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Add members to a Construction Cloud project

Manage members at the project level in Autodesk Construction Cloud, including adding, inviting, and assigning roles and access levels to project participants.


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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