Manage Account Page - Invite User and Assign Group

[K.Grandstaff]

A frustration on the Autodesk Account page when adding multiple users.

'Invite Single'- allows Add to Groups  'Import with .csv' - does not

Admin is able to load multiple users to the account via .csv file -adding their First name, Last Name, Email but not the Group which gives access to various Autodesk products.

Each User must then be individually searched to assign the group.

The "Filter" on either the Group (default is None) or the Products Assigned (None) does not allow to easily see who is set to 'None". 

I even tried to cheat and create a group called 'None' to see if I was able to filter but it didn't work.  Created groups and system default groups must be different on the back end.  

If the default values of 'None' could be added to the filter this would be very helpful for admin.  Please allow the 'Import with .csv' to assign a group just as in 'Invite Single' allows. 

[andriana.gutierrez]

Hi @K.Grandstaff, thanks for sharing this and providing screenshots for context. I can see the additional admin steps involved when users need to be handled individually after the bulk import. Which part is creating the bigger burden for you today: assigning groups after the CSV import, or identifying users who still have no group/product assignment? 

I’d also encourage others with similar workflows to add their context and continue to vote, since that helps show how broadly this is being experienced.

[K.Grandstaff]

Hi Andriana-
Thanks for your reply! For now, I am using the work around to import the users once as member then import again into groups - even though it is extra clicks.

I am finding the larger issue is with many FORMA Project admins, members are being added to the Forma hub which does not pass all the information for the group to the Autodesk Account (this will be my next Idea Station Idea) . The result is users with no ability to perform BUILD tasks such as Submittals and RFIs because the account does not recognize/assign the product license. My immediate need would be to be able to filter the account users GROUP for "None". Then I can quickly assign the group which assigns BUILD (if needed). Not all of our projects have Build enabled otherwise I would set that in the default assignment within FORMA. I understand that some accounts require outside vendors/contractors to bring their own license but in our hub we do not require.