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Learn how to manage your account and projects using the Account Admin and Project Admin modules.
When creating a project, enter at least the following:
To simplify the management of users in your projects, add users to the account first. After you add them, you can edit the following user information:
You can specify company, role, and access level in the invite. Tip: Add internal users to your account before adding them a project. That way, you can assign their subscription entitlements right away.
As you add users to your project, you can assign access to the modules in the project.
After you set up the project, enable the modules you need for the project.
Data in each project is hosted in your team space. To create a team space, set up teams. This also creates the shared space, which all teams can access.
There are two ways to create teams.
Use collaboration spaces to upload and review project models, and to detect clashes between models.
While not required, a collaboration space (which can also be in the team space) allows you to automatically compare the most recently published module against the most recently consumed model from another team. This process simplifies clash detection.
To allow users to upload, download, and share data between teams, add users to the teams.
You can add users by name, role, or company. Adding by company allows you to add multiple users at a time.
There are two ways to add users to teams: