What are Organisations and Departments in 3DEXPERIENCE Platform?

The People and Organizations section in the 3DEXPERIENCE platform provides detailed guidelines on managing users and organizational structures. It allows companies to define their organizational structure, including departments, subsidiaries, and business units, ensuring all entities have unique names to avoid conflicts. Users can be assigned specific roles such as Administrator, Organization Manager, or Company Representative, each with distinct permissions and responsibilities. The platform facilitates collaboration with external organizations, such as suppliers, by defining them within the system. Tools like the Members Control Center are available to manage user memberships and roles efficiently, ensuring smooth interactions and effective project management. This well-structured approach promotes a collaborative environment that is both organized and efficient.

Problem Statement or Example Scenario
Title
Establishing a Single Collaborative Space with Controlled Access for Multilocation and Multi-department Teams
Description:
The company operates under multi-location team conditions with multiple departments collaborating to design products. While the organizational structure supports cross-functional teamwork, there is a critical need to establish a unified collaborative space that accommodates the following requirements:
1. Single Collaborative Space:
A centralized platform is needed to streamline communication, data sharing, and collaboration across all teams and departments, avoiding the inefficiencies of multiple disconnected collaborative spaces.
2. Access Control Based on Organizational Structure:

• Teams from Organization A and Organization B must be able to view and utilize each other’s files without having the ability to modify them.
• Editing privileges must be strictly restricted to the team that owns the respective files.

3. Master Product Assembly Management:

• The master product assembly must be saved and managed within this single collaborative space to ensure proper version control and integrity.
• A multi-space approach is not feasible, as it would inherently grant undesired edit access to certain teams when the assembly is saved in a shared space.

4. Objective:
This structure is intended to facilitate collaboration between teams while maintaining strict data governance and ensuring the sanctity of organizational boundaries. This will prevent accidental or unauthorized modifications to critical files, reduce redundancies, and enable efficient product development processes.

Setting up the collaborative environment
Creation of the Collaborative Space
All the data that is going to be made by different teams will be stored in the single collaborative space. so for the same create a collaborative space as per organisational policy.

• 1. Open the 3DSpace application.
• 2. Click on “New Collaborative Spaceˮ button.



• 3. Fill in the “Titleˮ & “Descriptionˮ and Select the “Familyˮ and “Visibilityˮ. and click on “Createˮ

Creation of organizations and departments
The organizations and departments can be created using the application “Collaboration and Approvalˮ which can be found in the Collaborative industry innovator role. See below image:

1. In the Collaboration and Approval application set the working collaborative space as “Defaultˮ.

2. In order to create new Company, Organization, subsidiary, departments, etc. Click ok Companies and then “Create Companyˮ option.

3. After that the information such as Name, parent, phone number, fax, etc can be filled and then click on “OKˮ.

• Adding the Parent company makes the created company as a organization. For other creation like subsidiary, departments, business units can be done after creating the main company or the organization.

4. Similarly, Create the required number of organizations.
5. After creating the organization, many more things can be added like listed below:

• Business Skills: Lists the available skills and subskills that can be assigned to members. Does not show for Business Units.
• Work Calendars: Lists the available calendars. Does not show for Business Units. Only shows if Project Management is used.
• Business Units: Lists the business units added to this organization and lets you add and edit them.
• Departments: Shows the departments for the organization. e Plants: Shows the plants for the organization. f Members: Provides a list of members who work for the organization.
• Subsidiaries: Lists the subsidiaries added for the company and lets you add and edit them. Does not show for Business Units or Customer companies.

6. After creating the multiple organizations, add the respective members in the organization to replicate the company structure.

7. Now open the “Collaborative Spaceˮ created and rather than using “Add Membersˮ option, use “Advancedˮ option to add the member along with the correct access.

8. In advance menu, now you can add the multiple peoples from different organization.

• After adding the members, we can give them the required access in the form of “Leader & Ownerˮ, “Authorˮ & “Contributorˮ
• But while doing so, in order to restrict the access to the particular organization only the “Author Restrictedˮ and “Contributor Restrictedˮ should be given
• Author Restricted: Can create, edit files within the organization only
• Contributor Restricted: Can view and use the file in the organization only
• Based on the scenario set at the start of the document, We need to give the Author restricted access to the members of the organization in their respective column.
• For not able to edit the files created by the other organization user, The “Contributor Restrictedˮ access should be given in the other organization.
• For project head, In both cases “Leader & Ownerˮ access must be given in order to have the access to all the files.
• For Project Reviewer, Contributor access in all the organization is sufficient to review the files.
• So in short, Author restricted gives creation access, Contributor restricted gives read only access (can use files for other output generation) and Leader & Owner gives the full edit and manage access.
• Find the below attached image of the granted access to various peoples based on the designation:

Note: If there is requirement of transfer of ownership between two different organization that is possible only by creating the organization. and this transfer can be done using the “Collaborative Lifecycle Toolˮ.
For user assistance on this topic: Click Here

We Urge You To Call Us For Any Doubts & Clarifications That You May Have. We Are Eager to Talk To You

Call Us: +91 7406663589