Lock-down with Autodesk BIM 360 Design – Account Administration

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This blog follows on from the earlier one on how to sign up for the BIM 360 Design Trial.

If you just started your trial of BIM 360, then you are afforded the role of Account Administrator. This means you can set up Companies, Roles, Membership and so on. You may even invite another person running the BIM 360 Design trial to join as an Account Administrator.

To start, log into BIM 360 (click on the picture to follow the link)

Autodesk, Micrographics, BIM 360 Design, BIM 360 Account Administration

Go to “BIM 360 Account Admin

Autodesk, Micrographics, BIM 360 Design, BIM 360 Account Administration

Start by creating companies (when you add members, they need to be assigned a company).

Autodesk, Micrographics, BIM 360 Design, BIM 360 Account Administration

Also look at the existing roles and permissions and define some new roles if you need something different.

Autodesk, Micrographics, BIM 360 Design, BIM 360 Account Administration

Go to the “Settings” tab to add Account Administrators. Add the email of the person then “Save”.

Autodesk, Micrographics, BIM 360 Design, BIM 360 Account Administration

An email is sent to the email address.

Autodesk, Micrographics, BIM 360 Design, BIM 360 Account Administration

In the “Members” tab, click on the new Account Administrator to edit their details.

Autodesk, Micrographics, BIM 360 Design, BIM 360 Account Administration

Click on “Edit”

Autodesk, Micrographics, BIM 360 Design, BIM 360 Account Administration

When done, “Save”

Autodesk, Micrographics, BIM 360 Design, BIM 360 Account Administration

Next, create some users. Note, it is possible to add new members to the account from within a project, but then the default Company and Role is not assigned as if one were to create the user in Account Admin and one would have to edit the user definitions in account admin later to redefine them.

Go to the Members tab and click on “Add” and then “Add people to the member directory”.

Autodesk, Micrographics, BIM 360 Design, BIM 360 Account Administration

Note, if there are many users that need to be imported into the account, then rather import by spreadsheet.

Autodesk, Micrographics, BIM 360 Design, BIM 360 Account Administration

Download the template and add the members.

Autodesk, Micrographics, BIM 360 Design, BIM 360 Account Administration

In the blog following this one, we will look at how to create and administer a project.

I you need help adopting BIM 360 Design, please contact Micrographics so we may be of assistance to you.

 

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