Key Differences: Managing Users in Classic and New View and
What’s Coming Soon
Emily Svensson, Product Manager Noelle Ruiz, Business Models
I am the Product Manager for Autodesk User Management
Noelle Ruiz
Business Models Communications
I help communicate changes to subscription and new offerings to admins of Autodesk customers.
About The Speakers
Emily Svensson
Product Manager – Autodesk Account
AU 2019 Admin Track
Interested in learning more about how you can save time doing day-to-day admin tasks and better predict your company’s investment in Autodesk software?
Autodesk Account 101: Be
Efficient in Managing Products, People, and Payments
(8:30-10:00 am)
Key Differences Managing
Users in Classic and New View and What’s Coming Soon
(1:30-2:30 pm)
New, Faster Install Experience to Speed up Workflows
(4:30-5:30 pm)
Tuesday, November 19th
Admins Ask Us Anything:
Lunch & Learn
(11/20 11:30 am – 12:30 pm)
Make Better Decisions with Product Usage Reporting (11/20 1:30-2:30 pm)
Wednesday, November 20th
Community Hub
(all week 10:00 am -3:00 pm)
Research opportunities (all week)
All week
Classic View New View
Agenda
▪ About the transition from Classic to New
▪ Differences between classic and new user management
▪ How to use the new user management
▪ Get better insights with usage reporting
▪ A sneak peak into new features coming soon
▪ Q&A
Transitioning from Classic to New
Challenges you’ve told us about
SLOW PROCESSES UNCERTAIN INFORMATION ADMIN INEFFICIENCIES
Getting a user up and running is slow and complicated
Do I have enough seats for my new hires?
Admins are limited and cannot be added with self-service
Improvements we’re delivering
FASTER USER ACCESS QUICK ACCESS TO INFORMATION FLEXIBLE ADMINS
Get a user up and running instantly
At-a-glance information available to help you make decisions
Unlimited admins can be self- service added
Assign by contract
• Users are assigned to a product on a contract and will disappear when that contract expires.
• They must be transitioned to a different contract if it expires.
• Users are assigned to a product and are not tied to a contract.
• If you have seats available, they’ll keep access.
• If your contracts expire you won’t have to re-add the users.
Assign by product
CLASSIC NEW
Serial number based admins
• Admins are called software coordinators.
• You can only have one software coordinator per serial number, and they can manage all the users on that
contract.
• You can self-service add as many admins as you need to help manage users, download products, and create support cases.
Team based admins
CLASSIC NEW
Contract-based scaling
• If you have multiple contracts and want to expire one, make sure to move any users over to a different
contract first so they don’t lose access.
• When you need fewer seats or fewer contracts, just un- assign anyone who doesn’t need the product anymore.
• You won’t have to worry about Autodesk removing the wrong person – you know better than we do who should lose
access!
User-based scaling
CLASSIC NEW
Let’s jump into New User Management…
User Management by User
The user view allows you to search for specific users, quickly see what products they are assigned to, and efficiently make user-specific adjustments
The product view allows you to view users assigned to a product and quickly assign product access to many users at once
User Management by Product
User Details
In the user detail you can make adjustments to a specific user, view their information, and view everything the user can access
In the product detail you can see which users are assigned to the product and make adjustments, and invite and assign users in one step
Product Details
Secondary Admins
Unlimited admins to help you manage your users
• Admins can manage your whole user list, instead of just a single contract
• You can have unlimited admins
• To promote someone to admin, just click on the user and select “secondary admin” from the role menu
One Persistent List of Users
• When your contract expires your users do not
• Users are automatically re-assigned to their product if you restart your subscription
• All your admins see the same list
Sign-in to Access
No more serial numbers! Users can just sign in to any product they are assigned to
• Just assign the user in user management and you’re done!
• Users can simply sign into the product, no activation required
• When a user upgrades to a new version or changes devices, you don’t need to worry about what serial number they were using before
• Future deployments will not require serial numbers
Using the New User Management
How to Manage Roles
Set up your admins by clicking on a user and selecting “secondary admin” from the role drop down
Invite users to the list
Manually invite users one at a time or in small batches in the By User view
Assign a user to one or many products
Assign a user to many products at once by clicking on the user
Invite and Assign Users in One Step
Manually invite users one at a time or in small batches directly to a product
Assign a product to one or many users
Assign a product to many users at once
Unassign Users from products
Click on a user to remove their access to a product
Remove users from your list
To remove a user click the trash icon in the list or details page – this will remove them from your list, not delete their account
Switching to List view
In the list view you can see a top-level list of all your users with structures columns for role, status, name, and email
Search and Sort
Use the list view to sort your user list, and use the search box in any view to find a user
Usage Reporting
Single User Subscription Reporting
Sneak Peek
into features coming soon
BULK IMPORT
INVITE USER
TEAMS
New Features Coming Soon
SSO
SAVE TIME GETTING LARGE VOLUMES OF USERS SET UP.
FASTER USER ONBOARDING AND IMPROVED SECURITY.
MANAGE YOUR
SUBSCRIPTIONS EASIER.
STREAMLINE USER INVITE PROCESS.
Teams – limited first release coming soon
• Admins can keep their subscriptions and users in separate Teams
o Organize subscriptions and users according to company divisions or projects
o Keep personal and corporate subscriptions separate o Delegate admins to manage multiple Teams
o Track renewals and seat usage by Team
• Limited first release will allow you to set up Teams with help from Autodesk support
Switching between teams in User Management
Select a team from the dropdown to change which team you’re managing, and rename the team from your settings screen
Improvements to Invite User Process
• We’ve heard your feedback! The formatting requirements for inviting a user in the new user management can be confusing
• In response, we’re making changes to the form to make this process easier to use o Option to use a structured form or a multi-invite textbox
o Multi-invite will support copy/paste from outlook and gmail
Bulk Import
• Import large numbers of users into your team at once
• This is useful when you need to fulfill many access requests at once, so you don’t have to manually invite them one-by-one
Authenticate Users via Single-Sign On
• Create users once in Active Directory
• Users can sign into any Autodesk property using company ID
• Once signed in, users appear automatically in your Account user list
Thank you for joining us today!
Any Questions?
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