Inviting Users to the Organization
As an administrator, perform the following steps to adds users to the organization.
1. From the Creo+ Portal, click PTC Admin Center to open the People page from the PTC Admin Center.
2. Click Invite people. Specify the email address of the user, and select a role from the Organization role list.
3. From the Products list, select Creo+ .Click Invite.
Alternatively, to send an invite to multiple users click Bulk Invite (CSV) to open the Bulk Invite via .CSV dialog box.
Drag a csv file to the dialog box or click + to browse and select a csv file with multiple email addresses and roles. The format of the csv file is as follows:
where
<role> has a value of
administrator or
author (user).
Additional roles of
viewer and
guest are also available and meant primarily for users of the Real Time Collaboration feature of
Creo+.
You can also refer to the following topics in the PTC Admin Center Help for more details:
4. Users receive an invitation to the organization via email with an activation link. Users must activate their accounts in order to be added as valid users to the organization.
After activating their account, users can view all the applications that they have access to. A user can download the PTC Control Center, and install Creo+ on their computer. However, in order to run Creo+ users must be assigned a valid License to Run, and be a member of at least one profile.