Altium Develop Customer Onboarding Guide

已创建:October 9, 2025
已更新:February 4, 2026
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Welcome to Altium Develop

This onboarding guide is designed to give your team the tools and collaboration capabilities you need to modernize your electronics design workflow. After completing the steps in this onboarding guide, you will be able to:

  • Provide access to best-in-class design technology for up to 5 team members
  • Enable seamless global collaboration across ECAD, MCAD, and supply chain specialists with Altium Develop's cloud-based applications.

Step 1: Account Activation & Downloads

In this step we will cover creating your Altium Account, installing Altium Designer, and activating your team’s Altium Workspace.

Onboarding Objectives Resources

Create your Altium Develop Account

 ✅Altium Develop Homepage

*Note: You sign in to the Altium Account created above during the installation process.

Step 2: Environment & Access Setup

Now that you have access to Altium Designer and Altium Develop, you can invite your team members and get familiar with both the desktop and web interfaces. (Also covers importing existing component libraries.)

Onboarding Objectives Resources

Invite team members to your Altium Workspace and learn how to manage content access

 📄Documentation: Managing Workspace Membership

 🎬Project File Permissions

Get familiar with your Altium Designer environment & system preferences

 📄Documentation:  Elements of the Environment;
 📄Documentation:  Accessing, Defining & Managing System Preferences

Get familiar with your Altium Workspace

 📄Documentation: Altium Platform Interface

Configure part sources for your Workspace

 📄Documentation: Part Source Configuration

Step 3: Importing Libraries & Using Cloud Libraries

Onboarding Objectives Resources

Import existing libraries to your Workspace

 📄Documentation: Importing Existing Libraries to Your Connected Workspace

 🎬Create and Import a Library

 🎬Library Health

Learn how to create new components in Altium Designer

 🔗Getting Started Guide: Creating a New Component

 🎬Place a Generic Component

 🎬Acquire a Component from a Manufacturer Part Search

Step 4: Creating & Managing Projects

Once your team members have been invited and component libraries have been imported, you can begin working on your projects with commenting and task management.

Onboarding Objectives Resources

Learn how to create a new project or upload existing projects to your Workspace

 📄Documentation: Workspace Projects

 🎬Import Project Library

 🎬How to Move a Project and Components

Learn how to create Project Templates

 📄Documentation: Creating a Project Template

 🎬Create a Project Template

Learn how to create Schematic Templates

 📄Documentation: Creating a Schematic Template

Learn how to share a design with team members and modify existing access rights

 📄Documentation: Sharing a Design;
 📄Documentation: Modifying Access Rights for Existing People

 🎬Project File Permissions

Learn how to create and manage comments in your project documents

 📄Documentation: Document Commenting

Learn how to create and manage tasks in your Workspace

 📄Documentation: Working with Tasks

Learn how to use project history to see a complete view of a project’s development journey

 📄Documentation: Project History

 🎬Component History

 🎬Revert to a Previous Project Version

Step 5: Improving Cross-Team Collaboration

Extend your electronics design workflow to collaborate with MCAD, procurement/supply chain, project management, and simulation specialists.

Onboarding Objectives Resources

Learn how to collaborate with mechanical engineers using MCAD CoDesigner

 🔗Getting Started Guide: Introduction to Altium MCAD CoDesigner

Learn how to collaborate with Ansys simulation specialists using Ansys CoDesigner

 📄Documentation: Ansys CoDesigner

Learn how to enhance your BOM management workflow with BOM Portal

 📄Documentation: BOM Portal

 🎬Managing BOMs and Selecting an Alternate Part

    Connections

    The following tools are part of your Altium Develop Platform.  Click on the links below to learn about each one: 

    Category Tool
    Engineering

    Compliance

    Supply Chain
    Manufacturing

    Additional Tools

    You can also explore these introductory materials to supplement your learning:

    Closing Thoughts

    After completing all the steps in this onboarding guide, your team should be well-equipped to design electronics using a modern workflow in Altium. We hope this journey continues to be transformative for your team and that you discover new ways to save valuable engineering time.

    Your bundle also provides access to real-time support, user communities, comprehensive product documentation, training videos, and a knowledge base of targeted solutions for common user experiences.

    Your Support Resources:

    If you need any help at any time, please contact your Altium Support Team.

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