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Release Procedure

stuart_aspinallstuart_aspinall Member Posts: 7 PRO
edited January 7 in Data management

We have done some models/assemblies and drawings in Onshape, and we have 1 licence. However the other 2 people in the company can just view the models etc with the link I share for the document. When we come to start Releasing drawings and parts, to lock them down at their first revision, if I send to the 2 people, using their email addresses, does it send a link to them to open the files for review, they can do this as a free user can they or will they need to have licences to review and approve…..I cant find any good videos about it…does anyone know of any….

Thanks

Stu

Comments

  • NeilCookeNeilCooke Moderator, Onshape Employees Posts: 5,948 image
    edited January 7

    Hi Stu, a free user can certainly view and add comments, but you need to be a member of the company (i.e. your 1 seat) to approve a release. So your only option here is to have them verbally approve and for you to do the approval action yourself in Release Management. This workflow requires a certain level of due dilligence and trust though.

    Senior Director, Technical Services, EMEA
  • stuart_aspinallstuart_aspinall Member Posts: 7 PRO

    Thanks Neil….so the two people are in the company Im sub-contracting for. They bought the licence and I use it to create the models, assemblies and drawings for. I have created a Team within Onshape of the 3 of us….will that work ?

    Are there any good learning material for the Release Procedure.

    Stu

  • NeilCookeNeilCooke Moderator, Onshape Employees Posts: 5,948 image

    No, that won't work since it is a named-user license and therefore only one person can use it. If they sign in without the license then they will sign into a free account. There's a bunch of learning materials here: https://learn.onshape.com/catalog?query=release

    Senior Director, Technical Services, EMEA
  • stuart_aspinallstuart_aspinall Member Posts: 7 PRO

    so, for example….If we have 1 drawing that needs releasing, we will need 3 licences….one to draw it, one to sign as a checker and one to sign as approver…?

    Stu

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