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Using the Autodesk Account Management Portal to Manage Autodesk Software

Autodesk has rolled out a new type activation method where users “sign in” to activate their products instead of putting in a “serial number”. Some clients have a mix of “sign in” and “serial number” licenses. This has been confusing to many clients, so this information covers most of the questions that the ATG Support Team encounters.

User Management

There are two new user management pages where you can manage “sign in” licenses: 1) by user 2) by product. The “by user” page is more like the “classic user management” page. The “classic user management” page is where the “serial number” licenses are assigned and managed. All network aka multi-user licenses are “serial number” licenses currently.

  • License administrators with these pages under user management: “by user”, “by product” and “classic user management” have licenses with both types of activation methods
  • License administrators with just “user management” have all “serial number” licenses
  • License administrators with just “by user” and “by product” have all “sign in” licenses

How to tell if your license has a “sign in” or a “serial number” activation method:

In the contract manager’s Autodesk account under “contracts”, expand the contract(s) with the “<” button, and then look under activation for a serial number or the words “sign in.”

In the contract manager’s Autodesk account, if the product is available to be assigned on the “by user” page, then it is a “sign in” license. If the product is available to be assigned on the “classic user management” aka “user management” page, then it is a “serial number” license.

In the end user’s Autodesk account (after they have been assigned) under “all products and services”, locate the product/contract and click “<” to show more, then look under “activation” for a serial number or the words “sign in”

License Assignment for “Sign In” Licenses – Note: The primary admin is assigned by default:

  • Go to https://manage.autodesk.com and sign in using the contract manager’s email address
  • Click “by user”, which is under user management on the left.
  • Observe the “teams” drop down at the top. Please select the appropriate team if you have multiple teams in the drop down. If you want your “teams” merged into a single team, or to split a single team into multiple teams, this can be done by creating a ticket with Autodesk asking them to do it
  • To unassign a license, click on the user who is currently assigned, and click the “unassign” box next to any products they do not use. The contract manager is assigned as the end user by default
  • If the new user is not in the list of users yet, click “invite users” towards the top of the “by user” page to add a new user (follow the formatting listed on the page), and then click “send invite.”
  • When you see the user in the list on “by user”, just click their name to get to the assignment screen, and then click the button that says “assign” next to the software you want to give them access to.

License Assignment for “Serial Number” Licenses – Note: The primary admin is assigned by default:

  • Go to https://manage.autodesk.com and sign in using the contract manager’s email address
  • Go to the “user management” page (it is called “classic user management” if you have both serial number and sign in license types in your account)
  • Click “edit access” next to the current end user’s profile who you wish to unassign from the license (the contract manager is assigned as the end user by default)
  • On the user edit screen for the old/current user, uncheck all of the boxes next to the word “assign” under “All products and services” and/or “Industry Collections”. When the appropriate boxes are unchecked, click “save” at the bottom. This will unassign the old user from the license that was assigned to them.
  • If the new end user is already in the list, just click “edit access” to get to the assignment screen and skip down to the final step below. If the new user is not in the list of users yet, click “add” towards the top of the users page to add a new user (make sure the box is checked that says “I’d like to add access to the user now [it should be checked by default]). Plug in the new user’s name and email address and hit “save”.
  • On the next window, where you edit the user’s access and assign products, look under “All products and services” and/or “Industry Collections” and click the box next to the word “assign” that is next to the license that you want to assign to the new user, and hit “save”

Administrators

The “serial number” licenses can have up to two admins (1 contract manager and 1 software coordinator), and resellers are able to change both of those. However, resellers are unable to add or change “secondary admins” for “sign in” licenses. The only person who can do that now is the contract manager aka primary admin. We can still change the contract manager aka primary admin if needed. The good news is that clients can now have as many secondary admins as they want for “sign in” licenses. 

To Assign “Secondary Admins” for Sign in” Licenses

  • Go to https://manage.autodesk.com and sign in using the contract manager’s email address
  • Click “by user”, which is under user management on the left
  • Make sure that you are managing the right “team” using the drop down at the top. Many clients only have one “team” in the drop down, but larger clients may have multiple teams.
  • If the additional admin is already in the list of users, click on their square and proceed to the step below. If the additional admin is not in the list of users yet, click on “invite” towards the top of the “by user” (follow the formatting listed on the page), and then click “send invite”
  • Once you have clicked the square for the new admin from the “by user” page, click “change role”, then click the button for “secondary admin”, and click “save”

To Assign/Change the “Software Coordinator” for “Serial number” licenses

  • Go to the Change Software Coordinator request page online and click “get started”
  • Sign in using the contract manager’s email address and click “next”
  • Enter your serial number and click “next“
  • Enter the current software coordinator’s email address and click “next”
  • Enter the new software coordinator’s information, and click “next”
  • Click the box that asks you to confirm if you are authorized to make the request, and then click “submit”

Reporting

  • Go to the Change Software Coordinator request page online and click “get started”
  • Sign in using the contract manager’s email address and click “next”
  • Enter your serial number and click “next“
  • Enter the current software coordinator’s email address and click “next”
  • Enter the new software coordinator’s information, and click “next”
  • Click the box that asks you to confirm if you are authorized to make the request, and then click “submit”

Report of Seat Usage – Standard Subscriptions:

For all products, the seat usage summary tracks the following:

  • Total users– When an assigned product is opened and used by someone on your team, they are counted in this list
  • Total products– The list of assigned products that users have used
  • Total seats– The total number of seats you have subscribed to for products with single-user access

To View the Seat Usage Summary:

  • Sign in to Autodesk Account at autodesk.com and click Reporting > Seat Usage.
  • In the Seat Usage Summary report, select a time range from the list – This month, Last 3 months, 6 months, 9 months, or 12 months. For AutoCAD including specialized toolsets, Industry Collections, and Suites, click the name of the product group to see usage by individual products.

To View the Seat Usage Summary:

  • Sign in to your account at autodesk.comand click Reporting > Seat Usage
  • On the Summary tab, click Export as CSV

Conclusion

For more information on other Autodesk products, please visit our Autodesk Products page.

Follow ATG on LinkedInFacebookTwitter and YouTube for 24/7 access to top-notch technical content.

This blog is written by Sr. Technical Support Specialist Angela LeFae. If you have any questions or need help with Autodesk support, please email us at support@atgusa.com.

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