Autodesk Account: managing teams

Create a New Team:

Teams are automatically created with new contracts or subscriptions. Easily move subscriptions to different teams or create new teams at any time.

1. Sign into your Autodesk Account at manage.autodesk.com. In the left navigation menu click User Management > By User or By Product
2. Select the gear icon in the top right to open Team Settings.
3. Select Create Team from the Actions.
4. Enter a name for your new team and select Create team.

Rename a Team:

1. Sign into your Autodesk Account at manage.autodesk.com. Select User Management > By User or By Product.
2. Select a team.
3. Select the gear icon in the top right to open Team settings.
4. Enter the name and select Save changes.

Delete a Team:

Currently, users are unable to delete teams from their accounts in Team Settings. If you need to remove a team, the primary admin should move all subscriptions to another team and contact Cadpro.

Add a User to a Team:

For inviting users and giving access to products, it is the same process for team members as it is for individual users. Adding users to new teams does not remove them from other teams they belong to.

Note: Subscription owners are automatically assigned a seat. Reassign that seat to a team if the subscription owner does not use the product.

1. Sign into your Autodesk Account at manage.autodesk.com. Select User Management > By User or By Product.
2. Select a team.
3. Select Invite Users.
4. Add and assign users to the team. More information on adding users here.

Assign an Admin to a Team:

Primary and multiple secondary admins can be assigned to a team, or more than one team. The subscription owner or purchaser will initially be automatically assigned primary admin.

To change a team’s primary admin:

Note: Only secondary admins can become primary admins.

1. Sign into your Autodesk Account at manage.autodesk.com. Select User Management > By User.
2. Select a team.
3. Select the user you want to assign as primary admin.
4. Select Change role.
5. Select Primary admin and select Save.
6. Select Reassign primary admin to confirm. Existing primary admins become secondary admins, for more info on primary admins, click here.

To assign a Secondary Admin to a Team:

1. Sign into your Autodesk Account at manage.autodesk.com. Select User Management > By User.
2. Select a team.
3. Select the user you want to assign as secondary admin.
4. Select Change role.
5. Select Secondary admin and select Save.

Add Products and Subscriptions to a Team:

• When the purchaser is not designated as an admin for any team, a new team will be generated automatically for the subscription.
• In the event that the purchaser is an admin for a single team, the subscription will be directed to that specific team.
• If the purchaser holds admin status for multiple teams, they must allocate the subscription to a team via an Autodesk Account, following these steps:
  1. Log in to manage.autodesk.com
  2. Visit any of the following pages:
     • Home
     • User Management > By User
     • User Management > By Product
     • User Management > By Group
     • Billing and Orders > Subscriptions and Contracts
  3. Select the option to Assign the subscription to an existing team or create a new one.
  4. Click Assign to confirm the action.

Should the need arise, you have the flexibility to transfer the subscription to a different team. When additional seats are added to an existing subscription, they will remain within the same team as the rest of the subscription. The seat assigned to the subscription owner is done automatically. In the event that the owner does not utilise the product, you have the option to reassign that seat to the team.

Move a Subscription to a Different Team:

Only subscription owners can move subscriptions to different teams. Moving a subscription does not move users or product assignments. If there are users in the previous team that are assigned to products, they will not be automatically moved with the subscription. Find out more about assigning and unassigning users here.

Note: You can only move unassigned seats to different teams. Find more info on assigning and unassigning seats by product here.

To Move a Subscription:

1. Sign into your Autodesk Account at manage.autodesk.com. Select User Management > By User or By Product.
2. Select a team.
3. Select the gear icon to open Team settings.
4. Navigate to the Actions menu and select Move subscriptions to this team.

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.

1. Identify the subscription you want to move and click Select.
2. Review your selection and click Submit.
3. Select Done and close the window.

Identify Which Team a Subscription Belongs to :

1. Sign into your Autodesk Account at manage.autodesk.com. Go to Billing > Orders.
2. The team name will appear in the Teams column. 

Report on Seat Usage:

1. Sign into your Autodesk Account at manage.autodesk.com.Go to Reporting > Seat Usage.
2. Select the team you would like to report on.
3. Select a time range and the report will appear.
4. If you would like to download a spreadsheet select Export as CSV.