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  • Set up your own cloud-native simulation in minutes.

  • Documentation

    Dashboard Folders and Spaces

    Organizing your SimScale content is critical to allowing you to quickly and easily find the correct project while ensuring that only the correct people can access it. This can be done in the SimScale Dashboard. There are two core features of content organization at SimScale: Spaces and Folders.

    These features allow you to organize your own content as well as allow multi-user accounts to efficiently manage groups of users and the content they access.

    Spaces

    Spaces are the highest-level organizational features that have a name, members, and content. They are used to segregate content within organizations and ensure that only members of the space can access the content contained within.

    Spaces do not own any content, they only provide permissions to its members to access the content.

    Every space belongs to one and only one organization and has members from the users of that organization. It is not possible to have users from different organizations in the same space.

    Personal Spaces

    Every user has a personal space that they can create content in. The only member of your personal space is you; only you can create content within your personal space. 

    Your Personal Space is available under the My Projects section of your dashboard:

    my projects space in dashboard
    Figure 1: The personal space functionality, named My Projects, is available to all users in SimScale and cannot be deleted.

    Team Spaces

    Customers with Teams or Enterprise licenses have access to Teams Spaces. A Team Space is a space that can be seen by multiple users; its members are controlled by a company administrator.

    Team Spaces can be used to allow only certain users to access specific content. For example, you might have a Team Space for each customer project (Customer A – HX1B, Customer B – RM101) or for each group at your company (Product, Simulation). Any content created within or moved to a Team Space can only be accessed by members of the space and any users it has been directly shared with.

    teams space view dashboard
    Figure 2: View of a Teams Space named SimScale with 1 folder and 3 subfolders

    Adding and Managing Teams

    As a space administrator, you can add and manage teams. This is shown below:

    manage teams section in dashboard
    Figure 3: Go to Manage Teams to add or manage teams. Only the space admin has access to this.

    Important

    Team Spaces are created and managed by your organization with assistance from SimScale support. Your organization will have to contact SimScale support if you would like to:

  • Delete a user who owns content
  • Folders

    A folder is a location to store your content, including projects and other folders. Folders at SimScale are similar to those in other applications and are managed in your dashboard, as discussed in the Dashboard section within this document. Every folder has an editable name.

    Permissions

    Owners or members of a space get specific permissions for all projects contained in the space. In other words, the level of permissions granted is configurable.

    In Personal Space

    The following table shows what the owner of a space is permitted to do:

    Permission in Personal SpaceOwner of Space
    Can view content and folders:check_mark:
    Can copy content:check_mark:
    Can create content and folders:check_mark:
    Can move content:check_mark:
    Can edit content:check_mark:
    Can delete content:check_mark:
    Can share content:check_mark:
    Table 1: Permission in a personal space and the activities allowed

    In Team Space

    The following table shows what a space member is permitted to do if they have Admin, Edit, Copy, and View permissions:

    Permission in a Team SpaceAdminEditCopyView
    Can view content and folders:check_mark::check_mark::check_mark::check_mark:
    Can copy content:check_mark::check_mark::check_mark:
    Can create content and folders:check_mark::check_mark:
    Can move content:check_mark::check_mark:
    Can edit content:check_mark::check_mark:
    Can delete content:check_mark::check_mark:
    Can share content (if allowed by space setting):check_mark::check_mark:
    Can add/remove users to/from space:check_mark:
    Can modify permissions of users in space:check_mark:
    Table 2: Different permissions in a team space and the actions allowed

    Sharing

    Depending on the sharing permissions set by the admin individual projects can be shared with other users outside the space or your organization or made public. In this case, users will not gain access to see the folder or the space where the project is located.

    Space admin can set different sharing permissions to the space which consist of No sharing, Within Space, Within organization, and With anyone.

