Find out how to Navigate the DSx.Shopper Care & Order Web site

The DSx.Shopper Care & Order web site permits you to add, take away, or modify entry to subscription advantages on your group. With out being configured correctly, your SOLIDWORKS customers could not be capable of make full use of their advantages.

Are you unable to entry SOLIDWORKS media downloads? Do it’s good to handle your organization’s 3DExperience person accounts? Beneath, we’ll go over easy methods to entry, navigate, and make the most of the DSx.Shopper when you’ve been given entry.

Find out how to Entry the DSx.Shopper Care & Order Web site

1. Navigate to dsxclient.3ds.com
2. Log in together with your 3DEXPERIENCE username and password.

   3DEXPERIENCE login display screen

3. Allow two-factor authentication when you’ve got not already carried out so.
   

   Enabling two-factor authentication

4. Proceed to the My Dashboard display screen to see your organization particulars and account entry roles assigned.
   

   The DSx.Shopper Care welcome dashboard

Modifying Customers with Contact Administration

The Contact Administration web page is used to maintain monitor of person accounts related together with your firm. Right here you possibly can add new contacts, out of date or edit current ones, and assign mandatory help roles.

Your organization account title and distinctive ID will likely be displayed on the high of the web page, together with an outline of all current customers. If an worker already has a 3DEXPERIENCE account, however they aren’t listed on this web page, you will want so as to add them as a brand new contact.

Info displayed on the Contact Administration web page

To entry the Contact Administration display screen:

1. Click on on Major Menu within the high bar.
2. Choose Contact Administration.
   
   

   Opening the Contact Administration display screen

Including New Contacts

1. On the backside of the contacts record, choose New Contact.
   
   

   Including a brand new contact to DSx.Shopper Care

2. Fill out the required info for a brand new contact.
3. Click on on Save after which Return.
   
   

   Required info so as to add a brand new contact

Newly added contacts will obtain a welcome e-mail from ‘DSx-Shopper NoReply’, the place they’ll full their account setup. If no e-mail is obtained, please have them verify their spam folder.

Welcome e-mail for a 3DEXPERIENCE ID

Assigning Assist Roles

As soon as a person is created, the help roles will have to be assigned based mostly on their desired stage of entry. The help roles will give them entry to the Information Base, software program downloads, and certification vouchers.

Assist roles and their permissions

Nearly all of customers will solely want the Assist Restricted function, as they’re primarily utilizing it to entry downloads. For extra info on the first contact help roles out there for project and what permissions are included, please see the desk above.

If you’re able to assign a brand new function or modify an current one, observe the steps under:

1. On the specified contact, click on the Change button to the correct of their title.
   

   Altering a person’s function

2. Select the specified function or roles. Just one Assist function ought to be added for a contact, however any will be mixed with Safety Administrator.
   

   Assigning desired entry roles

3. Click on OK.
4. To finalize the function adjustments made to a number of contacts, click on Apply Position Adjustments. Failing to take action will revert all function adjustments.
   

   Finalizing all function adjustments throughout the session

Deleting Present Contacts

The DSx.Shopper Care web site doesn’t permit you to absolutely delete contacts out of your group, however you’ll be able to make them out of date. By marking a contact out of date, you take away their entry out of your SOLIDWORKS subscription advantages.

Marking a person as Out of date

To mark a contact as out of date, all it’s good to do is take away all current roles and choose Out of date on the contact’s title. Failure to take away all current roles will cease you from marking them as out of date and eradicating entry.

Further Menu Choices

When deciding on the Major Menu dropdown on the DSx.Shopper Care web site, there are just a few different choices listed outdoors of Contact Administration.

Information Base

The 3DS Information Base is a central info hub that gives technical content material for all of Dassault Systèmes’ merchandise, together with the SOLIDWORKS and 3DEXPERIENCE platforms. You’ll find person guides, query and reply pages, and bug experiences.

Click on right here for extra info on the 3DS Information Base.

Handle your SRs and CRITSITS

This web page permits customers to view, create, or modify any service requests submitted on to SOLIDWORKS. Relying on whether or not a Safety Administrator has additionally been assigned a Assist Administrator or Assist Restricted function, they are going to be capable of see solely their very own submissions or these submitted by any contact related to their account.

Whereas this may be helpful, it’s nonetheless advisable that customers submit help requests on to their VAR.

Search/New Media Obtain & Order

These menu choices are meant for PLM shoppers, reminiscent of these utilizing CATIA V5, who’re on help. They’re used to request entry to the subsequent model of a PLM product or to seek for current requests submitted.

These don’t apply to SOLIDWORKS customers and may usually be ignored.

Are you continue to having points accessing your subscription advantages? Contact our Technical Assist staff right here.