CONTACT US
STORE  
Menu
Contact Us
Get Social with Us

How to set up roles in Autodesk Account

By John Semel | IT, Subscription

If you have a mix of products with single- and multi-user access or purchased online and from Microsol Resources, you might manage your users in classic user management as well as new user management. When you manage users in both places, it’s important to understand the different admin roles and responsibilities.

  • How do I know if I have both user management views?
  • Different admin roles for each view
  • Each view is independent
  • Comparison of administrative roles and responsibilities

How do I know if I have both user management views?

If you see By User, By Product, and Classic User Management in the left navigation, your account has both views.

Autodesk Account user management menu

Different admin roles for each view

Each view has different administrative roles:

  • User Management (by User or by Product) – Primary, secondary, and SSO admins
  • Classic User Management – Contract managers and software coordinators

Each view is independent

The two user management views are independent of one another.

  • When you add users to classic user management, they are only added to classic user management.
  • When you add users by User or by Product, they are not added to classic user management.
  • When you change the contract manager, you don’t change the primary admin and vice versa.
    Note: If you change the contract manager online, the new contract manager is added as a secondary admin.
  • When you change the software coordinator, you don’t change any of the secondary admins and vice versa.

Comparison of administrative roles and responsibilities

The following table compares the different administrative roles and their responsibilities.

View Role Description
New Primary Admin By default, the contract manager (or owner), is also assigned as the primary admin.

Primary admin rights:

  • Manage users and their access to products.
  • Assign secondary and SSO admins and change the primary admin.
  • Can only manage billing and renewal if they are also the contract manager.
  • Manage single sign-on (SSO).

Additional information:

  • The primary admin role can be reassigned. For details, see Primary Admins.
    Note: Changing the primary admin does not change the contract manager (and vice versa).
  • There can only be one primary admin per team.
Secondary Admin Secondary admins assist with user management.

Secondary admin rights:

  • Manage users and their access to products.
  • Assign additional secondary admins and change the primary admin.
  • Can only manage billing and renewal if they are also the contract manager.

Additional information:

  • You can have more than one secondary admin. For details, see Secondary Admins.
  • Secondary admins are not assigned by contract and, therefore, have visibility into all users and products in the account.
  • The contract manager is initially assigned as a secondary admin.
  • There can only be multiple secondary admins per team.
SSO Admin SSO admins assist with managing and configuring SSO.

SSO admin rights:

  • SSO admins have the same rights as secondary admins, but can also manage and configure single sign-on.
  • SSO admins are not able to see contract details in Autodesk Account.

Additional information:

  • You can have more than one SSO admin.
  • You can change the SSO admin in Autodesk Account. For more information, see SSO Admins.
Classic Contract Manager The person who purchases the product is the contract manager (owner), however, you can reassign the role later.

Contract manager rights:

  • Receives confirmation email.
  • Manages users and their access to products.
  • Assigns a software coordinator.
  • Manages contract renewal and billing.

Additional information:

  • There can be only one contract manager.
  • Contract managers can be assigned to more than one contract.
  • You can change the contract manager online. When you change the contract manager, they are also assigned the role of secondary admin. To change the contract manager, go to Contract Managers.
    Note: Changing the contract manager does not change the primary admin (and vice versa). To make the new contract manager the primary admin as well, see Primary Admins.
Software Coordinator The contract manager assigns a software coordinator to assist with managing users and product updates.

Software coordinator rights:

  • Receives emails about downloading new releases and updates.
  • Manages users and their access to products.

Additional information:

  • There can be only one software coordinator.
  • Software coordinators are assigned by contract and, therefore, only have visibility into that contract’s users and products.
  • Software coordinators can be assigned to more than one contract.
  • To change the software coordinator, contact our support team.

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.

BACK TO TECH RESOURCES
COMPANY
SOFTWARE
SERVICES
RESOURCES