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Organization Management

How organization admins manage users, seats, invites, SSO, and other organization settings in the CadActive web app.

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In this section

  • Manage users and seats — How admins review members, change roles and modules, and read seat usage on the Users page.
  • Invite people to your organization — How an admin sends batch email invites with a role and module access.
  • Unlock a user account — How to unlock a CadActive account after too many failed password sign-ins, using the unlock email or Organization → Users.
  • Find your way around Organization settings — A map of the Organization menu so admins can find downloads, users, SSO, Windchill, and the activity log.
  • Set up single sign-on — How organization admins connect a work email domain to Google, Microsoft, or SAML sign-in.
  • Set up notifications — How organization admins send CadActive activity-log events to Slack, Microsoft Teams, or a webhook.
  • Set up Windchill — How organization admins connect one PTC Windchill environment so CadActive can read parts, CAD documents, and related PLM data.