Altium 365 Platform Interface

 

Parent page: Altium 365

Depending on your relationship with Altium, you may experience services that are offered on the Altium 365 platform from within Altium Designer and/or through the platform's browser-based interface. This page takes a look at the latter and essentially provides an overview of what you'll see when you sign in to Altium 365 and enter the Altium 365 Platform Interface.

  • For the latest information on the security, reliability, privacy, and compliance of the Altium 365 platform, please visit the Altium 365 Trust Center.

  • For organizations that require compliance with US government security regulations such as ITAR and EAR, Altium offers the US-based Altium 365 GovCloud that operates in the AWS GovCloud region and provides additional data protection measures.

    See Altium 365 GovCloud and its related FAQs for more information.

Signing in to the Interface

Access to the Altium 365 Platform Interface can be performed in a number of ways, as described in the following sections.

Through the Altium 365 Sign In Page

This method can be used when:

  • Accessing the Altium 365 Platform Interface through its direct URL: https://365.altium.com.

  • Pasting the link for a Workspace's Server Address (e.g. https://altium-inc-536.365.altium.com/) directly into a tab of your browser (and you are not currently signed in to your Altium Account).

  • Following an email invite to a Workspace, or to shared content within it (for example a managed project).

  • You are a guest to view some content shared with you on the Altium 365 platform but have not got a Workspace yourself, or are not a member of another organization's Workspace.

Sign in to the Altium 365 Platform Interface using your Altium Account credentials (email and password). Alternatively, sign in using your Google® or Facebook® account and, in doing so, link/associate that account with your Altium  Account. If you don't have an Altium Account, you can click the control to register for one.

If your organization is set up for SAML Single Sign-On (SSO) with an Identity Provider (such as Okta®), then you can sign in to Altium 365 (or more specifically your Altium Account) in this way by clicking the button.

How you are permitted to sign in to your organization's Altium account is determined by an Administrator for that account on the Authentication page of the Company Dashboard. An Administrator can configure and enable SSO for the Altium Company Account (the service) from this page. This entails providing the SAML configuration for your Identity Provider (IDP) – either through upload of a Metadata XML file acquired from that provider, or by configuring the SSO connection manually.

  •  If you are currently signed in to Google when signing in to the Altium 365 Platform, a pop-up will show a list of the active Google accounts to choose from. Select an account to immediately sign in to Altium 365 – if the selected account is not linked to an Altium Account, the system will invoke the creation of one.

Example access of the Altium 365 Platform Interface directly through the Altium 365 Sign In Page.Example access of the Altium 365 Platform Interface directly through the Altium 365 Sign In Page.

From Your Altium User Account Menu

This method can be used when you are already a registered member of a Workspace – your own company's Workspace, and any other Workspace that has been shared with you by adding you as a member. To do so:

  1. First, sign in to your Altium Account. The page for doing so can be accessed by entering the direct URL (https://live.altium.com) or by clicking on the Sign In control at the far right of the top banner on pages of the altium.com website.

Highlighting the control to quickly access the page with which to sign in to your Altium Account.Highlighting the control to quickly access the page with which to sign in to your Altium Account.

  1. Once signed in click on your icon/picture to access the Altium Account menu, which presents the Workspace(s) available to you.

Once signed in, the control changes to your Altium User Account picture and provides access to your Altium Account menu.Once signed in, the control changes to your Altium User Account picture and provides access to your Altium Account menu.

  1. Click on the Workspace Name entry for the specific Workspace you wish to access. You will be presented with the Altium 365 Platform Interface, with the chosen Workspace loaded.

Example access of the Altium 365 Platform Interface, of which the chosen Workspace is a part, indirectly from your Altium Account menu.Example access of the Altium 365 Platform Interface, of which the chosen Workspace is a part, indirectly from your Altium Account menu.

From Your Altium Account Profile Page

This method can also be used when you are already a member of a Workspace. To do so:

  1. Sign in to your Altium Account (as described above)

  2. Access your Altium Account Profile page – either using the entry on your Altium Account menu, or by using the direct access URL; https://profile.altium.com/.

