Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
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.
Transcript
00:05
In this video, we will invite users to your tenant and resend invites if necessary, and describe the difference between user role and user license.
00:15
The role and license are two key components of any user account and this video will help to clarify the difference between the two.
00:23
We'll also discuss the considerations you'll need to take when setting each one.
00:28
So, let's take a look.
00:32
As a tenant administrator, it is your responsibility to manage the users in your tenant.
00:38
You are responsible for, among other things, inviting new users to your tenant,
00:44
managing their role and license that determines their access level to your tenant,
00:50
and offboard them when they no longer need access to Upchain,
00:54
such as if they leave the organization or change roles to one that no longer needs Upchain access.
01:01
The last point is important.
01:02
Because Upchain is cloud based, it can be accessed from any computer that has an Internet connection and a web browser.
01:10
So, users who leave your company can still access Upchain, unless you deactivate them in your tenant.
01:18
Therefore, if a user leaves your organization or no longer requires access to Upchain, it is critical that you set their account to inactive.
01:32
To invite new users into Upchain, they must first have an Autodesk account created and be assigned a license to use Upchain.
01:42
This is done using an Autodesk account.
01:45
This might be done by you, if you will be in charge of managing your users' Autodesk accounts,
01:51
or this may be done by someone else in your organization.
01:54
In any case, before you can invite users to your Upchain tenant, they must have an Autodesk account created and assigned a license first.
02:05
To invite a new user in Upchain, open the administration page.
02:15
In the user section, click on "Users".
02:20
Now, click the "Invite users" button.
02:27
Type in the user's email address.
02:32
Select a role for the user.
02:35
This can be edited later and we'll discuss the purpose of the role in more detail.
02:43
Select a division.
02:45
Unless you have more than one division, there will only be one choice here.
02:50
You would need to reach out to Upchain support if you needed multiple divisions defined.
02:56
Click "Add user" if you intend on inviting more than one person at the same time.
03:13
Once you've added everyone you intend on inviting, click the "Invite" button.
03:20
Confirm the list of users you intend on inviting, and click "Confirm".
03:27
Your users have now been invited.
03:31
They will receive an email with a link that allows them to log in using their Autodesk account.
03:37
Once they've done so, they can edit their profile and update their name or other contact details as they see fit.
03:46
Until they do so, their status shows as inactive, and their name appears as invited user.
03:57
Clicking on any user displays their details on the right-hand side where you can see when they were invited.
04:09
Whenever you add a new user to your tenant, you must define their role.
04:15
A user can hold more than one role.
04:18
The role determines whether and how the user can participate in workflows.
04:24
The role does not determine what permissions the user has within your tenant.
04:29
This is the function of the license.
04:32
When a user is added to a project team, they are added with a specific role.
04:39
If a workflow then assigns a task to a specific role, then any user with that role on the project can then complete that task.
04:51
The license determines the functional areas of Upchain the user has read, write or no access to, including the web and the various plugins.
05:02
Let's discuss each permission type.
05:04
This will not be a comprehensive description of each license type, but should give you enough of an idea to get you started.
05:15
The professional license is for project managers, engineers, and CAD power users.
05:21
This license allows the user to use the Upchain Mechanical CAD plugins to modify CAD data and manage bill of materials,
05:31
create and initiate business processes and manage engineering changes and processes.
05:38
And create and manage projects, project documentation and project activities.
05:43
In other words, this license type is the highest level that allows users access to all plugins and create all object types in Upchain.
05:54
The team license is for project managers, again, project contributors and feedback givers.
06:01
This license allows the user to access Microsoft Office and Outlook plugins to manage bill of materials and project documentation,
06:11
create and manage projects, project documentation and project activities,
06:17
and create and initiate business processes and manage engineering changes and processes.
06:23
In other words, this license type is one step down from the professional license,
06:28
the user cannot use the CAD plugins but has access to the other productivity plugin and can still create and manage projects among other objects.
06:40
So, when setting up accounts for users who will manage projects, for example,
06:44
consider what they need to be able to do in addition to create and managing those projects.
06:51
The participant license is for information seekers and project participants.
