Manage Users

View Users

To open the Users tab:

• On the Administration menu, mouse over Security and click Users.

  

To view a user's details, groups, and permissions:

• In the Users table, click the User Name.

  

Add a User

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

   

2. Enter the new user's First Name and Last Name.
3. Enter the Email address associated with the user's Autodesk account.
   ImportantThe email address must exactly match the address associated with the user's Autodesk account.
4. In the License Type drop-down list, click the license type you want to assign to the user. Users assigned a Participant (P) license can access workspaces according to their permissions setup, but that access is automatically restricted to view-only functionality. Users assigned an Enterprise license have no additional restrictions placed on their permissions.
   ImportantYour PLM 360 site has a limited number of licenses to allocate to users. The number of licenses available for each type appear on the Users Groups Roles page header. Once all your licenses have been allocated, you cannot create any more users.
5. Leave Account Status as Active.
6. 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 PLM 360 Profile.
7. To save the user, click Create User. To save and add the new user to groups, click Create and Add To Groups and go to step 2 in the next section.

Add a User to Groups

1. In the Users table, click the user's Groups link.
2. On the Managing Groups for User page, select groups in the list box on the left and add them to the list box on the right.

   

3. Click Save.

To add the user to more than one group at a time:

• CTRL+Click the groups you want to add and then click the right-arrow button.

To remove a user from a group:

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

To view a description of a group:

• Mouse over the group in either list box.

To filter the group lists:

• In the Search box above the list, start entering the first few characters of the group until matches appear in the list.
• To clear the filter, click the button.

Edit Users

User Profiles are linked to the corresponding Autodesk accounts and Autodesk account information is dynamically brought into PLM 360 Profiles in read-only mode. Users can edit their information directly in their Autodesk Account or through their PLM 360 Profile. Once a Profile has an Auth Status of Mapped, the only information an Administrator can edit in a user's Profile is PLM 360 properties such as License Type, Account Status, and preferences.

Deactivate or Delete Users

1. In the Modify User column of the Users table, click the user's Edit link.
2. On the Managing Groups for User page, change the user's Account Status to Inactive or Deleted and click Save.