Success Path
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Invite Users

You need a user account to use Vuforia Chalk. The administrator sets up user accounts in the Admin Center or through the Vuforia Chalk app.

Invite users in the Admin Center

If you’re new to Vuforia Chalk, you need a user account to get started. An administrator can add new Chalk users through the Admin Center. There are two ways to add users: individually and in bulk. Learn more about inviting users from the link below.

When the admin invites users, they enter the following details:

  • Name
  • Email
  • Team
  • Job title
  • Role (primary administrator, business administrator, or basic user)
  • Option to assign a premium license by selecting "Ability to host sessions”

You can always adjust this information later. Once an admin adds a new user, the user will receive an activation email from "Chalk-Registration@chalk.vuforia.com." It may be in the spam folder. If the user doesn’t activate their account within 7 days, the invite will expire. Users will learn more about accepting this invitation in the next step.

Recommended Resources

Understand Chalk user roles

There are 3 types of roles with different permissions in Vuforia Chalk:

1. Primary administrator

  • Invites new users to join Chalk and assigns roles
  • Helps users troubleshoot issues
  • Monitors performance and usage
  • Evaluates and communicates results of usage
  • Contacts PTC to open technical support cases and provide technical feedback
  • Works with your organization’s IT team to select the appropriate encryption type to meet your security needs
  • Serves as the singular point of contact for your organization’s IT team

2. Business administrator

  • Has the same privileges as a primary administrator to assign user permissions, add users to Chalk, and help troubleshoot issues
  • Does not serve as the main point of contact to help users troubleshoot issues

3. Basic user

  • Starts sessions with contacts or joins hosted sessions, depending on their host privileges
  • Uses Chalk features and functionality including drawing Chalk Marks (annotations), viewing and saving session summaries, using low bandwidth mode, etc.

Any role type (primary administrator, business administrator, or basic user) can be assigned a premium license. A premium license allows users to generate Connect Codes and access Chalk for Desktop, Chalk for Hands-Free Devices, and Multi-Expert Sessions. Your organization may have purchased a limited quantity of premium licenses. An administrator can assign those premium licenses to users who need them.

Users with premium licenses can access:

  • Company directory
  • Annotation colors
  • Low-bandwidth mode
  • Session summaries
  • Mobile devices
  • Connect Codes
  • Eyewear devices
  • Chalk for Desktop
  • Multi-Expert Sessions

Users with standard licenses can access:

  • Company directory
  • Annotation colors
  • Low-bandwidth mode
  • Session summaries
  • Mobile devices
Standard License Premium License
Company directory
Annotation colors
Low-bandwidth mode
Session summaries
Mobile devices
Connect Codes
Eyewear devices
Chalk for Desktop
Multi-Expert Sessions

 

If you have a premium license, you can also start a Chalk session with someone by sending them a unique Connect Code. They will need to download the Chalk app and enter the code to join your session. They do not need to create an account to join your session. You’ll learn how to use Connect Codes in a later step.

Recommended Resources

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ADDITIONAL RESOURCES

Technical Support

Open a case with PTC Technical Support using your Service Contract Number. Don’t have it? Ask the Community.

Product Documentation

Find step-by-step instructions and information about using Vuforia Chalk in the Help Center.

PTC Community

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

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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