How to add TradeTapp users to Autodesk Forma

If you have purchased or renewed TradeTapp after March 24, 2025, your team members' access to TradeTapp is managed in Autodesk Forma. To ensure that the right people on your team can access TradeTapp, you'll need to first make sure that all your users in TradeTapp are also in your Autodesk Construction Cloud account. Once a user is in your Autodesk Forma account, you can then assign them a subscription to TradeTapp in Forma or in AUM.

Note: You must be an account administrator in Autodesk Forma to add users from TradeTapp.

There are two ways that you can add TradeTapp users to Autodesk Forma. 

• Export all users from TradeTapp and import into Autodesk User Management
• Add users directly from TradeTapp (Limited to 100 users at a time)

Once users are added to Forma, you can assign them a TradeTapp subscription to ensure they have access. 
 

Export all users from TradeTapp and import into Autodesk User Management

1. In TradeTapp, click your company name at the top-right corner and select "Settings".



2. Click the "Manage Users" tab.

3. Click "Export". A CSV file of your members' information (first name, last name, and email address) will be downloaded to your computer.

4. Sign in to your account at manage.autodesk.com.

5. Select User Management in the navigation menu. You'll land on the By User tab. 



6. 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.



7. Select the Import tab and click "Upload CSV File".

8. Select the exported CSV file from your computer.

9. Click "Continue". You can continue working while the file is uploading. A notification displays when the import is complete. It may take some time for the users to appear in ACC. 



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.

Add users directly from TradeTapp

1. In TradeTapp, navigate to the Settings.

2. Click the "Manage Users" tab. In the table, you can see which users are already in Autodesk Forma in the "Users in Forma" column. 



3. Click "Add members to Forma".

Note:

• Only ACC account administrators can add members from TradeTapp to ACC.
• 100 members can be added to ACC at one time. If you have more than 100 members in your TradeTapp account, 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.
• Any members who are already in your ACC account will not be included.

4. You will be taken to Autodesk Forma's Hub Admin portal. The email addresses associated with your team members will populate into the "Add hub members" field. Click "Enter".
 

5. (Optional) In the table listing the members, 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.

6. (Optional) Choose the "Access Level" for the members. If none is chosen, the member will be an account member.

• Account administrator: Members are added as other account administrators.
• Executive: Members are given access to account-specific dashboards in Insight. See Executive Overview to learn more.

7. Click "Add".