In this lesson, we’ll discuss the different roles and licenses a user can have.
We’ll demonstrate how to invite new team members to your tenant, manage their account details, deactivate user accounts, and where to run a user report.
You must be invited to Upchain and be assigned a Tenant Administrator role. The users you intend on inviting to your Upchain tenant must already have an Autodesk account and the correct Autodesk license to be able to use Upchain.
In this video, we will:
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
In this video, we will:
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
Transcript
00:05
In this video, we will add additional roles to a user's account.
00:09
This may be necessary if there are multiple ways in which the user needs to participate in workflows on different projects.
00:16
Change a user's license type.
00:18
You might need to do this should the user's function at the company change.
00:24
Convert an existing user to a tenant administrator.
00:27
This might be necessary if you wish to split the work of a tenant administrator between yourself and another person.
00:34
So, let's take a look.
00:40
Let's explore the user's detail panel more closely.
00:44
When you click on a user, it loads the details on the right-hand side.
00:50
The Job Details tab displays information about the user's roles, license type, recent activity, and whether they are active or not.
01:03
The Personal Information tab shows the user's name, email, location, and contact information.
01:10
You can edit this information on a user's behalf, or they can edit this information on their user profile page.
01:21
The user security tab displays all projects the user has been added to and with what role.
01:28
Nothing in this tab can be edited.
01:34
The out of office message tab is where you can view and set an out of office message on behalf of the user if they will be away for some time.
01:43
The user can also do this themselves on their profile page.
01:47
This allows other users to see that they should not assign tasks to this user,
01:52
and if they do so, their tasks are automatically delegated to someone else.
01:59
If you are looking for a specific user within this table, you can begin typing in a name or email into this field here,
02:10
and the table dynamically updates to show all users who match what you've typed.
02:23
You may need to edit many of these details, primarily within the job details tab, as this is where you manage the users' roles and license,
02:32
and where you set users to be inactive once they no longer need Upchain access.
02:37
In our example, we need to add additional roles to this user's profile and adjust their license type.
02:46
When a user is invited, you must select a role to get them started.
02:51
This is what gets assigned as their primary role.
02:55
However, you can also add additional secondary roles.
02:59
This just means that when the user is added to a project, they can be added with multiple roles,
03:05
and this may allow them to participate in different workflows.
03:10
To add a secondary role, click the user in the table to load its details, then click "Edit".
03:20
Click in the secondary role field.
03:25
Select an additional role from the list.
03:29
You can select more than one.
03:34
Then click away to close this drop-down menu.
03:38
Now click "Save".
03:43
And there are additional secondary roles have been added.
03:47
Note that there is no functional difference between primary and secondary roles.
03:52
You can add and remove roles as needed, even before the user has accepted their invitation to Upchain.
03:60
By default, all users are assigned the professional license type when they are first invited.
04:07
However, this may not be the correct license type for that user.
04:11
Perhaps our invited user only needs a team license so they can use the office plug ins, but they are not a CAD user.
04:22
To edit the license type, again load the user's details on the right-hand side, then click "Edit".
04:31
Click the license drop down menu.
04:36
Select the desired license type.
04:40
Now click "Save".
04:44
Note that while a user can hold many roles, they can only hold one license type.
04:51
And remember that you cannot assign a license type in Upchain that is higher than the license type assigned to their Autodesk account.
05:04
It might be the case that you need a second or third tenant administrator at your organization to help you manage your tenant.
05:13
This decision should not be taken lightly,
05:15
and the person you choose to make a tenant administrator should understand the scope of what they will be able to do within the tenant.
05:25
To create a new tenant administrator, this role must be assigned as its primary role.
05:31
They will not be able to access the administration page if it is simply added as their secondary role.
05:40
To make a user a tenant administrator, open their details on the right-hand side.
05:48
Click "Edit".
05:52
Add the tenant admin role as their secondary role first.
05:59
Then click "Save".
06:04
Now, click "Edit" again.
06:07
Click the drop-down menu beside the primary role.
06:11
You'll notice that now tenant admin is an additional option.
06:17
The role must be added as a secondary role before it can be moved into this primary role spot.
06:25
Select "Tenant Admin".
06:28
It swaps out the primary role for your newly selected primary role.
06:35
And moves the other role to the secondary role.
06:39
Click "Save".
06:43
The user is now a tenant administrator.
06:46
Note that the primary role must be a tenant administrator for the user to have access to this administration page.
06:54
It does not work if it is simply one of their secondary roles.
06:60
The user can also have any license type, depending on what else they might need to be able to do in Upchain.
07:07
Note that if you are simply adding the user for the first time to your tenant,
07:13
you can select tenant administrator as their primary role straight away.
07:19
But if the tenant administrator also needs to be able to perform other tasks and participate in workflows,
07:25
you may consider adding additional secondary roles later and assigning the appropriate license type.
