Manage Members

Project administrators can manage all project members and their respective properties from the Members tool in each product. Properties include the:

• Company
• Role
• Access level
• Product access

Project members can open the Members tool to view other members in the project, but they can't open the member profiles to view their product access and permissions.

Account administrators, adding members to the account in Account Admin is slightly different. Learn more

Member Statuses

There are three member statuses that can appear in the members tools:

• Active: Members that have been invited and have accessed a product.
• Invited: An invitation has been sent but they haven't accessed a product yet.
• Not invited: If a member appears as "Not invited", they have been added to the account but not invited to any projects. "Not invited" appears only in Account Admin.

Add Members

There are two ways to add members, the default and legacy methods. The default way is more flexible and the legacy method can be slightly faster. Once you have entered emails, the default way allows you to assign individuals different companies and roles.

Default Add Members

1. Click Members from the left navigation to open the Members tool. The Members tool exists in all products except Insight.

2. Click Add members.

3. Enter an email address for the members or paste in a list of email addresses separated by commas, tabs, spaces, or semicolons.

4. Click Enter to add the members to the member table.

5. Optionally, if name fields are empty, you can enter the member's first and last name. If the person doesn't have an Autodesk Account, entering a name gives a suggestion to them.

6. Select a Company and Role for each member. The company and role can be used to quickly apply permissions to members.

   Note: Roles update the access level selection. You can manually change the access level after selecting a role.

7. Choose the access level for the members.

   • Project member: Members are added as project members with View access unless otherwise defined based on the role.
   • Project administrator: Members are given administrative access to the project, enabling the creation and managing of projects.

8. Choose the Product access level for the members to control what products the members can use:

   • Build
   • Cost
   • Design Collaboration
   • Model Coordination
   • Takeoff
   • AutoSpecs
   Note: Access to Docs and Insight are provided by default.

9. Click Send invitations to send email invitations to the members.

Legacy Add Members

1. Click Members from the left navigation to open the Members tool. The Members tool exists in all products except Insight.

2. Click the Add members drop-down list .

3. Select Legacy add members.

4. Enter an email address for the members or paste in a list of email addresses separated by commas, tabs, spaces, or semicolons.

5. Select a Company and Role for the members. The company and role can be used to quickly apply the same permissions to multiple members.

6. Choose the access level for the members.

   • Project member: Members are added as project members with View access unless otherwise defined based on the role.
   • Project administrator: Members are given administrative access to the project, enabling the creation and managing of projects.

7. Choose the Product access level for the members to control what products the members can use:

   • Build
   • Cost
   • Design Collaboration
   • Model Coordination
   • Takeoff
   • AutoSpecs
   Important: The purchased products represent those products that your organization's account has purchased a subscription to. The products categorized as "not purchased yet" are those that your organization doesn't yet have a subscription to. By providing members access to these products, you are simply giving them access to use these products on your project. They still need to have access to a subscription to use these products. Members can bring their own subscription to use on your project, they can be provided a subscription by an account administrator, or they can start a trial.
   Note: Access to Docs and Insight are provided by default.

8. Click Invite to send an email invitation to the members.

After the members are added, you can edit their company, role, access level, and product access:

1. From the Members tool, click the member's name in the list of members.

2. In the member profile on the right, define the member's Company and Role.

3. Select the member's Access level:

   • Project member
   • Project administrator

4. Turn on or off access to individual products to use on this project:

   • Docs
   • Build
   • Cost
   • Insight
   • Design Collaboration
   • Model Coordination
   • Takeoff
   • AutoSpecs
   Important: If you turn off access to Docs, the member will lose access to all products and will be removed from the project.

5. Expand the menu on individual products to view the product specific permission levels. Click the links to the individual tool permissions to make adjustments.

See the View Member Profile on Mobile topic to learn more about viewing members in the Autodesk Construction Cloud mobile app.

Remove Members

To remove a member:

1. From the Members tool, click the member's name in the members list.

2. In the member profile on the right click the More menu and choose Remove member .

   Tip: You can also hover your cursor over the member's name in the list of members and click the More menu and choose Remove member.

Export Project Members

From the members tool in any of the products in a project (not Account Admin), you can export your members list. Exporting your project members can make it easier to add the same members to another project. All project members for all products will be exported.

1. Select the members tool in your product.
2. Click Export.
3. Click Run report.
4. Click Download report.