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KNOWLEDGE BASE

A primer on how to get users set up with Autodesk Desktop Rental software

Setting up your desktop rental software is a relatively simple exercise although it can seem daunting at first.

To guide you through the process, we’ve assembled below a primer below to guide you through step by step. So first things first: Subscription administrators such as Contract Managers and Software Coordinators need to add or remove users for software and services on a subscription in Autodesk Account.

Adding or Removing Users in User Management
This is done by accessing User Management in Autodesk Account where you can manage users for a maintenance plans or subscription accounts.

To access User Management in Autodesk Account:

  1. Sign in to your Autodesk Account at autodesk.com.
  2. Select Management to view your Products & Services.
  3. Click on the Users icon in the left-hand navigation menu.
    Note: You will only see this option if you are an account administrator such as a Contract Manager or Software Coordinator.

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The User List is the primary interface for managing users in your Autodesk Account. Click the arrow next to a user name to display the following information:

  • Name & Email Address: Used to sort users and grant access to Account benefits.
  • Product & Services: Number of software assets or cloud services assigned to a user.
  • Benefits: Items such as access to software downloads and customer support.
  • Status: A check indicates the user has accessed assigned benefits.

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B. Adding Users

The Autodesk Account Center allows you to add single users and assign benefits or enter a list of multiple users and assign the same benefits to all users at one time. When you add a user, they will receive a confirmation email that tells them how to create an Autodesk account and create their own password.

Users can then use the account portal to access support and product downloads, and track their cloud service usage and cloud credit consumption.

To add a single user:

  1. Click the + Add button to activate the Add Users window.
  2. Enter the email address, first name and last name (all are required). The email address is the user’s Autodesk ID used to access his/her Autodesk Account.
  3. Check “I’d like to add access to the user(s) now” if you wish to manage access to products and benefits.
    Note: Added users will have access to an Autodesk Account, but will not have access to products and benefits until they are assigned.
  4. Click the Save & Continue button or Add Another User if adding more than one user individually.

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To add multiple users:

  1. Click the + Add button to activate the Add Users window.
  2. Click Bulk Add.
  3. Type or paste a list of users into the entry field following the example provided. (As many as 50 users can be entered at one time).
  4. Check “I’d like to add access to the user(s) now” if you wish to manage access to products and benefits.
    Note: Added users will have access to an Autodesk Account, but will not have access to products and benefits until they are assigned.
  5. Click the Save & Continue

 

 image-4-adding-one-or-more-users

Assigning users

  1. Click on the Users icon in the left-hand navigation menu.
    Note: The User Management icon is only visible to account administrators such as a Contract Managers and Software Coordinators.

 

image-5-assigning-users

The User List is the primary interface for managing users in your Autodesk Account. Click the arrow next to a user name to display the following information:

  • Name & Email Address: Used to sort users and grant access to Account benefits.
  • Product & Services: Number of software assets or cloud services assigned to a user.
  • Benefits: Items such as access to software downloads and customer support.
  • Status: A check indicates the user has accessed assigned benefits.

image-6-assigning-users-part2

  1. Click the Edit Access link to the right of the user’s name or select multiple users and select Edit Access from the Actions pull-down menu.

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3. Select Benefits from the Edit Access screen to display the available contracts and options. Click the arrow next to the contract number to expand the contract information display. Change                 the options in the Show menu at the top to limit the number of contracts shown.

4. Click to the check the box next to each of the Benefits listed that you wish to assign to the user(s). Click the Save button when finished.

  • Product Downloads: Allows the download of full installer files for Autodesk Software from Autodesk Account. If you do not want to allow users to download and install their own software, do not assign this benefit. Note: This assignment applies to all contracts.
  • Web Support: Allows the user to see the “View my support cases” option in the support menu and submit support requests as a benefit of a paid subscription contract. Note: To learn how to assign access to phone support, see Managing your Phone Support Users.
  • Product Extensions: Allows the download and installation of software through Autodesk Account that adds functionality to or enhances features of software products on the contract. If you wish to control access to additional software downloads, do not assign this benefit.

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Note: In this example, all benefits (2/2) have been assigned for a single contract, but the same benefits have not been granted (0/2) for the second contract on the account.

  1. Select Products & Services to display the available contracts and options. Click the arrow next to the contract number to expand the information display. Change the options in the Show menu at the top to limit the number of contracts shown.
  2. Click to check the box next to each of the products and services that you wish to assign to the user(s). Click the Save button when finished.
    • Products: Listed by software title. Assigning an available seat allows that user to activate and use the software listed.
    • Services: Controls access to online storage and other cloud services associated with a software title. Options vary depending on the software. Please refer to your software documentation for descriptions of available services.

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Note: In this example, a single available seat for AutoCAD LT has been assigned to the user along with 4/4 available cloud services.

 

Removing Users

Remove a user’s permissions for software and services on a subscription contract in Autodesk Account before deleting users to make sure these services are available to other users. After removing permissions, you can delete the user if he/she should no longer be a Named User on the subscription. Removing a user from a subscription contract does not delete a user’s personal Autodesk Account.

Users You Cannot Delete
Administrative users such as Contract Managers and Software Coordinators cannot be removed until those roles are assigned to a new user. You will not see an “X” or the option to remove these users in User Management. Please see Contract Managers & Software Coordinators for more information about removing or changing these administrative users.

To remove or delete a user:

  1. Follow the instructions in Setting User Permissions for Products, Services & Support to unassign all software and services before removing a user from an account. Deleting a user from an account does not remove software and service permissions or delete that user’s Autodesk Account.
  2. Locate the name of the user you wish to remove and click the “X”on the user record.
  3. Click the Remove button to confirm that you wish to remove the user from all contracts or click Cancel.

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