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How to Manage Groups in Autodesk Account

By John Semel | IT, Subscription

Groups allow you to organize and assign products to multiple people at one time.

Instead of assigning your users to products one by one, you can organize them into groups and manage them by role such that each group is assigned access to the same products.

For example, if you name a group of Architects you can assign AutoCAD and Revit to the group. A group of civil engineers could be assigned Civil 3D and Navisworks Manage.

Note: Groups are not supported in classic user management.


Groups and Teams

Groups are not the same as teams. Every organization has at least one team. Multiple teams help larger organizations manage subscription contracts and data. Groups are not shared between different teams. If you have a group with the same name in different teams, the groups are managed separately.

Create a group

  1. Sign in to your account and go to User Management > By Group.
  2. Click Create Group.
  3. Enter a name for the group and click Create group.

After creating a group, you can add users and assign products.

Add users to a group

  1. Sign in to your account and go to User Management > By Group.
  2. Select a group.
  3. Click Add Users.
  4. If you have a large team, start typing a user name or email in the search box.
  5. Select one or more users and click Done.

Only existing users can be added to a group. However, when inviting new users, you can assign existing groups. See Add users in Autodesk Account.

You can assign groups to guest users in user details.

Assign products to users in a group

When assigning products to a group, you must have enough seats available for all the members of the group.

  1. Sign in to your account and go to User Management > By Group.
  2. Select a group.
  3. Click View Assignments.
  4. Locate a product and click Assign.

If a group member was individually assigned to a product, an extra seat is not assigned to the group. Only one seat is consumed per user.

Rename a group

  1. Sign in to your account and go to User Management > By Group.
  2. Select a group.
  3. Under Actions, click Rename Group.
  4. Enter a new name and click Save Changes.

Delete a group

  1. Sign in to your account and go to User Management > By Group.
  2. Select a group.
  3. Under Actions, click Delete Group.

Users assigned to products individually continue to have access. Group management does not affect individual product assignments.

Directory Sync

If your team is configured for single sign-on (SSO), you can sync your organization’s directory with groups in your Autodesk Account.

Instead of adding users to a group manually, a synced group is automatic. To set up SSO and directory sync, see the enterprise user management configuration guide.

Check synced groups status

  1. Sign in to your account and go to User Management > By Group.
  2. Click Create Group.
  3. Click Synced. If the Synced option is not available, see How to set up your Premium plan.
  4. If your organization’s directory is not synced, primary and SSO admins can set up Directory Sync in team settings.

Following the initial setup, secondary admins can assign products to synced groups.

 

If you still have unanswered questions or need help with setting up your Autodesk Account, you can reach out to our technical support team. Our team is here to help.

 

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INDUSTRIES: Architecture, Buildings, Civil Engineering, Civil Infrastructure, Construction, Manufacturing, Media & Entertainment, MEP Engineering, Structural Engineering

Published on January 4, 2022 in IT, Subscription.

About the Author

John has been the Director of IT at Microsol since 2014. Prior to that, he worked with architecture firms. He is an expert in multi-site collaboration technologies, licensing, subscription software, CAD & BIM specific hardware & digital imaging.

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