User management in Upchain

In this lesson, we’ll discuss the different roles and licenses a user can have. 

We’ll demonstrate how to invite new team members to your tenant, manage their account details, deactivate user accounts, and where to run a user report.

Before you start:

You must be invited to Upchain and be assigned a Tenant Administrator role. The users you intend on inviting to your Upchain tenant must already have an Autodesk account and the correct Autodesk license to be able to use Upchain.

Inviting users to your Upchain tenant

In this video, we will:

• Invite users to your tenant and resend invites if necessary
• Describe the difference between user role and user license

Key takeaways

1. The user role determines how and whether the user can participate in the workflows.
2. The license determines what level of access the user has to different areas of Upchain.

Editing a user account and creating another Tenant Administrator

In this video, we will:

• Add additional roles to a user’s account
• Change a user’s license type
• Convert an existing user to a Tenant Administrator

Key takeaways

1. While a user can hold many roles, they can only hold one license.
2. Any user can be made into a Tenant Administrator but consider this decision carefully before doing so.
3. A Tenant Administrator can hold any license type and secondary roles depending on what else they may be required to do in Upchain.

Managing temporary and permanent user leave

In this video, we will:

• Configure a user’s out-of-office message
• Re-assign tasks assigned to a user while they are out of office
• Deactivate a user account

Key takeaways

1. A Tenant Administrator can set an out-of-office message and re-assign tasks on behalf of a user who is away from the office.
2. It is important to deactivate a user account when they should no longer have access to Upchain.

Exploring user reports

In this video, we will:

• Explore the user table in more detail
• Export the user table to Excel

Key takeaways

1. The user table contains many columns that summarize all the information about the user, including roles, license type, login and activation dates, status, and deactivation dates.
2. The user table can be exported to an Excel spreadsheet to be able to share this information with non-Tenant Administrators in your organization.