You can access your Altium User Account profile from the Altium Account menu.You can access your Altium User Account profile from the Altium Account menu.

  1. From your Profile page, select the Workspaces page and then click on the Workspace Name entry for the specific Workspace you wish to access. You will be presented with the Altium 365 Platform Interface, with the chosen Workspace loaded.

Example access of the Altium 365 Platform Interface, of which the chosen Workspace is a part, indirectly from your Altium Account Profile page.Example access of the Altium 365 Platform Interface, of which the chosen Workspace is a part, indirectly from your Altium Account Profile page.

A Guided Tour of the Interface

The interface essentially comprises up to five distinct regions, shown in the following image and detailed thereafter.

The Altium 365 Platform Interface can be divided into five distinct interface elements.The Altium 365 Platform Interface can be divided into five distinct interface elements.

1 – Current User

The entry in this region shows your icon or picture (if defined) to reflect that you are currently signed into the Altium 365 Platform Interface.

along with your icon or picture (if defined), and either the name of the active Workspace (if connected to one) or My Personal Space (if currently accessing your personal space).

Your picture is taken directly from your Altium Account profile, from where it can be defined.

The drop-down menu associated with the entry provides the following:

  • Your information – includes your registered username, email address, and name of your organization.

  • Available Workspaces – a list of all Workspaces that you have access to (through your Altium Account), where the Workspace you are currently connected to is highlighted. Click on another entry to switch the connection to that Workspace. If you do not have access to a Workspace, this list will not be presented.

  • My Personal Space – provides access to your Personal Space on the Altium 365 Platform. If you have no access to a Workspace, this is the default view for the interface. It is a place where you can come to upload snapshots of designs in various supported formats, and manufacturing data (Gerber), which you can then share persistently with others, as you wish.

  • Each registered user has a Personal Space that is only accessible to them. For a more detailed look at this area, see Altium 365 Personal Space.
  • My Profile – takes you to your Altium Account profile page.

  • Company Dashboard – only available if you are a Group Administrator for your company account with Altium. This link accesses the Company Dashboard. This provides you with a number of tools with which to view and manage your account – from the general-level details regarding your organization, through to the creation and management of users (and specific groups of users) associated to your account, the assignment and use of the licenses you have purchased, authentication methods for users accessing Altium solutions, and org-level changes in relation to Altium 365 Workspaces.

  • Light Theme – switches the Workspace graphics between the standard dark color scheme and a light color scheme (white background). Currently, this feature is available when the Workspace BOM Portal application is enabled. Note that this feature is not available with the BOM Editor.

  • Sign Out – signs you out of the Altium 365 Platform Interface (and your Altium Account), taking you back to the Altium 365 Sign In page.

2 – Active Workspace / My Personal Space

This navigation tree region can present either the Altium 365 Workspace to which you are actively connected, or your Personal Space.

Workspace

Related pages: Altium 365 Workspace, Exploring the Workspace browser-based Interface

If you have access to at least one Altium 365 Workspace – by being a registered member of your own company's Workspace, or by having been invited to be a member of another company's Workspace – then, on connection to a Workspace, this region will present the browser-based interface to various key technologies and services for that active Workspace.

The header for the region uses the name of the Workspace to which you are actively connected. This can be modified from the Admin – Settings – General page. Note that changes on this page of the interface can only be performed by the Administrator who is also the Owner of the Workspace, and not by any other Administrator of that Workspace.

The Workspace region can be coarsely divided into two groupings, as shown in the following image and listed thereafter.

The Altium 365 Platform Interface showing the active Workspace, which can be further divided into two distinct sets of interface elements.The Altium 365 Platform Interface showing the active Workspace, which can be further divided into two distinct sets of interface elements.

  1. Interface elements that can be accessed by any Workspace member. To access a page, click on its name within the left-hand navigation tree.
  1. Interface elements that can only be accessed by a Workspace Administrator. A user is bestowed administrative powers by membership to the Administrators group. To access a page, choose the required entry within the Admin section of the left-hand navigation tree.

