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Best way to manage multiple clients for Fusion 360 with Fusion team

Best way to manage multiple clients for Fusion 360 with Fusion team

nkloski
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Best way to manage multiple clients for Fusion 360 with Fusion team

nkloski
Collaborator
Collaborator

I just switched over to Fusion Team management for my Fusion 360 work.  I had a question:

 

I now have my personal Fusion 360 account, and now my "Team" account.

 

If I am working on many separate client projects (who can not and should not see other peoples' projects), do I create a new "Team" for each client, or is the proper way to separate all the projects under that one new Team account, and then assign people to those projects?


Nick Kloski
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James.Youmatz
Autodesk Support
Autodesk Support

Hi @nkloski ,

 

Happy to offer some guidance. Personally - I would utilize the admin tools within your Fusion Team. Realistically this boils down to a few key points which are:

 

  • Hub Types: Open, Closed, Secret
  • Member Roles: Team Admin, Team Member, Project Contributor

Let's start with the roles. A Team Admin is what you will be - you have the Admin tab within Fusion Team and administer who has access to what. Do not confuse this with a project admin who admin's on a per project level. Important to note - a Team Admin still has to grant themselves access to individual projects. A team member is someone who works on your Team. Traditionally - this is users from the same company/email domain. For instance, our support team has me as the Team Admin, and the rest of my colleagues are Team Members. (See hub types below for why this matters). The rest of the users who I invite to collaborate on my projects, are project contributors - which have the lowest level of access. They are 3rd party users who are there only to collaborate on a specific project. 

 

The hub types are important - Open and Closed projects are able to be seen by any Team member. (Let's assume you will be the only Team Admin who has access to the Admin controls). Open projects can be joined by any team member without invite BUT project contributors cannot join Open projects. Closed projects are visible to Team members and project contributors can join - but this is on an invite level which can be accepted by a Project Admin. Secret projects have the highest level of privacy - it cannot be seen by anyone except the Team Admin or invited members of the Secret Project.

 

I think in your case it really depends on if you want the individuals to be Team Members or Project Contributors. If they are Team Members, just realize that they can visibly see the names of projects and request to join Closed projects. 

 

Thanks,

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James Youmatz
General Adoption Manager | Informed Design

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