. Searching for users will find matches or partial matches with user names and email. This can be used to find all users of a specific domain (ex. @ptc.com). Sorting can be done on the 'Name', 'User type', 'Date added', or 'Last signed in' columns by clicking on the corresponding header.

For more information about types of users in an enterprise account, see the Managing your Onshape Enterprise subscription topic.

Navigate to Enterprise settings under the User menu, then select Users.

For information on adding users, see the Adding and Administering Users topic.