06:57
This license allows the user to view CAD data in the 3D viewer and drawing in the PDF web viewer, and create markups,
07:10
create business processes and project activities and participate in workflows, and manage project documentation in the web application.
07:20
In other words, this license type allows users to participate in business processes when needed and simply access the data they need.
07:29
This license type does not allow for any additional plugins and the user stays within the web application only.
07:38
The viewer license is for project followers and external participants.
07:43
This license allows the user to view released CAD files and drawings, and publish documents,
07:51
view business processes, dashboards, and team resources, and participate in some workflow types.
07:59
For instance, a viewer may be a reviewer or approver of a business process, such as an investigation request.
08:08
In other words, this license type allows users to view finalized information and occasionally participate in workflows.
08:15
But generally, users with this license are meant for those with limited access to Upchain.
08:22
Note that you cannot assign a license type in Upchain that is higher than the license type assigned to the user's Autodesk account.
08:31
For example, if they have been assigned the Upchain participant license in their Autodesk account,
08:37
they cannot be assigned a team or professional license in your tenant, but could be assigned a participant or viewer license.
08:48
Should a user lose or not receive their invitation email, you may need to send it again.
08:54
To do so, click the "Invite Users" button, re-enter their email address, re-select their role and division.
09:13
Then click the "Invite" button.
09:16
And click "Confirm" to send the email.
09:19
This sends the invite email again.
09:23
Ensure your user checks their spam or junk folders to ensure they receive their email.
09:31
You should now be able to invite users to your tenant, resend invitations if needs be, and define user role and user license.
09:41
Keep going to learn more.
Video transcript
00:05
In this video, we will invite users to your tenant and resend invites if necessary, and describe the difference between user role and user license.
00:15
The role and license are two key components of any user account and this video will help to clarify the difference between the two.
00:23
We'll also discuss the considerations you'll need to take when setting each one.
00:28
So, let's take a look.
00:32
As a tenant administrator, it is your responsibility to manage the users in your tenant.
00:38
You are responsible for, among other things, inviting new users to your tenant,
00:44
managing their role and license that determines their access level to your tenant,
00:50
and offboard them when they no longer need access to Upchain,
00:54
such as if they leave the organization or change roles to one that no longer needs Upchain access.
01:01
The last point is important.
01:02
Because Upchain is cloud based, it can be accessed from any computer that has an Internet connection and a web browser.
01:10
So, users who leave your company can still access Upchain, unless you deactivate them in your tenant.
01:18
Therefore, if a user leaves your organization or no longer requires access to Upchain, it is critical that you set their account to inactive.
01:32
To invite new users into Upchain, they must first have an Autodesk account created and be assigned a license to use Upchain.
01:42
This is done using an Autodesk account.
01:45
This might be done by you, if you will be in charge of managing your users' Autodesk accounts,
01:51
or this may be done by someone else in your organization.
01:54
In any case, before you can invite users to your Upchain tenant, they must have an Autodesk account created and assigned a license first.
02:05
To invite a new user in Upchain, open the administration page.
02:15
In the user section, click on "Users".
02:20
Now, click the "Invite users" button.
02:27
Type in the user's email address.
02:32
Select a role for the user.
02:35
This can be edited later and we'll discuss the purpose of the role in more detail.
02:43
Select a division.
02:45
Unless you have more than one division, there will only be one choice here.
02:50
You would need to reach out to Upchain support if you needed multiple divisions defined.
02:56
Click "Add user" if you intend on inviting more than one person at the same time.
03:13
Once you've added everyone you intend on inviting, click the "Invite" button.
03:20
Confirm the list of users you intend on inviting, and click "Confirm".
03:27
Your users have now been invited.
03:31
They will receive an email with a link that allows them to log in using their Autodesk account.
03:37
Once they've done so, they can edit their profile and update their name or other contact details as they see fit.
03:46
Until they do so, their status shows as inactive, and their name appears as invited user.
03:57
Clicking on any user displays their details on the right-hand side where you can see when they were invited.
04:09
Whenever you add a new user to your tenant, you must define their role.
04:15
A user can hold more than one role.
04:18
The role determines whether and how the user can participate in workflows.
