Getting Started with Forma Data Management Essentials
Add Admininistrators
To start, a Hub Admin invites one or more administrators to a project. From there, administrators are primarily responsible for getting a project set up and running with Forma Data Management Essentials. Existing administrators can also create projects.
Add Members and Assign Product Access
As an administrators, the essential steps to set up the project with Forma Data Management Essentials include:
| Step | Description | |
|---|---|---|
| 1 | Invite members to the project and define which products (in addition to Forma Data Management Essentials) members can use. | Members can be added from either the Members tool in Project Administration or from the Members tool in each product. |
| 2 | Set up a folder structure | - A folder structure may already be added if a project template was used to set up the project. - You can also manually create folders. |
| 2 | Add folder permissions | Control the access that project members have to files in specific folders. |
| 4 | Define other tool permissions and settings | - Issues: Issues permissions |
| 5 | Download Desktop Connector | - All project members need to download and install the latest version of Desktop Connector to work on and sync project files between desktop products and Forma Data Management Essentials. - After installation, add your Autodesk Forma projects to your Autodesk Forma connector so you can manage your cloud files locally. |
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