How to add members from BuildingConnected to Autodesk Forma

If you use other products in the Autodesk Forma platform or manage your BuildingConnected subscriptions in Autodesk Forma, you’ll want to make sure all your users in BuildingConnected are also in your Forma hub. 
BuildingConnected provides a helpful tool to get all your employees into Autodesk Forma.

Note: You must be a hub administrator in Autodesk Forma to add members.

You can add members from BuildingConnected or from Autodesk Forma.

• From BuildingConnected
• From Autodesk Forma
   

From BuildingConnected

First, click on the building icon on the menu on the left-hand side. 



Navigate to the “Company Members” tab.



 

You will see a list of all the members in your BuildingConnected company. To add these members into Autodesk Forma, you have two options:

- Export all members from BuildingConnected and import into Autodesk User Management
- Add members directly from BuildingConnected (Limited to 100 members at a time)



 

1. Export all of your company members from BuildingConnected and import them into Autodesk's User Management at manage.autodesk.com.

1. Click "Export". A CSV file of your members' information will be downloaded to your computer.
2. Sign in to your account at manage.autodesk.com.
3. Select User Management > By User in the navigation menu.
   
   
    
4. Select a team to which you want to invite users and click Invite "Users".
   
   Note: If you use classic user management, see Add users in classic user management.
   
   
    
5. Select the "Import" tab and click "Upload CSV File".
   
   
6. Select the exported CSV file from your computer.

7. Click "Continue". You can continue working while the file is uploading. A notification displays when the import is complete.

   
   
   

   

   
   
   

   Note: If there are any errors in the file, you will receive a notification and be able to download a log of the errors. Click "Download error log" if applicable. You can click "Ignore errors and continue" or review the errors and update your file. Once ready, come back to click "Upload corrected file" and select your updated file. 

   
   
   
   

    

2. Import 100 members at a time directly from BuildingConnected into Autodesk Forma

1. Click “Add Members”.
   
   Note: 
   - 100 members can be added to Autodesk Forma at one time. If you have more than 100 members in your BuildingConnected company, you will see a message asking you to confirm that only the first 100 members will be added. You will have to come back to import each 100 extra members in your company. Click "Add Members" to confirm.
   - Any members who are already in your Autodesk Forma account will not be included.
   
   You will be taken to Autodesk Construction Cloud's Hub Admin portal. The email addresses associated with your team members will populate into the "Add hub members" field.
    
2. Click "Enter". The members will be listed in the table below.
    

3. (Optional) Select a "Company" or "Role" for the members. The company and role can be used to quickly apply the same permissions to multiple members. Reference Companies and Roles to learn more about those values respectively.
   
   Note: Companies in Autodesk Forma is not connected to BuildingConnected companies. 

    

4. (Optional) Choose an "Access Level" for the members.
   • Hub administrator: Members are added as other hub administrators.

   • Executive: Members are given access to hub-specific dashboards in Insight. See Executive Overview to learn more.
     
     Note: Unlike BuildingConnected, only Hub Admins can see Forma projects they are not a member of. If it’s important your estimators can navigate between all projects, make sure you are providing them with the Hub administrator access level.

      

5. Click "Add". The users will be added into your Forma hub where you can assign them licenses to Forma products like Forma Takeoff, Data Management, and Build. 
   
    

From Autodesk Forma

1. In Autodesk Forma, navigate to Hub Admin.
    
2. Navigate to the Members tool using the left navigation menu.
    
3. Click "Import" and select "Import from BuildingConnected". The Add hub members will appear, similar to adding new members to your Forma hub. The email addresses associated with your team members in BuildingConnected will populate into the "Add hub members" field.
   
   Note:
   - Any members who are already in your Forma hub will not be included.
   - 100 members can be added to Forma at one time. If you have more than 100 members in your BuildingConnected company, you will see a message asking you to confirm that only the first 100 members will be added. You will have to come back to import each 100 extra members in your company.
   
   
    
4. Click "Enter". The members will then be individually listed in the table below.
   
   
    
5. (Optional) Select a "Company" or "Role" for the members. The company and role can be used to quickly apply the same permissions to multiple members. Reference Companies and Roles to learn more about those values respectively.
   
   Note: Companies in Autodesk Forma is not connected to BuildingConnected companies. 
    
6. (Optional) Choose the "Access Level" for the members. If none is chosen, the member will be an account member.
   • Hub administrator: Members are added as other hub administrators.
   • Executive: Members are given access to hub-specific dashboards in Insight. See Executive Overview to learn more.
      
7. Click "Add".