07:34
You should now be able to add additional roles to a user's account, change a user's license type,
07:41
and convert an existing user to a tenant administrator.
07:45
Keep going to learn more.
00:05
In this video, we will add additional roles to a user's account.
00:09
This may be necessary if there are multiple ways in which the user needs to participate in workflows on different projects.
00:16
Change a user's license type.
00:18
You might need to do this should the user's function at the company change.
00:24
Convert an existing user to a tenant administrator.
00:27
This might be necessary if you wish to split the work of a tenant administrator between yourself and another person.
00:34
So, let's take a look.
00:40
Let's explore the user's detail panel more closely.
00:44
When you click on a user, it loads the details on the right-hand side.
00:50
The Job Details tab displays information about the user's roles, license type, recent activity, and whether they are active or not.
01:03
The Personal Information tab shows the user's name, email, location, and contact information.
01:10
You can edit this information on a user's behalf, or they can edit this information on their user profile page.
01:21
The user security tab displays all projects the user has been added to and with what role.
01:28
Nothing in this tab can be edited.
01:34
The out of office message tab is where you can view and set an out of office message on behalf of the user if they will be away for some time.
01:43
The user can also do this themselves on their profile page.
01:47
This allows other users to see that they should not assign tasks to this user,
01:52
and if they do so, their tasks are automatically delegated to someone else.
01:59
If you are looking for a specific user within this table, you can begin typing in a name or email into this field here,
02:10
and the table dynamically updates to show all users who match what you've typed.
02:23
You may need to edit many of these details, primarily within the job details tab, as this is where you manage the users' roles and license,
02:32
and where you set users to be inactive once they no longer need Upchain access.
02:37
In our example, we need to add additional roles to this user's profile and adjust their license type.
02:46
When a user is invited, you must select a role to get them started.
02:51
This is what gets assigned as their primary role.
02:55
However, you can also add additional secondary roles.
02:59
This just means that when the user is added to a project, they can be added with multiple roles,
03:05
and this may allow them to participate in different workflows.
03:10
To add a secondary role, click the user in the table to load its details, then click "Edit".
03:20
Click in the secondary role field.
03:25
Select an additional role from the list.
03:29
You can select more than one.
03:34
Then click away to close this drop-down menu.
03:38
Now click "Save".
03:43
And there are additional secondary roles have been added.
03:47
Note that there is no functional difference between primary and secondary roles.
03:52
You can add and remove roles as needed, even before the user has accepted their invitation to Upchain.
03:60
By default, all users are assigned the professional license type when they are first invited.
04:07
However, this may not be the correct license type for that user.
04:11
Perhaps our invited user only needs a team license so they can use the office plug ins, but they are not a CAD user.
04:22
To edit the license type, again load the user's details on the right-hand side, then click "Edit".
04:31
Click the license drop down menu.
04:36
Select the desired license type.
04:40
Now click "Save".
04:44
Note that while a user can hold many roles, they can only hold one license type.
04:51
And remember that you cannot assign a license type in Upchain that is higher than the license type assigned to their Autodesk account.
05:04
It might be the case that you need a second or third tenant administrator at your organization to help you manage your tenant.
05:13
This decision should not be taken lightly,
05:15
and the person you choose to make a tenant administrator should understand the scope of what they will be able to do within the tenant.
05:25
To create a new tenant administrator, this role must be assigned as its primary role.
05:31
They will not be able to access the administration page if it is simply added as their secondary role.
05:40
To make a user a tenant administrator, open their details on the right-hand side.
05:48
Click "Edit".
05:52
Add the tenant admin role as their secondary role first.
05:59
Then click "Save".
06:04
Now, click "Edit" again.
06:07
Click the drop-down menu beside the primary role.
06:11
You'll notice that now tenant admin is an additional option.
06:17
The role must be added as a secondary role before it can be moved into this primary role spot.
06:25
Select "Tenant Admin".
06:28
It swaps out the primary role for your newly selected primary role.
06:35
And moves the other role to the secondary role.
06:39
Click "Save".
06:43
The user is now a tenant administrator.
06:46
Note that the primary role must be a tenant administrator for the user to have access to this administration page.
06:54
It does not work if it is simply one of their secondary roles.
06:60
The user can also have any license type, depending on what else they might need to be able to do in Upchain.
07:07
Note that if you are simply adding the user for the first time to your tenant,
07:13
you can select tenant administrator as their primary role straight away.
07:19
But if the tenant administrator also needs to be able to perform other tasks and participate in workflows,
07:25
you may consider adding additional secondary roles later and assigning the appropriate license type.
07:34
You should now be able to add additional roles to a user's account, change a user's license type,
07:41
and convert an existing user to a tenant administrator.
07:45
Keep going to learn more.
In this video, we will:
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
In this video, we will:
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
