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Assigning permissions in a common data environment (CDE) is a critical process that ensures team members access only the information relevant to their roles. This lesson explores how to manage folder permissions in Autodesk Construction Cloud (ACC) to enhance collaboration, maintain data security, and streamline project workflows. Learn how to assign tailored permissions to individuals, roles, or entire companies, and understand how these permissions protect project integrity while enabling efficient teamwork.
Video demonstration of Autodesk Docs: Project administrator level access; with default permissions.
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
Transcript
00:04
After completion of this video,
00:06
you'll be able to
00:07
explain permission levels in a common data environment.
00:11
Demonstrate role-based access management,
00:15
apply access controls for specific stakeholders,
00:19
and implement permission settings in Autodesk Construction Cloud.
00:23
When it comes to assigning permissions in a common data environment,
00:26
it's not just about giving people the right access
00:29
to the right information at the right time.
00:32
It may actually be a.
00:33
Actual or even a legal requirement.
00:36
By making sure team members only access the information they need for their roles,
00:40
you're not only keeping data secure but
00:42
also avoiding accidental changes to critical files.
00:46
This kind of regulated access keeps everything organized,
00:50
ensures accountability,
00:51
and helps ensure that the project runs smoothly without.
00:55
Promising the integrity of the information.
00:57
For instance,
00:58
read-only access may be granted to external stakeholders or the client,
01:03
as you may want them to be able to read
01:05
documents or view models but not make any changes,
01:08
while full editing rights can be given to the project design teams such as
01:13
the architectural team so that they can make changes to the model design.
01:17
As a common data environment,
01:19
Autodesk Construction Cloud provides the following
01:22
permission options to control access.
01:26
With view-only access,
01:27
users can only view the file in the browser,
01:30
ensuring they have the latest and up to-date information.
01:34
With view and download access,
01:36
you can restrict who can download files
01:39
as a downloaded file may be out of date and the user wouldn't know.
01:44
While edit permissions also allow users to create
01:47
and delete folders.
01:49
While users with manage level access can grant other users permission,
01:54
and this would be beneficial if a BIM manager from each company had this.
01:58
And they could assign their own teams any level of access
02:01
so that they can add attributes and set folder naming conventions.
02:05
Autodesk Construction Cloud,
02:07
or ACC makes this process even more efficient by allowing you
02:11
to assign permissions to individual people by typing their name,
02:15
their email address,
02:16
or even their role,
02:17
such as BIM Manager,
02:19
meaning everyone in that role or Assigned to
02:21
a company could be given access really quickly.
02:24
To enable this by company project administrators,
02:27
firstly,
02:28
create a list of companies involved in the project.
02:30
To begin,
02:31
and with Project administrator access level,
02:34
click Product Selector.
02:36
This displays the products that you have
02:38
access to in the Autodesk construction cloud.
02:41
Click Project Admin.
02:43
And note this is reserved for project administrators.
02:47
In project admin,
02:48
click Companies to open the project company's admin area.
02:53
Click Add Company
02:55
and enter the contractor as a company name.
03:02
And if you wish to enter the remaining sections,
03:05
you can,
03:05
however,
03:06
only the name is mandatory.
03:08
Click Add Company to complete the step.
03:12
You can repeat this process for the architecture company,
03:15
structure company,
03:17
and any others who work in the project.
03:20
Using the product picker in the top left of the interface,
03:23
click Docs,
03:24
which brings you to the files tool.
03:26
Here you can access other tools within docs using the navigator bar on the left.
03:31
Click the 3 dots after the contractor folder to open the Shortcut menu.
03:37
And click permission settings to open the permissions dialogue box.
03:42
You'll see your permissions here along with anyone
03:44
else who has permission to view the folder,
03:46
and with any project administrators in this project,
03:49
default access is set to full manage permissions.
03:53
Click Add to add a user
03:56
and define the permissions or level of access to this folder.
03:60
In the add field you can enter the email
04:03
name,
04:04
role,
04:05
or company name.
04:07
Begin typing contractor
04:09
and the company name appears.
04:13
Click to select this company,
04:15
then click on the white space on the screen to accept this.
04:20
In permissions,
04:21
click manage to provide full manage access and permissions to this folder,
04:27
meaning anyone from this company
04:29
can upload,
04:30
download,
04:31
and make changes to all of the folders as well
04:34
as files and grant access to others to the contractor folder
04:38
and click Add to finish the process.
04:43
Think how you could repeat this process
04:45
to give the client download or view only access to specific folders.
04:50
By repeating these steps,
04:52
you can successfully assign permissions,
04:55
ensuring that every team member has the appropriate access
04:58
to the right information at the right time,
05:01
and this process enhances collaboration,
05:04
maintains data security,
05:05
and keeps the common data environment organized and efficient.
