Set up Permissions

Setting up permissions on your Fusion Manage site is a multistep process involving roles, groups, and users. You set up and manage permissions through the Users Groups Roles page.

Important: Before setting up permissions, see About Permissions to learn how Fusion Manage uses roles, groups, and users to implement permissions.

Set up Roles

Add a Role

On the Administration menu, mouse over Security and click Roles.
On the Users Groups Roles header, click the New Role icon.
Enter a Name for the role. For example, to create a role for viewing and editing items in a Customers workspace, enter Customers [R/W]. A Description is optional.
In the Workspace drop-down list, select the name of the workspace the role applies to (for example, Customers).
Click Create Role and Add Permissions.
Add permissions to the role as shown in the next section.

Add Permissions to the Role

The next step after creating a new role is adding permissions to it through the Managing Permissions for Role page. The list box on the left contains all permissions available in Fusion Manage, categorized by functional area. The list box on the left is blank and is where you add the permissions you want to include in the role.

Note: To add permissions to the role later, click the Roles tab and then click the role's Permissions link in the Manage column of the Roles table.

Managing Permissions for Role page

In the list box on the left, double-click the permission you want to add OR select the permission and click the right-arrow button.
Click Save and Manage Groups.
Add groups to the role as shown in the next section.

Add Groups to the Role

The final step in setting up a role is adding one or more groups to it through the Managing Groups for Role page. The list box on the left contains all groups set up on your Fusion Manage site. The list box on the left is blank and is where you add the groups you want to associate with the role. For help on creating groups, see Set up Permissions.

Note: To add groups to the role later, click the Roles tab and then click the role's Groups link in the Manage column of the Roles table.

Add groups to a role

In the list on the left, double-click the group you want to add OR select the group and click the right-arrow button.
Click Save.

Set up Groups

Add a Group

On the Users Groups Roles page header, click the New Group icon.
Enter a Name for the group (for example, Sales & Marketing). A Description is optional.
Click Create and Add Users.
Add users to the group as shown in the next section.

Note: For help on controlling the group's access by IP address, see Set up Permissions.

Add Users to the Group

The next step in setting up a group is adding users to it through the Managing Users for Groups page. The list box on the left contains all users set up on your Fusion Manage site. The list box on the left is blank and is where you add the users you want to add to the group. For help on creating users, see Set up Permissions.

Note: To add users to the group later, click the Groups tab and then click the group's Users link in the Manage column of the Groups table.

Add users to a group

In the list box on the left, double-click the user you want to add OR select the user and click the right-arrow button.
Click Save and Manage Roles.
Add roles to the group as shown in the next section.

Add Roles to the Group

The final step in setting up a group is adding roles to it through the Managing Roles for Groups page. The list box on the left contains all roles set up on your Fusion Manage site. The list box on the left is blank and is where you add the roles you want to associate with the group. For help on creating roles, see Set up Permissions.

Note: To add roles to the group later, click the Groups tab and then click the group's Roles link in the Manage column of the Groups table.

Add roles to a group

In the list box on the left, double-click the role you want to add OR select the role and click the right-arrow button.
Click Save.

Set up Users

Add a User

On the Users Groups Roles page header, click the New User icon.

Enter the new user's First Name and Last Name.
Enter the Email address associated with the user's Autodesk account.

Important: The email address must exactly match the address associated with the user's Autodesk account. When you save the new user on your Fusion Manage site, the user's account is linked automatically to their Autodesk account and the user can access the site right away using their Autodesk ID (or email address) and password. All new users receive a Welcome email with a link to the site and the email address that must be associated with both accounts. Users who do not have an Autodesk account must create one with this email address before they can access the site.
License types are assigned using Autodesk Account user management tools. For more information, see Assign users to products.
Leave Account Status as Active.
Optionally set up the user's preferences for Time Zone, Unit of Measure, and Show Thumbnails for Attachments. The user can change these preferences any time in their Fusion Manage Profile.
Click Create and Add to Groups.
Add the user to groups as shown in the next section.

Add the New User to Groups

The next and final step in setting up a user is adding the user to groups through the Managing Groups for User page. The list box on the left contains all groups set up on your Fusion Manage site. The list box on the right is blank and is where you add the groups to which you want to add the new user. For help on creating groups, see Set up Permissions.

Note: To add the new user to groups later, click the Users tab and then click the user's Groups link in the Modify User column of the Users table.

In the list box on the left, double-click the group OR select the group and click the right-arrow button.
Click Save.