Instructions for changing username with Revit Worksharing (Cloud, local or Revit Server) or non-workshared Revit Cloud models

[amanda.k]

If you use Revit Worksharing (Cloud, local, or Revit Server) or non-workshared Revit Cloud
Models, changing your username may cause workflow failures. These include:

• Not being able to open models.
• Not being able to Sync with Central (for workshared models) or save a non-workshared
model to the cloud.
• Elements that cannot be modified by anyone because the elements are checked out to
the prior (and now unavailable) username.

Please refer to the use cases below to determine the appropriate solution.

If you use Revit Worksharing (cloud, local, or Revit Server) and have not changed your
username, complete these steps before changing your username:
1. Sync all local changes.
2. Relinquish all (element and workset) permissions.
3. Sign out of Revit and close the application.

If you use Revit Cloud Worksharing (i.e., not local- or Revit Server-based worksharing,) you must
also complete these steps and clear your Collaboration cache:
1. Identify all folders named %localappdata%\Autodesk\Revit\Autodesk Revit ####\.
2. Delete the contents of the CollaborationCache folder beneath each of these folders.

Please note that the cache improves workflow performance, and the first attempt at opening a
model after clearing the cache may be slower than normal. Normal performance will be
restored as the cache is repopulated.

After all steps are completed, you can update your username, relaunch Revit, and sign in. If you
have locally shared workshared models, you will need to create a new local file with your new
username.

If you use Revit Worksharing (cloud, local, or Revit Server), have changed your username, and
are experiencing workflow failures:

We recommend that you use the same process you used to change your username to revert to
your original username. If successful, this will restore access and functionality:
1. Sign out of Revit and close the application.
2. Revert to your original username.
3. Follow the guidance above for “If you use Revit Worksharing (cloud, local, or Revit
Server) and have not changed your username, complete these steps before changing
your username.”

If your original username cannot be restored (for example, due to a duplicate username
condition), the following actions may be taken to restore access.

If you use Revit Cloud Worksharing:
Please note that these changes may result in the loss of locally saved, unsynced changes to
the model.
• If a model will not open or Sync with Central workflows are failing, they can be restored
by clearing the Collaboration cache.
• If elements cannot be edited because they are checked out under an old username,
access can be restored by using the Force Relinquish workflow.

If you use Revit Server or locally shared workshared models where a network license server is
used:

1. Sign out of Revit but do not close the application.
2. Set the Revit username to the original username associated with your profile.
3. Follow the guidance above under “If you use Revit Worksharing (cloud, local, or Revit
Server) and have not changed your username, complete these steps before changing
your username.”

If you use Revit Server or locally shared workshared models where a network license server is
not used:
• If a model will not open or Sync with Central workflows are failing, you can regain access
by creating a new local copy using your new username.
• If elements cannot be edited because they are checked out under an old username:
1. Have all users sync their changes.
2. Use a new local copy to overwrite and replace the central model.
3. Create new local copies before resuming your work.

If you use non-workshared Revit Cloud Models and have not changed your username,
complete these steps before changing your username:
1. Sign out of Revit and close the application.
2. Clear the Collaboration cache:
a. Identify all folders named %localappdata%\Autodesk\Revit\Autodesk Revit
####\.
b. Delete the contents of the CollaborationCache folder beneath each of these
folders.

Please note that the cache improves workflow performance, and the first attempt at opening a
model after clearing it may be slower than normal. Normal performance will be restored as the
cache is repopulated.

After these steps are complete, you can update your username, relaunch Revit, and sign in.

If you use non-workshared Revit Cloud Models, have changed your username, and are
experiencing workflow failures:

We recommend that you use the same process you used to change your username to revert to
your original username. If successful, this will restore access and functionality:
1. Sign out of Revit and close the application.
2. Revert back to your original username.
3. Follow the guidance above for “If you use non-workshared Revit Cloud Models and
have not changed your username, complete these steps before changing your
username.”

If the original username cannot be restored (for example, due to a duplicate username
condition), access can be restored by clearing the Collaboration cache. However, this may result
in the loss of changes that were not saved to the cloud.

Thank you for your patience and understanding, we apologize for any confusion or
inconvenience this may have caused.