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ZWCAD Flex
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ZWCAD Flex Team Management Guide | Manage Seats & Users Easily

ZWCAD Flex offers a flexible, subscription-based CAD solution designed to meet the needs of modern designers and engineers. It allows teams to assign CAD licenses through a cloud-based subscription. If you have purchased multiple seats for your team, admins can invite members, assign seats, and monitor license usage - all from the online User Center.

 

This guide explains how to set up and manage your team efficiently with ZWCAD Flex.

 

Creating a Team

When you go through the purchase process for the first time, if you haven’t created a team in the User Center, the system will automatically create a default team for you. The seats you subscribed to will be automatically assigned to this default team.

the system will automatically create a default team for you

 

After successfully subscribing to ZWCAD Flex, we recommend renaming the default team to a name that clearly reflects your organization or department. This will help you easily identify and manage your team in the future:

1. Go to the ZWCAD Flex User Center.

2. Navigate to Team management.

3. Find the default team automatically created by the system.

4. Click the three-dot menu (⋯) to the right of the team name.

5. Select Rename, enter a new team name, and click Confirm.

 

rename the default team in user center

 

Alternatively, you can create a team before making a purchase. Then, during the purchase process, you can directly assign the subscription licenses to that team.

Create Team before Purchase

 

Inviting Team Members

When you purchase multiple ZWCAD Flex subscription licenses and want to assign them to different users, you’ll need to invite them to your team first.

 

1. Go to the ZWCAD Flex User Center.

2. On the Home page, click Manage Seats under your product list.

manage seats in user center

 

 

3. Confirm that the selected Team is correct, then click Invite Users.

Invite New Users

 

4. ZWCAD Flex supports two invitation methods: Single Invitation and Batch Invitation.

 

For Single Invitation

· Select the role for the new user (User or Admin).

· Choose to send the invitation via email or generate an invitation link.

 

Note:
  • Invited users will receive an invitation via email. Accounts that have not been registered need to click the link or visit the User Center to complete the registration.
  • The invitation email is valid for 14 days, so please confirm the invitation promptly.

user invitation email

 

For Batch Invitation

· Download the template for batch invitation.

· Fill in the required information for each user.

· Upload the completed file to send invitations in bulk.

 

5. All invited users will receive an email. Once they confirm the invitation, they will automatically be added to your team.

 

Assigning Seats to Team Members

Once members have joined the team:

1. Go to the Seat Management section and then click Manage Seat right to the user’s name.

2. Toggle the switch to assign a seat to this user.

Toggle the switch to assign a seat to the user

 

3. Once the seat is assigned successfully, the new user can enjoy full access to all features of ZWCAD Flex without restrictions.

the seat is assigned successfully

 

4. You can easily deactivate or reassign seats at any time, depending on your team’s workload or project requirements.

 

Adding New Seats to Your Team

If you need more seats, you can easily add them yourself online:

1. Go to the ZWCAD Flex User Center.

2. Navigate to Billing and Orders > My Subscription.

3. Click on the product name to view the subscription details.

4. Find the Seat field and click Add seats next to it.

Add New ZWCAD Flex Seats

 

5. Choose the number of seats you want to add, then review the price, payment method, and the team you want to assign the seats to.

review the price, payment method, and the team you want to assign the seats to

 

6. If all the information is correct, click Confirm Upgrade. After completing the payment, the number of seats will be updated accordingly.

 

Managing Team Roles

ZWCAD Flex currently supports three roles:

· Owner: The highest-level role. The Owner can manage admins and has full control over the team and subscriptions. Each team can have only one Owner.

· Admin: Full permissions to manage team members and assign or revoke licenses.

· User: Can use assigned licenses but cannot manage team settings.

 

To change a team member’s role, you can go to the Seat Management section. Then click the three-dot menu (⋯) to the right of the user, then choose Edit Role. Select the new role and confirm your changes.

 

Removing Members from the Team

To remove a member from your team:

· Go to the Seat Management section.

· Click the three-dot menu (⋯) next to the user, then select Remove User.

· Confirm the removal.

 

Note:

The selected member will be removed from the team, and their assigned seat will be released. This action cannot be undone, so please proceed with caution.

Remove members from your team