Cloud User Management

Your cloud subscription allows you a limited number of concurrent users of cloud services. However there is no limit to the number of user accounts you can create. Note that user accounts should be created for users in your own company only a any user created will share your cloud seats. If you need to collaborate with users from other companies you should invite them as project collaborators (see the projects page for more information on inviting collaborators).

Note that user management is only available if the logged in user has a permission level of Full Access or Primary Account (see permissions below); if the user does not have proper permissions these options will be disabled.

Your cloud subscription automatically has a single account which is considered the 'Primary Account' (see permissions below for more information). To create additional accounts you can use the '+' button on the 'Users' pane of the cloud management console.

You may create as many user accounts as you like, but you may only have as many sessions running concurrently as your cloud license allows. A session is identified by the machine name and windows login, so you may run multiple versions of Revit on the same login under a single session but having multiple users logged into a single machine (i.e. a citrix or shared evironment) will create multiple sessions.

You can create a user account for any email you like, but all user accounts created are considered to be related to your company/customer account and will use your sessions when logged in. To collaborate with users outside your company you should invite them as collaborators to an individual project rather than create an account for them (see the projects page for invitation instructions).

All created users are listed in the Users pane of the cloud console. Users that have already been created can be deleted by simply clicking the 'X' button next to the user name. User deletion is permanent, so be careful!

Next to each user is a notification button and a password reset button. The notification button can be used to send the login data for a user to the email address on record for them (either as an initial notification that an account has been created or as a login data reminder). The password reset button will reset the password to a temporary value and will email the data to the user. The user can then log in and change their data as necessary.

Each cloud user account can be given one of 6 permission levels:

• Primary Account - This is your primary customer account that was created at purchase and can't be deleted. It has full control over all elements of your cloud account.
• Full Access - This level also has full control over all elements. The only difference between primary and full is that primary is where account notifications will be sent by default. This is the recommended level for additonal BIM managers.
• Manage Projects - This user can manage, create, and delete project files and master files, but can not add or modify user accounts. This is the recommended permission level for project managers.
• Modify Notes - This user can open existing keynote projects and fully work within the project including creating notes, modifying notes, applying, commenting, etc. However they can not create or delete projects or masters. This is the recommended level for general production staff.
• Read Only - This user can see the keynotes and in KM+ they can apply keynotes to Revit elements using the apply tools, but they can not make any changes to the notes themselves. In some cases this may be useful for allowing access to facilities staff or contract workers that do not need to edit keynotes, etc.
• Disabled - This user cannot access the project. This is the same as deleting the account with the exception that it can be enabled again at a later date without re-entering the information.