& Construction
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Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
& Manufacturing
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Professional CAD/CAM tools built on Inventor and AutoCAD
Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
Autodesk Support
Oct 21, 2024
Products and versions covered
Getting started with BIM Collaborate Pro.
These instructions are a help guide for BIM Collaborate Pro purchase, account setup, project setup, and service activation.
BIM Collaborate Pro access is assigned to individual users by a Primary or Secondary admin.
The duties of the Account Administrator and the Project Administrator are defined as follows:
Project Administrators:
After the BIM 360 subscription is activated, the Account Administrator receives an email with a get started link.
Click the "Activate your account" button to start the Account Administration portal and then sign into Account Administration using the appropriate Autodesk Account. If no Autodesk Account exists, click the "Create Account" button.
Note: Each welcome email is meant for only one person - do not forward it to others. The first-time account administration is accessed, it is done from the email invitation.
Sign into the BIM 360 Account Administration Portal.
When BIM 360 Account Administration is first signed into, use the Account Settings profile page to customize the account. A company logo can be uploaded. Edit how the account name appears in BIM 360. Invite account administrators. And define the business units. Follow these steps to customize the account:
Account administrators can create projects and assign project administrators to BIM 360 services. To create a project:
After creating a project profile, choose the services to activate. For BIM Collaborate Pro, activate the Document Management and the Design Collaboration services in the project.
Note: The services displayed vary depending on which services were purchased.
You can activate services when creating a project, or after the project is created. If you are activating services now, go to item 4 in the following section.
Account Administrators can activate services and add project administrators to a project. To add Project Admins to a project:
Note: Existing members are notified that they've been added to the account as project administrators.
Note: Account Admin will autopopulate already added team members or you can copy settings from other projects.
Once services have been activated, the modules appear in the module picker.
A Project Administrator can:
Every project starts with preconfigured top-level folders to support a specific process or data type. These folders are called Plans and Project Files. Subfolders can be added to these folders. Use Plans to manage, publish, and review the latest set of construction documents, in both 2D and 3D formats. Use Project Files for any project document, including design data and all other document types.
Note: The Design Collaboration module only supports folders under Project Files.
Subfolders can be manually created for teams in the Document Management module, or through a managed path using the Design Collaboration module. The managed path is recommended as it creates the correct subfolders and its permissions. For more information, see the help topic To Work with Folders.
The newly created Teams and their paths display:
Invite Project Team Members
Note: After entering an email address, press Enter or add a comma.
To invite members to a Team (and set permissions within the Team):
Here you can add individual members, all members of a certain role, or all members from a certain company.
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The Document Management module allows more granular control over permissions on the Project Files data. For more detailed Document Management workflows, review the BIM 360 Help.
To manually setup folders and subfolders:
To assign a Team to the Folders:
With the team folders created, teams can now be assigned to them:
Design Collaboration requires certain permissions on folders and subfolders for the data exchange between the various project teams. These are set through the permission levels:
For detailed walk-throughs of the Design Collaboration workflows, review the (YouTube) videos:
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