How to Manage Teams in Autodesk Account

When you keep subscriptions and users in separate lists, teams help you organize subscriptions and users according to company divisions, projects, work, or any other organizational need. You can delegate admins to manage specific teams of users, track renewals back to users, and analyze product usage by teams.

Organize team subscriptions and team users efficiently through Autodesk Account.

• Organize according to company divisions or regions.
• Delegate admins to manage specific teams of users.
• Track renewals back to users.
• Analyze subscription usage by team

For more information, see the Autodesk Account teams FAQ. If you’re using cloud products such as BIM 360, BIM 360 Docs, or Shotgrid, see Manage Autodesk Account teams with BIM 360 subscriptions for additional information.

Use teams to organize your subscription and usage data across larger organizations. If you are looking for ways to organize users and assignments, consider using groups instead.

Note: Teams are not supported in classic user management.

Overview

Create a team

When you get a contract or subscription for the first time, a new team is automatically created. But you can move the subscription to a different team or create a new team at any time.

To create a new team

1. Go to User Management > By User or By Product.
2. Click the gear icon to open Team settings.
3. From the Actions menu, select Create Team.
4. Enter a name for the team and click Create Team.

Note: If you’re using cloud products such as BIM 360, BIM 360 Docs, or Shotgrid, see Manage Autodesk Account teams with BIM 360 subscriptions for additional information.

Rename a team

By default, the team name includes the name of the initial primary admin assigned when the team was created. But you can give your team a more meaningful name.

1. Go to User Management > By User or By Product.
2. Select a team.
3. Click the gear icon to open Team settings.
4. Click Rename.
5. Enter a new name and click Save Changes.

Delete a team

Currently, it is not possible to delete a team from your account in Team Settings.

The primary admin should move all subscriptions to a different team and contact support.

Add a user to a team

The process for inviting users and granting access to products Is the same for team members as It Is for individual users. You can add as many team users as you need. Adding users to a new team doesn’t remove them from existing teams.

Note: The subscription owner is automatically assigned a seat. If the owner doesn’t use the product, reassign that seat to the team.

1. Go to User Management > By User or By Product.
2. Select a team.
3. Click Invite Users.
4. Add and assign users.

Assign an admin to a team

You can assign one primary admin and multiple secondary admins to a team, and they can be assigned to more than one team. Initially, the subscription owner (the purchaser) is the primary admin.

To change a team’s primary admin

Note: Only a secondary admin can become a primary admin.

1. Go to User Management > By User.
2. Select a team.
3. Select the user you want to designate as the primary admin.
4. Click Change Role.
5. Select Primary Admin and click Save.
6. Click Reassign Primary Admin to confirm the change.
   The existing primary admin becomes a secondary admin.

To assign a secondary admin to a team

1. Go to User Management > By User.
2. Select a team.
3. Select a user to designate as a secondary admin.
4. Click Change Role.
5. Select Secondary Admin and click Save.

Add products and subscriptions to a team

If you buy a subscription that’s added to an existing contract, it automatically goes to the team that manages that contract. If you add a subscription that creates a new contract, it’s added to a team as follows:

• If the purchaser is not a primary admin for any team, a new team is automatically created for the subscription.
• If the purchaser is the primary admin for a single team, the subscription goes to that team.
• If the purchaser is the primary admin for more than one team, the subscription goes to the newest team.

If needed, you can move the subscription to a different team. See how to move a subscription to a different team below.

If you add seats to an existing subscription or contract, those seats stay in the same team as the rest of your subscription or contract.

The subscription owner is automatically assigned a seat. If the owner doesn’t use the product, reassign that seat to the team.

BIM 360 users – See Manage Autodesk Account teams with BIM 360 subscriptions for additional information.

Move a subscription to a different team

Only the subscription owner can move a subscription to a different team. Moving a subscription doesn’t move the users or assignments. Users who were assigned to the product in the previous team aren’t moved automatically with the subscription.

Note: Only unassigned seats can be moved to a different team. See Unassign users by product to make seats available before moving.

To move a subscription

1. Go to User Management > By User or By Product.
2. Select a team.
3. Click the gear icon to open Team settings.
4. From the Actions menu, select Move Subscriptions To This Team.
5. Find the subscription you want to move and click Select.
   Note: If moving the subscription results in over-assigned seats, the Select button is dimmed. Hover over Select to see how many seats you need to unassign. See Unassign users by product for instructions.
6. Review the selection and click Submit.
7. Click Done to close the window.

When to contact support to move a subscription

If any of these cases, contact Autodesk support to move a subscription to a different team:

• You’re not the subscription owner.
• You have a Pay Per Use subscription.
• You have a Premium subscription and SSO is enabled.
• The subscription is associated with a BIM 360 site.

Determine which team a subscription belongs to

1. Go to Billing and Orders > Contracts.
2. Select a product. The team name appears in the Teams column at the bottom of the page.
   Note: Currently, only customers who subscribe through a reseller can see this information in their account. Support for online subscribers is coming soon.

Report on usage by team

1. Go to Reporting > Seat Usage.
2. Select a team.
3. Select a time range and the report appears. For more information about report settings, see Seat usage reporting.
4. Click Export As CSV to download the data to a spreadsheet.

Flex tokens and teams

Like any subscription, when you purchase Flex, a new subscription is added to the default team and tokens from the purchase are added to the team’s token balance. Flex tokens closest to expiration are consumed first.

If you manage multiple teams, check that the Flex subscription has been added to the correct team after each purchase. If it is not, move the Flex subscription to the desired team. When moving a Flex subscription, all remaining tokens with the same subscription ID are moved to the new team.

For more on Flex, see How to set up Flex.

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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