04:24
The role does not determine what permissions the user has within your tenant.
04:29
This is the function of the license.
04:32
When a user is added to a project team, they are added with a specific role.
04:39
If a workflow then assigns a task to a specific role, then any user with that role on the project can then complete that task.
04:51
The license determines the functional areas of Upchain the user has read, write or no access to, including the web and the various plugins.
05:02
Let's discuss each permission type.
05:04
This will not be a comprehensive description of each license type, but should give you enough of an idea to get you started.
05:15
The professional license is for project managers, engineers, and CAD power users.
05:21
This license allows the user to use the Upchain Mechanical CAD plugins to modify CAD data and manage bill of materials,
05:31
create and initiate business processes and manage engineering changes and processes.
05:38
And create and manage projects, project documentation and project activities.
05:43
In other words, this license type is the highest level that allows users access to all plugins and create all object types in Upchain.
05:54
The team license is for project managers, again, project contributors and feedback givers.
06:01
This license allows the user to access Microsoft Office and Outlook plugins to manage bill of materials and project documentation,
06:11
create and manage projects, project documentation and project activities,
06:17
and create and initiate business processes and manage engineering changes and processes.
06:23
In other words, this license type is one step down from the professional license,
06:28
the user cannot use the CAD plugins but has access to the other productivity plugin and can still create and manage projects among other objects.
06:40
So, when setting up accounts for users who will manage projects, for example,
06:44
consider what they need to be able to do in addition to create and managing those projects.
06:51
The participant license is for information seekers and project participants.
06:57
This license allows the user to view CAD data in the 3D viewer and drawing in the PDF web viewer, and create markups,
07:10
create business processes and project activities and participate in workflows, and manage project documentation in the web application.
07:20
In other words, this license type allows users to participate in business processes when needed and simply access the data they need.
07:29
This license type does not allow for any additional plugins and the user stays within the web application only.
07:38
The viewer license is for project followers and external participants.
07:43
This license allows the user to view released CAD files and drawings, and publish documents,
07:51
view business processes, dashboards, and team resources, and participate in some workflow types.
07:59
For instance, a viewer may be a reviewer or approver of a business process, such as an investigation request.
08:08
In other words, this license type allows users to view finalized information and occasionally participate in workflows.
08:15
But generally, users with this license are meant for those with limited access to Upchain.
08:22
Note that you cannot assign a license type in Upchain that is higher than the license type assigned to the user's Autodesk account.
08:31
For example, if they have been assigned the Upchain participant license in their Autodesk account,
08:37
they cannot be assigned a team or professional license in your tenant, but could be assigned a participant or viewer license.
08:48
Should a user lose or not receive their invitation email, you may need to send it again.
08:54
To do so, click the "Invite Users" button, re-enter their email address, re-select their role and division.
09:13
Then click the "Invite" button.
09:16
And click "Confirm" to send the email.
09:19
This sends the invite email again.
09:23
Ensure your user checks their spam or junk folders to ensure they receive their email.
09:31
You should now be able to invite users to your tenant, resend invitations if needs be, and define user role and user license.
09:41
Keep going to learn more.
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.
Video 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.
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 explore the user table in more detail and export the user table to an Excel file.
00:13
This will help you better understand the information that is stored and readily available about your user base,
00:19
so that you can manage them accurately and efficiently.
00:22
So let's take a look.
00:25
When you load the user table, it shows you these six or seven columns, depending on your screen resolution and zoom setting in your browser.
00:36
However, if we scroll down,
00:40
you'll notice that we can also scroll to the side and there are many additional columns that are available for you to view.
00:53
You can sort the table by any of these columns by simply clicking on the column heading.
01:02
And additionally, you can view your user base based on their license type using the filters along here.
01:18
If you are looking for one particular user,
01:22
you can use this field here and begin typing in their name or email address to bring up their information.
01:37
However, if you're looking to gather information on many users, this table may not be that easy to read.
01:44
Furthermore, there may be other members of your organization that would be interested in the list of users that have been added to Upchain,
01:53
such as someone in accounting who wishes to review the list of licenses they are paying for.
01:58
They wouldn't necessarily have access to this table unless they were a tenant administrator.
