A Contract Manager may want to allow other users to manage the software and users. To do this, the Contract Manager will assign a user the role of Software Coordinator.
Please note that it is a good idea to already have the user who you’d like to make Software Coordinator added to the Autodesk Account.
The user does not have to be assigned any sort of product access.
If you need assistance adding a user, check our post here.
Once you’ve made sure the user is there, you can get started.
In the Autodesk Account Management page, select the Users Icon. In the sidebar, you’ll see Manage Software Coordinators under the Quick Links heading.
This will open a new browser window and a totally different page.
From this page, you’ll see the contracts you have administrative rights for.
Select the contract number you wish to modify, and the page will change to show the details of that contract.
Toward the bottom of this page, you’ll see the Software Coordinators tab with a list. To modify the name of the software coordinator, you’ll pick the Edit… button just above that list.
Again, the page will change. Pick the Products tab. This will display a list of all available products in the contract you are editing.
Each product can have a different software coordinator.
In order to change the coordinator for any one piece of software, you’ll check the box to the left of the serial number for that product. You can check more than one box to manipulate multiple titles at once.
Once you’ve checked the boxes for the titles you want to manipulate, pick the Assign… button.
In the next window, you’ll see the list of products you checked. The first entry will show a checkmark box (arrowed above). Clicking that box will allow you to change the coordinator.
If the list of coordinators doesn’t contain the user you’d like to make software coordinator, click the Add… button at the top, otherwise, select the user you’d like to assign and pick the Assign button at the bottom.
If you choose to add a coordinator, you’ll enter the information and pick Add, this will then return you to the previous page, where you can select the newly added coordinator.
The email address used here MUST match the email address used in the corresponding Autodesk Account, otherwise, a new user will be created in the Autodesk Account.
Once you’ve added and selected the correct coordinator, you’ll be returned here:
You should see the coordinator you picked shown on this page. Pick the Apply to All button at the bottom.
This may take a few seconds to complete, please be patient…
When it’s finished, you’ll see the screen above. Pick OK.
You can then pick the Close Window link in the black header at the top of the page. This should return you to the Autodesk Account page.
As confirmation, the user who was assigned coordinator privileges will receive an email.
As well, you should be able to look at the user’s details to see the role has changed.
Keep in mind, this may not happen immediately. You will likely need to log out of the Autodesk Account and log back in after a few minutes – certainly after the user gets the email indicating they’ve been assigned the Coordinator role – in order for the Account page to update.