About licenses and their assignment

The license type determines what areas of Upchain a user has access to (Web, plugins, etc) and what actions the user can take in each one.

A user must have a license assigned to their Autodesk account as well as a license assigned to their Upchain account.

The following lists the names of each license type that you may purchase from Autodesk and assign to a user's Autodesk account, and the corresponding license you would assign to a user's Upchain account. It also summarizes what each license type enables users to do in Upchain.

Note: The following does not describe what users can do in Fusion Manage.

Fusion Manage - Enterprise or Fusion Manage -> Upchain Professional
- For tenant administrators, project managers, engineers, and CAD power users
- Define and create business processes, templates, and business rules
- Define and manage engineering changes and processes
- Integrate into every major CAD system to create and manage BOMs
- Create and manage projects, project documentation, and project activities
- View the Project management dashboard.
Fusion Manage - Enterprise or Fusion Manage -> Upchain Team
- For project managers, contributors, and feedback-givers
- Access to Microsoft Office and Outlook plugins to manage BOMs and project documentation
- View 3D CAD and drawings, and create markups
- Create business processes and project activities
- Create and manage projects
Fusion Manage - Participant -> Upchain - Participant
- For information seekers and project participants
- View complete BOM data in the Web application
- View 3D CAD and drawings, and create markups
- Create business processes and project activities
- View project documentation in the Web application
Upchain Viewer
- For project followers and external participants (eg. Suppliers)
- View and download released CAD files and drawings
- View business processes, dashboards, and team resources
- Participate in Investigation requests (IRs), Change requests (CRs), and Change notices (CNs) workflows
- View and download published project documents

Note: There is no Viewer license type to assign to Autodesk accounts. However, users who need Viewer access to Upchain (including Suppliers to access the Supplier portal) still need to create a free Autodesk account.

Each license type can access the following areas of Upchain.

Upchain License Types	Web Application	Office Plugins	Outlook Plugin	CAD Plugins
Professional
Team
Participant
Viewer

Note: A user assigned a Professional license with the Viewer role set as their primary role cannot log into the CAD plugin. This is because the Viewer role should only be used for those with a Viewer or Participant license.

Assign or re-assign an Upchain license

Once you have invited a user to your tenant, you can select a license for them.

Note: When managing Upchain licenses using Autodesk Account, you must ensure that the license assigned in Upchain matches the license assigned in Autodesk. Refer to Inviting new users to Upchain overview for the full process of inviting new users and assigning licenses.

Open Administration > Users.
Click on the user for whom you want to assign or re-assign a license.

The user's details pane opens.
Click Edit.
Select a license type from the License drop-down list.
Click Save.