05:09
By setting these permissions correctly,
05:12
you've laid the foundation for a collaborative teamwork
05:15
and a well coordinated project workflow.
Video transcript
00:04
After completion of this video,
00:06
you'll be able to
00:07
explain permission levels in a common data environment.
00:11
Demonstrate role-based access management,
00:15
apply access controls for specific stakeholders,
00:19
and implement permission settings in Autodesk Construction Cloud.
00:23
When it comes to assigning permissions in a common data environment,
00:26
it's not just about giving people the right access
00:29
to the right information at the right time.
00:32
It may actually be a.
00:33
Actual or even a legal requirement.
00:36
By making sure team members only access the information they need for their roles,
00:40
you're not only keeping data secure but
00:42
also avoiding accidental changes to critical files.
00:46
This kind of regulated access keeps everything organized,
00:50
ensures accountability,
00:51
and helps ensure that the project runs smoothly without.
00:55
Promising the integrity of the information.
00:57
For instance,
00:58
read-only access may be granted to external stakeholders or the client,
01:03
as you may want them to be able to read
01:05
documents or view models but not make any changes,
01:08
while full editing rights can be given to the project design teams such as
01:13
the architectural team so that they can make changes to the model design.
01:17
As a common data environment,
01:19
Autodesk Construction Cloud provides the following
01:22
permission options to control access.
01:26
With view-only access,
01:27
users can only view the file in the browser,
01:30
ensuring they have the latest and up to-date information.
01:34
With view and download access,
01:36
you can restrict who can download files
01:39
as a downloaded file may be out of date and the user wouldn't know.
01:44
While edit permissions also allow users to create
01:47
and delete folders.
01:49
While users with manage level access can grant other users permission,
01:54
and this would be beneficial if a BIM manager from each company had this.
01:58
And they could assign their own teams any level of access
02:01
so that they can add attributes and set folder naming conventions.
02:05
Autodesk Construction Cloud,
02:07
or ACC makes this process even more efficient by allowing you
02:11
to assign permissions to individual people by typing their name,
02:15
their email address,
02:16
or even their role,
02:17
such as BIM Manager,
02:19
meaning everyone in that role or Assigned to
02:21
a company could be given access really quickly.
02:24
To enable this by company project administrators,
02:27
firstly,
02:28
create a list of companies involved in the project.
02:30
To begin,
02:31
and with Project administrator access level,
02:34
click Product Selector.
02:36
This displays the products that you have
02:38
access to in the Autodesk construction cloud.
02:41
Click Project Admin.
02:43
And note this is reserved for project administrators.
02:47
In project admin,
02:48
click Companies to open the project company's admin area.
02:53
Click Add Company
02:55
and enter the contractor as a company name.
03:02
And if you wish to enter the remaining sections,
03:05
you can,
03:05
however,
03:06
only the name is mandatory.
03:08
Click Add Company to complete the step.
03:12
You can repeat this process for the architecture company,
03:15
structure company,
03:17
and any others who work in the project.
03:20
Using the product picker in the top left of the interface,
03:23
click Docs,
03:24
which brings you to the files tool.
03:26
Here you can access other tools within docs using the navigator bar on the left.
03:31
Click the 3 dots after the contractor folder to open the Shortcut menu.
03:37
And click permission settings to open the permissions dialogue box.
03:42
You'll see your permissions here along with anyone
03:44
else who has permission to view the folder,
03:46
and with any project administrators in this project,
03:49
default access is set to full manage permissions.
03:53
Click Add to add a user
03:56
and define the permissions or level of access to this folder.
03:60
In the add field you can enter the email
04:03
name,
04:04
role,
04:05
or company name.
04:07
Begin typing contractor
04:09
and the company name appears.
04:13
Click to select this company,
04:15
then click on the white space on the screen to accept this.
04:20
In permissions,
04:21
click manage to provide full manage access and permissions to this folder,
04:27
meaning anyone from this company
04:29
can upload,
04:30
download,
04:31
and make changes to all of the folders as well
04:34
as files and grant access to others to the contractor folder
04:38
and click Add to finish the process.
04:43
Think how you could repeat this process
04:45
to give the client download or view only access to specific folders.
04:50
By repeating these steps,
04:52
you can successfully assign permissions,
04:55
ensuring that every team member has the appropriate access
04:58
to the right information at the right time,
05:01
and this process enhances collaboration,
05:04
maintains data security,
05:05
and keeps the common data environment organized and efficient.
05:09
By setting these permissions correctly,
05:12
you've laid the foundation for a collaborative teamwork
05:15
and a well coordinated project workflow.
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