02:05
In this case, you can export the full user table to an Excel spreadsheet.
02:10
To do this, ensure nothing is typed into this field here and you are viewing the full list of all your subscriptions.
02:20
Then click the "Export" button.
02:23
Wait for it to gather that information.
02:28
Now, choose a location on your computer to save this file.
02:33
You can rename it if you wish.
02:37
And click "Save".
02:40
The document is downloaded to your chosen location and you can now open that into Excel.
02:48
Now, we can use the capabilities of Excel to analyze and pull out the information we might need.
02:55
For example, you might be interested in the following columns.
03:05
Last login, to determine who is and who isn't using Upchaining regularly.
03:14
Creation date and created by to determine who has been inviting users and when, especially if you have more than one tenant administrator.
03:31
The user's status in addition to the deactivation date to confirm the list of users who were deactivated and when this was done.
03:43
If you need this report for only a subset of users, again, you can begin typing in a particular name or username to narrow down the list,
03:56
or you can use the license filters as well to also narrow down this list.
04:02
And then from here, when you click the "Export" button, it will simply export what is currently shown in this table.
04:13
You should now be able to explore the user list and identify some useful columns, and export a user list to an Excel spreadsheet.
04:22
Keep going to learn more.
Video transcript
00:05
In this video, we will explore the user table in more detail and export the user table to an Excel file.
00:13
This will help you better understand the information that is stored and readily available about your user base,
00:19
so that you can manage them accurately and efficiently.
00:22
So let's take a look.
00:25
When you load the user table, it shows you these six or seven columns, depending on your screen resolution and zoom setting in your browser.
00:36
However, if we scroll down,
00:40
you'll notice that we can also scroll to the side and there are many additional columns that are available for you to view.
00:53
You can sort the table by any of these columns by simply clicking on the column heading.
01:02
And additionally, you can view your user base based on their license type using the filters along here.
01:18
If you are looking for one particular user,
01:22
you can use this field here and begin typing in their name or email address to bring up their information.
01:37
However, if you're looking to gather information on many users, this table may not be that easy to read.
01:44
Furthermore, there may be other members of your organization that would be interested in the list of users that have been added to Upchain,
01:53
such as someone in accounting who wishes to review the list of licenses they are paying for.
01:58
They wouldn't necessarily have access to this table unless they were a tenant administrator.
02:05
In this case, you can export the full user table to an Excel spreadsheet.
02:10
To do this, ensure nothing is typed into this field here and you are viewing the full list of all your subscriptions.
02:20
Then click the "Export" button.
02:23
Wait for it to gather that information.
02:28
Now, choose a location on your computer to save this file.
02:33
You can rename it if you wish.
02:37
And click "Save".
02:40
The document is downloaded to your chosen location and you can now open that into Excel.
02:48
Now, we can use the capabilities of Excel to analyze and pull out the information we might need.
02:55
For example, you might be interested in the following columns.
03:05
Last login, to determine who is and who isn't using Upchaining regularly.
03:14
Creation date and created by to determine who has been inviting users and when, especially if you have more than one tenant administrator.
03:31
The user's status in addition to the deactivation date to confirm the list of users who were deactivated and when this was done.
03:43
If you need this report for only a subset of users, again, you can begin typing in a particular name or username to narrow down the list,
03:56
or you can use the license filters as well to also narrow down this list.
04:02
And then from here, when you click the "Export" button, it will simply export what is currently shown in this table.
04:13
You should now be able to explore the user list and identify some useful columns, and export a user list to an Excel spreadsheet.
04:22
Keep going to learn more.
How to buy
Privacy | Do not sell or share my personal information | Cookie preferences | Report noncompliance | Terms of use | Legal | © 2025 Autodesk Inc. All rights reserved
Sign in to start learning
Sign in for unlimited free access to all learning content.Save your progress
Take assessments
Receive personalized recommendations
May we collect and use your data?
Learn more about the Third Party Services we use and our Privacy Statement. May we collect and use your data to tailor your experience?
Explore the benefits of a customized experience by managing your privacy settings for this site or visit our Privacy Statement to learn more about your options.