Take a brief stroll with us through this digital doorway as we learn how to wield the power of the portal.
Think of the Autodesk portal as the control room for managing your licenses, downloading updates, assigning permissions, reviewing billing, reporting and more.
This article has been created as an overview, so please click on the links provided or reach out to us if you'd like more information.
Accessing the portal
- Start by typing Manage.autodesk.com into your URL. If this is the first time doing so, you may need to create a password and follow the prompts to activate your account.
Tips:
- The Autodesk client portal is not to be confused with your 'Profile' or the login to the product itself.
- Make sure you sign up with the same email you intend to use with your products so that Autodesk can recognise the same password across all products.
- All users will need to create their own portal, but only the admins can see all functionality.
Downloading software and updates
Once an end-user of the software is added to the system, they should receive an email from Autodesk with instructions on how to download and install your software.
Failing that, you can head to 'Products & Services' then 'All Products and Services', to locate the desired product and click 'Install'. From there, simply follow the prompts and login with the same email and password as your portal.
The "Products and services' space is also where you can update your software.
We are told that updates are released roughly every 3 months and if you leave it too long without updating your software, you may encounter one of these common errors.
Unsurprisingly, updates can be done via the 'Products Updates' tab.
'Custom Install' and 'Active trials' are used less frequently, so in the interests of keeping this brief, we shall keep on walking.
Managing Users and licenses
Now, we don't mean to play favourites, but here in the Onboarding team... User management is kind of our jam.
It's where you will arguably spend most of your time within the portal and it will be the space where you add in and assign users to your new products. Within this space, you can also update user permissions, manage teams, unassign and redistribute products to relevant staff and you can review the number of licenses within your .
By User or By Product are both spaces where you can 'Assign a user' and manage your licenses.
The 'Groups' section may not be applicable, so again, we keep shuffling forward!
TIP:
- Be mindful of Teams. They can be created automatically in some instances and may be the cause of hidden licenses. If your licenses are missing, give this a go or give us a call.
- Similarly, products can sometimes be automatically assigned to a user that you didn't intend. To check this, head to 'by product', select the software and see who is assigned that needn't be.
Billing and Orders
Ok, time for the boring financial stuff. Boring yes, but sure, also important.
Here you will find a comprehensive list of all your Autodesk software seats and their renewal dates.
Tip:
Don't forget to keep an eye on renewal dates and keep in mind auto renew is active as default, you can turn this off here. If you'd like to cancel your subscription, select it within 'Subscriptions and Contracts', find your product and turn off Auto-Renew.
Quotes, Invoices, Order History and Payment Methods should all be fairly self explanatory. If you need it, click it! Moving on to our final section:
Reporting
Finally we have reports. There have been a few shiny new updates as you can see, so let's dig into what it all means:
Activity Log -
You guessed it! A log of all the movements that have happened on your company account. Mostly it will be movements between users and products or teams, but handy if you need to track what happened when.
Insights -
A brief overview of product performance (i.e., if the software has suffered any downtime or slowness) as well as Command Usage (the number of times a command is used within product, eg; open and save drawings, general programing, application setup etc.)
Usage reports & Notifications -
In short, you can check which of your pricy products are being used to the fullest and which seats would be best to redistribute. We wrote a whole article on it here. Also check out the one for notifications here.
- Seat usage is the old 'Usage report'. Feel free to ignore, the new one is better.
- Token usage refers to Flex Tokens, though the stats for usage are also covered in the Usage report tab, so same as above.
- Balances, again as above refers to Flex token usage. If you don't have Flex, then these are not your specs.
[Video walkthrough coming soon]
We hope this has been a helpful window into what goes on through the portal.
Chances are, you won't use anything beyond User management, product downloads / updates or at a stretch, reports or billing checks, but in case you do, now you know where to go.