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Professional CAD/CAM tools built on Inventor and AutoCAD
Manage members at the project level in Autodesk Construction Cloud, including adding, inviting, and assigning roles and access levels to project participants.
Type:
Tutorial
Length:
4 min.
Transcript
00:03
Once you create a project in Autodesk Construction Cloud, project administrators can manage all project members.
00:11
This includes adding or inviting people who work on your project.
00:15
After logging into Autodesk Construction Cloud from your web browser, from the Projects page, select a project.
00:23
This opens Docs.
00:26
With Autodesk Docs, you can organize your files and folder for use throughout your project.
00:31
You can also access Project Administration from here.
00:36
To add members to the project, expand the product picker.
00:39
From the drop-down, select Project Admin.
00:43
This opens the Project Administration Members page.
00:47
Here, a list of already added project members displays.
00:51
Click Add Members.
00:53
This opens the Add Project Members dialog.
00:56
In the text box, enter an email address for the members
00:60
or paste in a list of email addresses separated by commas, tabs, spaces, or semicolons.
01:07
If you begin to type an email address that is already associated with another of your cloud projects,
01:13
that member’s information will display in a drop-down.
01:16
From the drop-down, select the member to add them to the current project.
01:21
If the member does not currently exist, you will be required to fill out their member information within the data line item.
01:28
Items such as first and last name, company, role, access level, and products are available to be chosen and assigned to that member.
01:39
Next, assign a company and role to the members.
01:43
The company and role can be used to quickly apply the same permissions to multiple members.
01:48
Select the Company text field.
01:52
From the drop-down, choose from companies already within the company directory associated with your other projects.
01:58
You also have the option to assign from Account Admin, which automatically applies companies defined from the account level.
02:06
You can also add a new company.
02:09
Adding a new company contributes to the directory of companies in your project.
02:14
Next, select the Role text field.
02:17
A drop-down displays.
02:20
Roles can be used to streamline workflows and permissions.
02:23
Roles are created by account administrators in Account Admin.
02:28
Select the appropriate role, or choose to assign roles from Account Admin,
02:33
which automatically applies roles as they are defined in Account Admin.
02:37
Next, assign the members the appropriate access levels.
02:41
Assigning Project member access allows members to have view access to all tools,
02:47
but specific permissions vary by role assignment.
02:50
Assigning Project administrator access allows members to have administrative permissions and to create new projects.
02:58
Now, choose which products to invite the members to.
03:01
Note that members must also have a subscription to the selected products.
03:06
Product subscriptions can be assigned in Account Administration or the member may bring their own subscription.
03:13
Once all assignments are complete, click Add.
03:18
The dialog closes.
03:19
Back in the Members page,
03:21
a success message displays that indicates approximately how much time it will take for members to be added to the project.
03:28
If necessary, add more members to the project, assigning the appropriate company, roles, and access level.
03:36
Once members are added to the project, a list of project members displays on the Members page.
03:42
This list includes member properties, such as the status of each member, their company, role, access level, subscriptions, and date added.
03:54
To remove a member, select More (the ellipsis) adjacent to their name, and then select Remove member.
04:02
To edit a member’s properties, select the member from the list. Then, from the Member profile, adjust the properties accordingly.
Video transcript
00:03
Once you create a project in Autodesk Construction Cloud, project administrators can manage all project members.
00:11
This includes adding or inviting people who work on your project.
00:15
After logging into Autodesk Construction Cloud from your web browser, from the Projects page, select a project.
00:23
This opens Docs.
00:26
With Autodesk Docs, you can organize your files and folder for use throughout your project.
00:31
You can also access Project Administration from here.
00:36
To add members to the project, expand the product picker.
00:39
From the drop-down, select Project Admin.
00:43
This opens the Project Administration Members page.
00:47
Here, a list of already added project members displays.
00:51
Click Add Members.
00:53
This opens the Add Project Members dialog.
00:56
In the text box, enter an email address for the members
00:60
or paste in a list of email addresses separated by commas, tabs, spaces, or semicolons.
01:07
If you begin to type an email address that is already associated with another of your cloud projects,
01:13
that member’s information will display in a drop-down.
01:16
From the drop-down, select the member to add them to the current project.
01:21
If the member does not currently exist, you will be required to fill out their member information within the data line item.
01:28
Items such as first and last name, company, role, access level, and products are available to be chosen and assigned to that member.
01:39
Next, assign a company and role to the members.
01:43
The company and role can be used to quickly apply the same permissions to multiple members.
01:48
Select the Company text field.
01:52
From the drop-down, choose from companies already within the company directory associated with your other projects.
01:58
You also have the option to assign from Account Admin, which automatically applies companies defined from the account level.
02:06
You can also add a new company.
02:09
Adding a new company contributes to the directory of companies in your project.
02:14
Next, select the Role text field.
02:17
A drop-down displays.
02:20
Roles can be used to streamline workflows and permissions.
02:23
Roles are created by account administrators in Account Admin.
02:28
Select the appropriate role, or choose to assign roles from Account Admin,
02:33
which automatically applies roles as they are defined in Account Admin.
02:37
Next, assign the members the appropriate access levels.
02:41
Assigning Project member access allows members to have view access to all tools,
02:47
but specific permissions vary by role assignment.
02:50
Assigning Project administrator access allows members to have administrative permissions and to create new projects.
02:58
Now, choose which products to invite the members to.
03:01
Note that members must also have a subscription to the selected products.
03:06
Product subscriptions can be assigned in Account Administration or the member may bring their own subscription.
03:13
Once all assignments are complete, click Add.
03:18
The dialog closes.
03:19
Back in the Members page,
03:21
a success message displays that indicates approximately how much time it will take for members to be added to the project.
03:28
If necessary, add more members to the project, assigning the appropriate company, roles, and access level.
03:36
Once members are added to the project, a list of project members displays on the Members page.
03:42
This list includes member properties, such as the status of each member, their company, role, access level, subscriptions, and date added.
03:54
To remove a member, select More (the ellipsis) adjacent to their name, and then select Remove member.
04:02
To edit a member’s properties, select the member from the list. Then, from the Member profile, adjust the properties accordingly.
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