Getting Started & Setup

Getting Started & Setup

Getting Started & Setup

 

How do I create a workspace and project?

  • Workspace: Represents your organization. Each workspace has its own members, projects, and billing.
  • Project: A container inside a workspace for all files, versions, ECOs, and collaboration activity relating to a product or initiative.
      • Follow the "Workspaces & Projects" guide to learn when to create new workspaces versus new projects.

Can I have multiple workspaces?

Yes. You can create and join multiple workspaces (for example: company, or client-specific). Each workspace is fully separate with its own members, projects, and billing.

How do I switch between workspaces?

On the Dashboard, click the Workspace Switcher (top-left). Select the workspace you want, and the Dashboard will refresh to show only that workspace's projects and files.
You can also click the Workspace Switcher from any project drive to switch workspaces or navigate directly to a project in another workspace.

Can I move files/projects between workspaces?

Not dire. Workspaces are isolated by design, so projects and files can't be transferred across workspaces.
If you must move something, the workaround is:
  1. Download the files from Workspace A
  1. Upload + Contribute them into Workspace B
⚠️ Note: This resets history (revision log, contributions, releases, ECO links), so it's best to plan workspace structure early.
You can still collaborate across workspaces by sharing files/projects—the recipient will appear automatically as a Guest for shared files and won't consume seats.

How do I organize projects?

Use a simple structure: Workspace → Projects → Folders/Files.
Best ways to organize projects:
  • One project per product or major subsystem (recommended).
  • Or split by client, program, or development phase if needed.
  • Keep projects focused — avoid dumping multiple unrelated products into one project.
Inside each project, use folders like:
  • Design / CAD
  • Drawings
  • Manufacturing
  • Docs / Specs
  • Archive (old)

How do I start using the platform and organize my files?

A clean starting flow:
  1. Create or enter your Workspace.
  1. Create a Project for your product or initiative.
  1. Open Files tab → create folders first (optional but recommended).
  1. Upload files → then Contribute them to lock in revision history.
  1. Use Check-out / Replace / Contribute as you iterate.
Tip: uploading alone doesn't create history — Contribute is what makes files "official" in the project.

How do I add my team members and manage their access?

  1. Go to Workspace → Members.
  1. Click Invite, enter email, assign role:
      • Owner / Admin / Member
  1. Once they join the workspace, add them into specific projects with a project role:
      • Admin / Collaborator / Viewer
Important notes:
  • Workspace Owners/Admins automatically become Project Admins.
  • Regular workspace members must be manually added to projects.
  • External Guest — Guests only appear when you share a file externally (and they don't consume seats).

How do I get my files into CAD ROOMS?

You have two main ways:
Option A: Web Upload (most common)
  • Go to Project → Files tab
  • Upload via Add or right-click Drive area
  • Files land in Staging → click Contribute to submit them into revision history.
Option B: Desktop App (if installed)
  • Sync a project to your device
  • Drag files into the synced folder
  • They'll appear in CAD ROOMS as staged → Contribute when ready.