Altium Develop Customer Onboarding Guide
Welcome to Altium Develop
This onboarding guide is designed to give your team the tools and collaboration capabilities you need to modernize your electronics design workflow. After completing the steps in this onboarding guide, you will be able to:
- Provide access to best-in-class design technology for up to 5 team members
- Enable seamless global collaboration across ECAD, MCAD, and supply chain specialists with Altium Develop's cloud-based applications.
Step 1: Account Activation & Downloads
In this step we will cover creating your Altium Account, installing Altium Designer, and activating your team’s Altium Workspace.
| Onboarding Objectives | Resources |
| Create your Altium Develop Account | ✅Altium Develop Homepage |
*Note: You sign in to the Altium Account created above during the installation process.
Step 2: Environment & Access Setup
Now that you have access to Altium Designer and Altium Develop, you can invite your team members and get familiar with both the desktop and web interfaces. (Also covers importing existing component libraries.)
| Onboarding Objectives | Resources |
| Invite team members to your Altium Workspace and learn how to manage content access | 🎬Project File Permissions |
| Get familiar with your Altium Designer environment & system preferences | 📄Documentation: Elements of the Environment; 📄Documentation: Accessing, Defining & Managing System Preferences |
| Get familiar with your Altium Workspace | 📄Documentation: Altium Platform Interface |
| Configure part sources for your Workspace | 📄Documentation: Part Source Configuration |
Step 3: Importing Libraries & Using Cloud Libraries
| Onboarding Objectives | Resources |
| Import existing libraries to your Workspace | 📄Documentation: Importing Existing Libraries to Your Connected Workspace |
| Learn how to create new components in Altium Designer |
Step 4: Creating & Managing Projects
Once your team members have been invited and component libraries have been imported, you can begin working on your projects with commenting and task management.
| Onboarding Objectives | Resources |
| Learn how to create a new project or upload existing projects to your Workspace | |
| Learn how to create Project Templates | |
| Learn how to create Schematic Templates | 📄Documentation: Creating a Schematic Template |
| Learn how to share a design with team members and modify existing access rights | 📄Documentation: Sharing a Design; |
| Learn how to create and manage comments in your project documents | 📄Documentation: Document Commenting |
| Learn how to create and manage tasks in your Workspace | 📄Documentation: Working with Tasks |
| Learn how to use project history to see a complete view of a project’s development journey |
Step 5: Improving Cross-Team Collaboration
Extend your electronics design workflow to collaborate with MCAD, procurement/supply chain, project management, and simulation specialists.
| Onboarding Objectives | Resources |
| Learn how to collaborate with mechanical engineers using MCAD CoDesigner | 🔗Getting Started Guide: Introduction to Altium MCAD CoDesigner |
| Learn how to collaborate with Ansys simulation specialists using Ansys CoDesigner | |
| Learn how to enhance your BOM management workflow with BOM Portal |
Connections
The following tools are part of your Altium Develop Platform. Click on the links below to learn about each one:
| Category | Tool |
| Engineering | |
| Compliance | |
| Supply Chain |
|
| Manufacturing |
Additional Tools
You can also explore these introductory materials to supplement your learning:
Closing Thoughts
After completing all the steps in this onboarding guide, your team should be well-equipped to design electronics using a modern workflow in Altium. We hope this journey continues to be transformative for your team and that you discover new ways to save valuable engineering time.
Your bundle also provides access to real-time support, user communities, comprehensive product documentation, training videos, and a knowledge base of targeted solutions for common user experiences.
Your Support Resources:
If you need any help at any time, please contact your Altium Support Team.
