Getting Started & Setup

Getting Started & Setup

Getting Started & Setup

 

How do I start using the platform?

A clean starting flow:
  1. Create or enter your Workspace.
  1. Create a Project for your product or initiative.
  1. Open Files tab → create folders first (optional but recommended).
  1. Upload files → then Contribute them to lock in revision history.
  1. Use Check-out / Replace / Contribute as you iterate.
Tip: uploading alone doesn't create history - Contribute is what makes files "official" in the project.

How do I create a Workspace?

A Workspace is your main team hub in CAD ROOMS (projects, members, CAD files, and billing all live inside it). To create one:
  1. Log in to CAD ROOMS.
      • If you don’t belong to any workspace yet, CAD ROOMS will prompt you to create one automatically.
  1. Start workspace setup.
  1. Enter workspace details.
      • Fill in a Workspace Name (required) plus any requested fields like team size/industry.
      • You can’t continue without a valid name.
  1. Add payment information and choose a plan.
      • Select currency, billing period (monthly/annual), and number of seats, then enter payment details to unlock the free trial.
  1. Click “Start Free Trial.”
      • Your workspace is created and ready.
Tip: If you already have a workspace, you can create another anytime via the Workspace Switcher (top-left) → Create New Workspace.

How do I create a Project?

Projects live inside a Workspace and are where your team organizes product development and files. To create a project:
  1. Go to your Workspace dashboard.
  1. Start project creation.
      • If there are no projects yet, click Create.
      • If projects already exist, click Create in the top-right of the project list.
  1. Enter project details.
      • Add a Project Name (required) and optional Description.
      • You can’t proceed without a valid name.
  1. Confirm to create the project.
Permissions note: Only Workspace Owners/Admins (or roles with project:create) can create projects.

How do I add team members to my Workspace?

  1. Go to Workspace → Members.
  1. Click Invite, enter email, and assign a role (Owner / Admin / Member).

What's the difference between a Workspace and a Project?

  • Workspace: Represents your organization. Each workspace has its own members, projects, and billing.
  • Project: A container inside a workspace for all files, versions, ECOs, and collaboration activity.
Workspaces are isolated environments; Projects are the specific initiatives within them.

Can I move a Project from one Workspace to another?

Not directly. Workspaces are isolated by design, so projects and files can't be transferred across workspaces.
If you need to move something, the workaround is:
  1. Download the files from Workspace A
  1. Upload + Contribute them into Workspace B
⚠️ Note: This resets history (revision log, contributions, releases, ECO links).

How do I assign roles to team members?

When inviting members to the workspace, you assign a role: Owner / Admin / Member.
Once they join, you can add them to specific projects with a project role:
  • Admin / Collaborator / Viewer
Workspace Owners/Admins automatically become Project Admins. Regular workspace members need to be manually added to projects.

Can I invite external collaborators (Guests)?

Yes. You can collaborate by sharing files-the recipient will appear automatically as a Guest for shared files and won't consume seats.

How do I reset my password?

You can reset your CAD ROOMS password from the login page:
  1. Go to the CAD ROOMS sign-in screen.
  1. Click “Forgot your password?”
  1. Enter the email address linked to your account.
  1. CAD ROOMS will email you a password reset link. Open the email and follow the link to set a new password.
If you don’t get the email:
  • Check your spam/junk folder.
  • Make sure you used the correct login email.
  • If it still doesn’t arrive, contact CAD ROOMS support via the Help Center.