View, Create, and Edit Roles - Exercise
One of the first things you’ll want to do when you get access to your tenant is create new users. In this exercise, you will create three new users: an Admin user, an Engineering user, and a Consumer user. Before you begin, note that you will need to have created email addresses and Autodesk Accounts for the three users.
Task 1: Create an Admin User
- From the navigation menu, select Administration > Security.
![](https://files.upskill-dev.autodesk.com/public/CSO_Content/MFG-FM-Manage/FM-M1_Exercise1_1_Admin_Security.jpg)
- On the Security page, click the New User icon.
![](https://files.upskill-dev.autodesk.com/public/CSO_Content/MFG-FM-Manage/FM-M1_Exercise2_1_New%20User%20icon.jpg)
- In the Account Information, fill in the First Name, Last Name, and Email for the user, then set the following:
- For the License Type, select Professional.
- For the Time Zone, select Eastern Standard Time.
- For the Interface Style, select Modern.
![](https://files.upskill-dev.autodesk.com/public/CSO_Content/MFG-FM-Manage/FM-M1_Exercise2_2_Admin%20User%20details.jpg)
- Once finished, click the Create and Add To Groups button. In the Notify user? dialog, select Yes to notify the user about their account.
![](https://files.upskill-dev.autodesk.com/public/CSO_Content/MFG-FM-Manage/FM-M1_Exercise2_3_Notify%20user.jpg)
- In the Available groups which the user is not a member list, select the Admin Group, Administration [SYSTEM], and Importer groups and click the right arrow to add them for the user. Click Save to complete the process.
![](https://files.upskill-dev.autodesk.com/public/CSO_Content/MFG-FM-Manage/FM-M1_Exercise2_4_Admin%20User%20groups.jpg)
Task 2: Create an Engineering User
In this task, you’ll create an Engineering user using the same process as Task 1, but will assign the user to a different group.
- On the Security page, click the New User icon.
- In the Account Information, fill in the First Name, Last Name, and Email for the user, then set the remaining options as needed. For the License Type, select Professional.
- Once finished, click the Create and Add To Groups button. In the Notify user? dialog, select Yes to notify the user about their account.
- In the Available groups which the user is not a member list, select the Engineering group and click the right arrow to add it for the user. Click Save to complete the process.
![](https://files.upskill-dev.autodesk.com/public/CSO_Content/MFG-FM-Manage/FM-M1_Exercise2_5_Engineering%20User%20groups.jpg)
Task 3: Create a Consumer User
In this task, you’ll create a Consumer user using the same process as Task 1, but will assign the user a different license type and assign them to a different group.
- On the Security page, click the New User icon.
- In the Account Information, fill in the First Name, Last Name, and Email for the user, then set the remaining options as needed. For the License Type, select Participant.
- Once finished, click the Create and Add To Groups button. In the Notify user? dialog, select Yes to notify the user about their account.
- In the Available groups which the user is not a member list, select the Suppliers group and click the right arrow to add it for the user. Click Save to complete the process.
![](https://files.upskill-dev.autodesk.com/public/CSO_Content/MFG-FM-Manage/FM-M1_Exercise2_6_Consumer%20User%20groups.jpg)
After saving, notice that the three new users have an Auth Status of Reserved. The Auth Status will change to Mapped once the users have logged in.
![](https://files.upskill-dev.autodesk.com/public/CSO_Content/MFG-FM-Manage/FM-M1_Exercise2_7_Reserved%20status.jpg)