    To create a team click on the ‘+ Add team’ button (see Figure 3). This will open a panel where you can name the team, control the sharing permissions and choose the members you want the team to include. Don’t forget to save the settings.

    adding a new team in space
    Figure 4: The panel to add a new team to the space. Only admin can create a new team.

    Dashboard

    The Dashboard is one of the main environments in the SimScale platform. Users can create new projects, verify their core hour balance, and access projects that have been shared with them from their dashboard.

    Find below an overview of the functions available:

    new dashboard sections
    Figure 5: The dashboard contains methods to organize, sort, search, and create projects
    1. A list of currently available Spaces is shown on the left-hand side
    2. Within a space, the user can create Folders for projects
    3. A list of projects is shown in the center of the page
    4. Different view modes and sorting options for projects
    5. Information panel for selected projects and folders
    6. The New Project button, on the top-right corner, is used to create new projects from scratch
    7. Search bar, allowing you to search projects with keywords of interest
    8. Shared with me tab, showing all projects that are currently shared with your SimScale account
    9. My Account panel, containing a summary of your core hour balance and the current plan
    10. Admin permissions to create and manage teams

    Create New Simulation Project

    To create a new simulation project, click the ‘New Project’ button on the Dashboard. The following dialog box appears:

    creating new project from dashboard
    Figure 6: Project creation dialog. Choose whether to make your project publicly accessible to everybody or to keep it private. In order to make your project private, you need to be in a Professional or Professional Trial account.
    1. Project Title: The project title should contain the name of the type of application you want to analyze as well as the simulation method you want to use, e.g. ‘Heat exchanger – CHT simulation’. This will help other users to understand what you’re trying to simulate.
    2. Public/Private Toggle: This toggle determines whether your project will be publicly available to everybody or only visible to you. A public project can be seen, copied, and downloaded by any SimScale user. In order to create private projects, you require a Professional SimScale account. See Plans & Pricing to upgrade or start your Professional trial.
    3. Project Description: Use the project description box to describe the purpose of your project in more detail. A good project description will make your project rank higher in the SimScale Public Projects Library.
    4. Project Category: The category selection allows you to categorize your project based on industry. Choosing a category will help your project rank higher in the SimScale Public Projects Library.
    5. Tags: Similar to the category selection, adding tags will help your project rank higher in the SimScale Public Projects Library. Tags are not pre-defined and can be chosen freely. A maximum of 12 tags can be added with each containing 3 – 50 characters.
    6. Advanced Settings: In the advanced settings you can choose whether to use SI or Imperial units to interact with the CAD model that you choose to upload into your project. You can also allow API access here.

    Once the project is created, you’ll automatically be redirected to the SimScale simulation platform i.e. the Workbench.

    Projects

    The dashboard contains functionalities that allow you to create, open, move, share, edit, and delete projects. By right-clicking on a project of interest, all options are shown:

    project editing in simscale dashboard
    Figure 7: By right-clicking on a given project, several options show up.

    Once a project is selected, all editing options are also available from the right-hand side panel:

    sharing a project in simscale dashboard
    Figure 8: After selecting a project, the editing icons are available on the right-hand side panel

    Furthermore, you can also open projects with a double left-click, or by selecting the project and clicking on the top-right icon:

    options to open a project from the dashboard
    Figure 9: Opening a project in Grid View Mode

    Folders

    To create a folder, navigate to a space that you have access to and select the icon in the upper right corner as shown. You will be prompted to provide a name for the folder.

    moving a project to a folder in simscale dashboard
    Figure 10: The blue arrow indicates the button to create new folders/subfolders. After creating a folder, you can start organizing by moving projects into them.

    Folders can be opened, moved, edited, and deleted. To access these options, you can right-click on the folder, or use the right-hand side panel after the folder is selected:

    operations with folders in simscale dashboard
    Figure 11: You can access folder-related operations by either right-clicking on it, or selecting the folder and using the right-hand side panel

    Important

    When a folder is deleted, all contained folders and projects within it will be deleted.

    Last updated: January 26th, 2023

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