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Add members to a Construction Cloud account

Manage account members in Autodesk Construction Cloud, including adding, removing, and editing member properties and roles.


00:03

With Autodesk Construction Cloud,

00:05

account administrators can manage all account members and their respective properties from the Members tool in Account Administration.

00:13

After logging into Autodesk Construction Cloud from your web browser, expand the product picker and select Account admin.

00:20

Then, from the navigation panel, select Members.

00:25

This opens the Account members page.

00:28

Here, you can review and manage members from all projects.

00:33

To add project members, click Add members.

00:36

The Add account members dialog displays.

00:40

In the text box, enter an email address for the members

00:44

or paste in a list of email addresses separated by commas, tabs, spaces, or semicolons.

00:52

Next, assign a company and role to the members.

00:56

The company and role can be used to quickly apply the same permissions to multiple members.

01:02

Select the Company text field.

01:05

From the drop-down, choose from companies already within the company directory.

01:09

You can also add a new company.

01:12

Next, select the Role text field.

01:16

A drop-down displays.

01:18

Roles can be used to streamline workflows and permissions.

01:22

Then, assign an access level.

01:25

Access levels include Account administrator, meaning members are added as other account administrators

01:31

or Executive, meaning members have access to account-specific dashboards in Insight.

01:36

Once members are added to the account, a list of members displays on the Account members page.

01:42

This list includes member properties, such as the status of each member, their company, role, access level, subscriptions, and date added.

01:53

To remove a member, choose the member, and then click More > Remove member.

01:59

Removing members from the Account members page removes them from all projects in the account.

02:05

To edit a member’s properties, select the member from the list.

02:09

Then, from the Member profile, adjust the properties accordingly.

02:14

From this profile, Member Subscription section,

02:17

you can also see if a member has a subscription managed by an external organization

02:21

or if you can manage the subscription assignments.

Video transcript

00:03

With Autodesk Construction Cloud,

00:05

account administrators can manage all account members and their respective properties from the Members tool in Account Administration.

00:13

After logging into Autodesk Construction Cloud from your web browser, expand the product picker and select Account admin.

00:20

Then, from the navigation panel, select Members.

00:25

This opens the Account members page.

00:28

Here, you can review and manage members from all projects.

00:33

To add project members, click Add members.

00:36

The Add account members dialog displays.

00:40

In the text box, enter an email address for the members

00:44

or paste in a list of email addresses separated by commas, tabs, spaces, or semicolons.

00:52

Next, assign a company and role to the members.

00:56

The company and role can be used to quickly apply the same permissions to multiple members.

01:02

Select the Company text field.

01:05

From the drop-down, choose from companies already within the company directory.

01:09

You can also add a new company.

01:12

Next, select the Role text field.

01:16

A drop-down displays.

01:18

Roles can be used to streamline workflows and permissions.

01:22

Then, assign an access level.

01:25

Access levels include Account administrator, meaning members are added as other account administrators

01:31

or Executive, meaning members have access to account-specific dashboards in Insight.

01:36

Once members are added to the account, a list of members displays on the Account members page.

01:42

This list includes member properties, such as the status of each member, their company, role, access level, subscriptions, and date added.

01:53

To remove a member, choose the member, and then click More > Remove member.

01:59

Removing members from the Account members page removes them from all projects in the account.

02:05

To edit a member’s properties, select the member from the list.

02:09

Then, from the Member profile, adjust the properties accordingly.

02:14

From this profile, Member Subscription section,

02:17

you can also see if a member has a subscription managed by an external organization

02:21

or if you can manage the subscription assignments.

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