Success Path
Everything you need to capture and share expert knowledge

Set Up Your Account

Invite users to access Vuforia Expert Capture. Then, set up the account you’ll need to get help from PTC.

Activate administrator account

The first step to set up user accounts is to activate the administrator account. The Vuforia Expert Capture administrator will be responsible for adding and removing users across their organization. An organization selects an administrator when they finalize their purchase contract with PTC.

The administrator will receive an email from “Vuforia Expert Capture” inviting them to activate their account. They will enter their name and create a password. Once active, the administrator will get access to the admin center, where they’ll invite and manage users.

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Create your support account

PTC offers two ways to get help.

For administrators: Vuforia Expert Capture administrators may open a support case with PTC eSupport. To open a case, you must have a PTC customer account. To create your PTC customer account, you'll need your PTC Customer Number and your PTC Service Contract Number. After you file a case, a member of the technical support team will assist you.

For users: If you do not have or do not know your Service Contract Number, the PTC Community is your best resource for support. Browse information about using the product, follow others’ topics, or post a new topic. A knowledgeable community member will respond and help.

Anyone can explore the Community. But if you’d like to post a topic or respond to others, you must create a PTC basic account. Select the "Basic" tab on the "Create New PTC eSupport Account" page. This account is separate from your Vuforia Expert Capture account.

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Set up single sign-on

Single sign-on is available for Vuforia Expert Capture, though not required. Single sign-on allows employees to use their existing company email address and password to sign in to Vuforia Expert Capture. If you prefer not to set up single sign-on, skip this step. You can also set it up later, though the transition time may take longer.

To set up single sign-on, you must have an identity provider that supports SAML 2.0. See the “How to integrate SAML 2.0” article below for details.

If your organization's identity provider supports SAML 2.0, open a support case with PTC eSupport to set up single sign-on. You'll need a support account to contact eSupport, explained in the previous step. Notify any affected users once single sign-on is functional.

If you don't set up single sign-on now, you can set it up later. Setting it up later may take longer depending on the number of users you have. You also risk interrupting someone’s work. Communicate with all users before setting it up.

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Set up user accounts

You need a Vuforia Expert Capture account to capture, author, and execute procedures. Vuforia Expert Capture includes several applications: Vuforia Capture, Vuforia Editor, and Vuforia Vantage or Vuforia View, depending on the device type you’re using to execute procedures.

You need a Vuforia Expert Capture account if:

  • You’re using Vuforia Vantage or Vuforia View to execute procedures
  • You’re using Vuforia Editor to author procedures
  • You’re using Vuforia Capture on a HoloLens eyewear device and want to include location-specific steps in your procedures

You do not need a Vuforia Expert Capture account to capture procedures using HoloLens or RealWear eyewear devices.

To create your account, follow these steps:

  • Invite: Your organization’s administrator adds you as a new user.
  • Activate: You’ll receive an email from “noreply@vuforia.com” inviting you to activate your account. You’ll use this email address to log in to Vuforia Expert Capture.
  • Sign in or create a password:
    • If your organization has single sign-on: enter your company email address and password to sign in. If you're not sure whether you have single sign-on, try signing in with your company credentials first.
    • If you can’t sign in with your company credentials, you must create your own username and password. Enter your name and email address, then create a password.

Once you’ve activated your account, you’ll have access to Vuforia Expert Capture. You administrator will assign you to a user role. You can be assigned the role of Administrator, Manager, Author, or Viewer. Each role has varying levels of access to functionality in Vuforia Expert Capture. If you’re having trouble logging in or don’t have the correct role assigned, contact your administrator for help.

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Understand user roles

Your administrator will assign you to a user role. You can be assigned the role of Administrator, Manager, Author, or Viewer. Each role has varying levels of access to functionality in Vuforia Expert Capture. For more information about user roles, visit the Help Center.

1. Viewer

  • Anyone who will use Vuforia Expert Capture to document their expertise or view procedures
  • Will use the Vuforia Capture, View, or Vantage apps
  • May be your frontline workers
  • Needs a Standard User seat to document and view procedures

2. Author

  • Anyone who will use Vuforia Expert Capture to create or edit new procedures
  • Uses Vuforia Editor to access or change procedures they created or that others shared with them, but cannot delete procedures
  • May be your training content creators or technical publication team
  • Needs a Premium User seat to create and edit procedures

3. Manager

  • Anyone who will manage user permissions for procedures in Vuforia Expert Capture
  • Uses Vuforia Editor to access or change procedures they created or that were shared with them
  • Can publish procedures while Authors cannot
    • Will be essential in your rollout process
  • Needs a Premium User seat to publish procedures

4. Administrator

  • Anyone who needs to use all features and procedures in Vuforia Expert Capture
  • Monitors metrics in Vuforia Insights
  • Needs a Premium User seat to use all features

We recommend assigning a limited number of Administrator roles. If you’re having trouble logging in or don’t have the correct role assigned, contact your administrator for help.

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Did you find this helpful?

How PTC can help

In addition to the recommended resources named above, PTC offers Success Services that fit seamlessly into your Success Path, making it even easier to reach your desired business outcome.

Set up
Create Procedures with Vuforia Expert Capture
Receive end to end training on creating, editing , publishing, and viewing Vuforia Expert Capture procedures and completing a short procedure using your use case

ADDITIONAL RESOURCES

Technical Support

Log a case with eSupport using your Service Contract Number. Don’t have it? Ask the Community.

Product Documentation

Find step-by-step instructions and information about using Vuforia Capture, Vuforia Editor, Vuforia Vantage, and Vuforia View in the Help Center.

Ask the Community

Visit the PTC Community to get product assistance, share ideas, and browse information about using Vuforia Expert Capture.

Contact Us

Have a question? Submit your contact information and we’ll reach out within 1 business day. You’re never obligated to purchase or commit.

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