CoLab

Acting as administrator of the CoLab account

Administration

Setting up Single Sign-On (SSO)

Setting session expiry times

Enable file downloading

Company data exporting

Manage SSO, session expiry, and file security

Account Security

Creating and managing users

Simplify workspace management with user groups.

Creating and managing user groups

Users

Understand the differences between company, workspace, and portal roles.

Understanding roles and permissions

Using configurable permissions & custom roles

Understanding and creating standard and custom roles and permissions for your users

Roles and Permissions

Designating restricted workspaces

Create an API Key

Managing workspaces and specific settings for individual tools in CoLab

Spaces and Tooling

Manage the installation, update, and maintenance of integrations with CoLab

Integrations

Set up the CoLab integration for 3DEXPERIENCE

Articles about the integration for Dassault Systèmes 3DExperience.

3DEXPERIENCE

Install the CoLab app for Slack

Install the CoLab app for Microsoft Teams

Articles related to CoLab integrations with collaboration apps.

Collaboration Apps

Integrate Jira with CoLab to automate creation and sync issues.

Installing the Jira integration

Jira

Procedure to install the CoLab integration for PTC Creo Parametric.

Install the CoLab Integration for PTC Creo Parametric

This article describes how to configure logging for the CoLab integration in PTC Creo Parametric. Logging can be adjusted to help troubleshoot issues. Share the log files with support if…

Enable Logging for the CoLab Integration in PTC Creo Parametric

Step-by-step guide to manually install and configure the CoLab integration for Creo Parametric.

Manually install the CoLab integration  for PTC Creo Parametric

Articles about the integration for PTC Creo Parametric

PTC Creo Parametric

Procedure to install the CoLab integration for Siemens NX.

Install the CoLab Integration for Siemens NX

Step-by-step guide to manually install and configure the CoLab integration for Siemens NX.

Manually install the CoLab integration for Siemens NX

Enable Logging for the CoLab Integration in Siemens NX

Articles about the integration for Siemens NX

Siemens NX

Installing the SolidWorks integration

Updating the SolidWorks plugin

SolidWorks

Procedure to install the Colab integration for Teamcenter Active Workspace.

Installing the CoLab Active Workspace integration

Teamcenter Active Workspace

Managing CoLab action roles in Windchill

Windchill CoLab Add-In release notes

Steps to follow when investigating an error faced with the CoLab Add-On for Windchill.

Capturing the logs from the CoLab Add-On for Windchill

This article describes the procedure to install the CoLab add-in for PTC Windchill on Windows Server.

Installing the CoLab Add-in for PTC Windchill on Windows

This article describes the procedure to install the CoLab add-in for PTC Windchill on Linux (Red Hat Enterprise Linux).

Installing the CoLab Add-in for PTC Windchill on Linux

This article outlines the steps to follow when manual or custom installation is selected during the Windchill add-on installation process.

Manual post-installation steps for the Windchill add-on

Windchill

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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