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Manage account members in Autodesk Construction Cloud, including adding, removing, and editing member properties and roles.
Type:
Tutorial
Length:
2 min.
Transcript
00:03
With Autodesk Construction Cloud,
00:05
account administrators can manage all account members and their respective properties from the Members tool in Account Administration.
00:13
After logging into Autodesk Construction Cloud from your web browser, expand the product picker and select Account admin.
00:20
Then, from the navigation panel, select Members.
00:25
This opens the Account members page.
00:28
Here, you can review and manage members from all projects.
00:33
To add project members, click Add members.
00:36
The Add account members dialog displays.
00:40
In the text box, enter an email address for the members
00:44
or paste in a list of email addresses separated by commas, tabs, spaces, or semicolons.
00:52
Next, assign a company and role to the members.
00:56
The company and role can be used to quickly apply the same permissions to multiple members.
01:02
Select the Company text field.
01:05
From the drop-down, choose from companies already within the company directory.
01:09
You can also add a new company.
01:12
Next, select the Role text field.
01:16
A drop-down displays.
01:18
Roles can be used to streamline workflows and permissions.
01:22
Then, assign an access level.
01:25
Access levels include Account administrator, meaning members are added as other account administrators
01:31
or Executive, meaning members have access to account-specific dashboards in Insight.
01:36
Once members are added to the account, a list of members displays on the Account members page.
01:42
This list includes member properties, such as the status of each member, their company, role, access level, subscriptions, and date added.
01:53
To remove a member, choose the member, and then click More > Remove member.
01:59
Removing members from the Account members page removes them from all projects in the account.
02:05
To edit a member’s properties, select the member from the list.
02:09
Then, from the Member profile, adjust the properties accordingly.
02:14
From this profile, Member Subscription section,
02:17
you can also see if a member has a subscription managed by an external organization
02:21
or if you can manage the subscription assignments.
Video transcript
00:03
With Autodesk Construction Cloud,
00:05
account administrators can manage all account members and their respective properties from the Members tool in Account Administration.
00:13
After logging into Autodesk Construction Cloud from your web browser, expand the product picker and select Account admin.
00:20
Then, from the navigation panel, select Members.
00:25
This opens the Account members page.
00:28
Here, you can review and manage members from all projects.
00:33
To add project members, click Add members.
00:36
The Add account members dialog displays.
00:40
In the text box, enter an email address for the members
00:44
or paste in a list of email addresses separated by commas, tabs, spaces, or semicolons.
00:52
Next, assign a company and role to the members.
00:56
The company and role can be used to quickly apply the same permissions to multiple members.
01:02
Select the Company text field.
01:05
From the drop-down, choose from companies already within the company directory.
01:09
You can also add a new company.
01:12
Next, select the Role text field.
01:16
A drop-down displays.
01:18
Roles can be used to streamline workflows and permissions.
01:22
Then, assign an access level.
01:25
Access levels include Account administrator, meaning members are added as other account administrators
01:31
or Executive, meaning members have access to account-specific dashboards in Insight.
01:36
Once members are added to the account, a list of members displays on the Account members page.
01:42
This list includes member properties, such as the status of each member, their company, role, access level, subscriptions, and date added.
01:53
To remove a member, choose the member, and then click More > Remove member.
01:59
Removing members from the Account members page removes them from all projects in the account.
02:05
To edit a member’s properties, select the member from the list.
02:09
Then, from the Member profile, adjust the properties accordingly.
02:14
From this profile, Member Subscription section,
02:17
you can also see if a member has a subscription managed by an external organization
02:21
or if you can manage the subscription assignments.
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