Altium Company Dashboard

The Altium Company Dashboard

Company Dashboard Documentation Enterprise Solutions Overview Altium Agile Resources

Technical Documentation Managing Users Selecting the Users menu option in the main Company Dashboard page opens the Users & Groups page of your company account view. Select the Users tab within the page to manage the users in your Company Account. Users are individuals that are registered as members of your organization's Company Account. A user is a person who can be granted access to your available Altium design services and…

Technical Documentation Managing Subscriptions & Licenses The Subscriptions and Licenses page of the Company Dashboard allows you to view and manage all Altium product licenses and their associated Altium Designer Subscription for your organization. Note that alongside Group Administrators, License Administrators have full access to the Subscriptions and Licenses page. All other pages of the Dashboard are available for License Administrators with read…

Technical Documentation Setting Advanced Options The Company Dashboard Advanced Controls page allows administrators to specify Workspace and Personal Space user access policies for the organization’s Altium 365 platform. The available options can be applied to prevent the activation of Workspaces (if available for creation) and to control the file sharing/uploading capabilities of the Personal Spaces available to company members. These options…

Technical Documentation Configuring Sign-in Authentication The Company Dashboard Authentication page allows Company Account Administrators to configure and enable Single Sign-On (SSO) capabilities for your Company Account and includes support for SCIM (System for Cross-domain Identity Management) user and group provisioning, which automates the exchange of identity data between your company and its Identity Provider (IdP). This backend configuration…

Technical Documentation Configuring Your Company Profile This page of the Company Dashboard presents top-level information for the Company Account itself, with editable sections for general company details, billing address, and shipping address. Along with the main Company Dashboard page link, you can also link to the Profile page from the Account page navigation tree. View and edit top-level information for your Company Account. To make changes, click…

Technical Documentation Generating Reports The Company Dashboard Reports page provides a range of license usage monitoring and reporting features for On-Demand licensing (Altium Designer Agile, Altium Designer). These reports can be used to audit how your licenses are used within your organization. This is useful for ensuring that the most efficient use is being made of the available license seats, for anticipating future license…

Technical Documentation Configuring Online Payments The Payment and Invoices page of the Company Dashboard allows you to define your company payment information that can be used for automatic operations (such as auto-renewal) and browse the financial activity of your Company Account. Use the Payment and Invoices page to provide your company payment info and browser history of your invoices and quotes. With the financial information in place, you…

Technical Documentation Managing Altium 365 Workspaces Selecting the Workspaces menu option in the main Company Dashboard page opens the Workspaces page of your company account view – also available from the Workspaces navigation option in the account page itself. The page presents a tiled listing of Altium 365 Workspaces that have been created for your organization's Company Account. In most cases, this will be a single entry which has been created…

Technical Documentation Managing Groups Selecting the Groups menu option in the main Company Dashboard page opens the Users & Groups page of your company account view. Select the Groups tab within the page to manage the user groups in your Company Account. Groups are simply collections of Company Account users, where the settings of a group will apply to its constituent members. User Groups allow you to organize your users according to…

Technical Documentation Company Dashboard If you are an administrator (a Group Administrator or a License Administrator) for your Company Account, you have access to the Company Dashboard. The Company Dashboard provides you with a number of tools with which to view and manage your Company Account – from the general-level details regarding your organization, through to the creation and management of users (and specific groups of users)…