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Summary:  This video demonstrates how to set sharing permissions for folders in the Explorer Panel.  To do so, expand the components folder, and select a folder within it.  Next, right click and select properties.  In the properties dialog box, select the share link, and alter the permissions for users via the drop down option.  To add a role, type it in.   Any permissions set for a folder will also apply to the children's folders within that...

Summary:  This video demonstrates two processes to move a project from one workspace into another.  The first method begins in Altium Designer by opening a project, unlinking the git folder, turning off the synchronization, and making it available online.  However, this method does not include the project history.   The second method also begins in Altium Designer, within the workspace. In this method, the user manually unlinks the project in...

Summary:  This short video demonstrates how to delete items from the platform.  To begin, navigate to the Admin Section, and then Bulk and Data Cleanup under Settings, to delete the data.  However, it is worth noting that this operation cannot be undone, it may take a while to complete, and will create a workspace snapshot prior to removing the items.   Users are able to select specific items for deletion or delete all of the items, once the...

Summary:  Altium 365 Bom Portal allows you to upload or create a Bill of Materials for an existing managed design.  It can also export an Excel BOM that contains the data from multiple suppliers, including prices.  To begin, create a BOM document, and display some favored suppliers for a part.  Next, open Excel and create a BOM template using the demonstrated special column queries, before saving and uploading the file into the BOM Portal in...

Summary:  This video demonstrates how to use the Altium 365 Component Library to see who created or modified a component in the web interface. It also shows users how to create a list of all components a particular user has created or modified and how to export such a list. To begin, the video uses a capacitor component type to view it's lifecycle, parameters, and models.   Also shown are the revisions made to the component, it's history, and...

Import Requirements into the Altium Requirements Portal   Most electronics teams still manage requirements in spreadsheets, documents, and email threads. As versions drift, design decisions rely on outdated information, causing confusion, rework, and compliance risk. This guided demo shows how to eliminate that friction by bringing your requirements into a single, live workspace. In this walkthrough, you will learn how to: Import...

01- Introduction to PLM Integration This comprehensive video series will guide you through establishing seamless connections between your workspace and PLM system, creating a unified digital thread for your product development lifecycle.  PLM integration transforms how your engineering team manages component data, project information, and manufacturing outputs by synchronizing critical design data between the workspace and your PLM system. Th...

Summary:  This video demonstrates navigating within the events log.  The events log showcases user events and data within the workspace in a single access point for data governance.   To begin, navigate to the admin tab and the events log link once the Organizational Security Package is enabled.  Many types of logged events are visible including additions, removals, workspace member group assignments, component and object data, and data sharing...

Summary:  This video demonstrates how to add a checklist to an Altium 365 Platform for use in design reviews.  To begin, navigate to the admin button, and select checklists on the right hand side to see current platform checklists.   Edit or delete one by selecting the three radial dots, or create a new one by selecting the new button.   In the new checklist, type or paste a list of items and a name and select add.  This creates a new checklist...