Personal Space

Main page: Altium 365 Personal Space

As a registered user of Altium 365 (i.e.an Altium Account) you have your own Altium 365 Personal Space, which is accessible only by you. Your Personal Space accommodates persistent storage of various types of uploaded static data, including design 'snapshots' (from various ECAD platforms) and Gerber manufacturing data, with the ability to share with anyone for comments and redlining. Your Personal Space is presented when:

  • You have no access to a Workspace.
  • You have access to a Workspace, but have chosen to access your Personal Space. This is performed by clicking on the current user area at the top-right of the interface, then clicking the My Personal Space entry on the associated menu.

Presenting a user's Personal Space through the Altium 365 Platform Interface. Here, the view as seen by a user without access to a Workspace. Hover over the image to see the view as seen by a user who does have access to a Workspace, and has chosen to switch over to their Personal Space.Presenting a user's Personal Space through the Altium 365 Platform Interface. Here, the view as seen by a user without access to a Workspace. Hover over the image to see the view as seen by a user who does have access to a Workspace, and has chosen to switch over to their Personal Space.

Note that if you do not have access to a Workspace, the Workspace Benefits page will guide you to join your organization's Workspace or create one. Joining a Workspace is by request – through the button – which will be approved or rejected by a Workspace Administrator.  See Joining Your Organization Workspace for additional information.

Workspace creation is also available directly from the activation page – https://www.altium.com/365-intro/activate-new – or through your user profile (My Profile in the user menu at the top).  See Workspace Activation & Management for more information.

3 – Shared with Me

Related pages: Altium 365 Personal Space, Manufacturing Package Viewer

This page of the interface is where you'll find all of the entities that have been shared with you by others, for viewing and commenting through an associated Viewer. It is available to all registered users – those with an Altium Account – and is always presented, irrespective of whether you are browsing a Workspace or your own Personal Space.

If you do not have an Altium Account you will need to register for one first. A link is provided on the Altium 365 Sign In page.

The Shared with Me page presents all items that have been shared with you. The page is always accessible, no matter if you are connected to a Workspace (as shown here), or curating your uploads within your Personal Space (hover over the image to see).The Shared with Me page presents all items that have been shared with you. The page is always accessible, no matter if you are connected to a Workspace (as shown here), or curating your uploads within your Personal Space (hover over the image to see).

It allows key stakeholders to partake in Altium 365's Global Sharing paradigm and for many, it will be the go-to place for viewing and commenting on a variety of entities shared with them, without requiring access to a Workspace or Altium Designer.

If sharing was enabled in the Share dialog's Advanced Settings in a Workspace or Personal Space when the entity was shared with you, it can be reshared to other users.

When attempting to share from a Workspace where resharing was not enabled, you can submit a request to share that entity, which will be sent to be acted on by the owner of that entity. ► See example email

If re-sharing is not permitted, the Share dialog allows you to submit a sharing request.If re-sharing is not permitted, the Share dialog allows you to submit a sharing request.

The following entities can appear within the Shared with Me page:

4 – Main Page View

This region of the interface presents contextual content for the page currently selected within the left-hand navigation pane. It can present:

  • Content for a chosen page within the actively connected Workspace (if you have access to one).
  • Uploaded design files when viewing your Personal Space and clicking the Files entry.
  • Shared content available to you when clicking the Shared with Me entry.

In some cases, a Search field will also be available, above the main page viewing area.

Example content of selected paging, presented within the main viewing area.Example content of selected paging, presented within the main viewing area.

5 – Help and Resources

This region of the interface provides access to a broad range of help and useful resources.

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Getting Started

Explore an extensive and growing library of short, focused articles and videos to help you get up and running with Altium 365. If there's an article you'd like to save for later, click Save Item ( ) and return to it later via the Bookmarks section.

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What's New

Keep across the latest additions to Altium 365, and if you're curious dig through the history of feature additions.

Support

Feeling stuck and need some help? Check out the Support section to access Altium Support, dive into the Documentation, discuss challenges and solutions with your peers on the Forum, explore the online learning available in the Altium Academy, dive into the Knowledge Base, or enrol in Professional Training.

Downloads

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Bookmarks

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Source URL: https://www.altium365.com/documentation/platform-interface