Desktop Subscription Set Up

: Guides Desktop-Subscription-Set-Up desktop-subscription-set-up products 2016 pdf ds

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pg. 1 © Advanced Solutions, Inc. 2015

Desktop Subscription

What Communications to Expect from Advanced Solutions & Autodesk

How to Set-up & Manage User Permissions in Autodesk Account

How to Download Software from Autodesk Account

Overview of the (3) Roles in Autodesk Account

Links & Resources

pg. 2 © Advanced Solutions, Inc. 2015

Desktop Subscription – What to Expect & How to Set-up

An order confirmation email is sent by Autodesk to the Contract Manager/contact on the order and Advanced Solutions

Customer Care sends a thank you email to the contact on the order as well.

Dear Justin,

Thank you for your Desktop Subscription Order. If you need help getting up and running with this contract (adding users

& setting up access to the software), Customer Care can help you with that.

To reach us just call 877-438-2741 or email CustomerCare@AdvancedSolutions.com

We appreciate your business very much so please let us know how we can assist you.

Sincerely,

Marina Hill LinkedIn Profile “Customer Service at the Highest Level”

Autodesk send a “Welcome to Autodesk

Subscription” email on Day (2) after the order is

confirmed.

Autodesk send a “Get Activated” email on Day (4) after the

order is confirmed.

pg. 3 © Advanced Solutions, Inc. 2015

How to Set up Access to your Desktop Subscription

To set up access to Desktop

subscription the Contract Manager

(Contract Admin) needs to

unassign Desktop access from

themselves if they are not the

intended user of the software.

Note: If the Contract Admin is the

intended user of the Desktop subscription,

this process does not need to be followed

If Desktop access needs to be set-up for someone other than the Contract Manager (Contract Admin), Contract Admin

will need to unassign Desktop access from their permissions first. They do that by logging into Autodesk Account

(www.autodesk.com/account) going to the Management Tab > Manage Users> click Edit Access under their name.

When the Contract Admin clicks

Edit Access it opens up this

permissions dialoge box.

Contract Admin needs to

deselect themselves from

Desktop access by clicking Assign

under Products & Services under

the Desktop subscription number

and click Save.

This deslects Desktop

subscription access from the

Contract Admin. They can now

assign Desktop access to the

intended user of the software.

Note: all boxes under Products &

Services for the Desktop Subscription

contract should now be empty.

pg. 4 © Advanced Solutions, Inc. 2015

Now that the Contract

Manager/Contract Admin has

unassigned Desktop

subscription access from

themselves, the next step for

them is to assign Desktop

access to the intended user of

the Desktop subcription.

Contract Managers do that by

going into the intender users

Edit Access panel.

Under the Desktop Subscription

contract number click Assign

under Products & Services.

Desktop Access is now selected.

Note: all boxes under Products and

Services for the Desktop Subscription

contract should now be selected for

the user.

The process we followed of assigning permissions to the intended user means when they go to activate their Desktop

software they will not get this error message saying Contact your administrator to request permission to use this

product. The user already has permission(s) to download and activate the software.

pg. 5 © Advanced Solutions, Inc. 2015

The next step for the user is to download the software. They go into their Autodesk Account, Management Tab >

Products page > and click Downloads.

Before you start the download:

 Be sure to disable your pop-up blocker and anti-virus before you start the download

 Create a new folder in your desktop

 Download all files to the newly created folder

 Once all files are downloaded, click on the EXE file ONLY

Choose from Download Now or Browser

Download.

The user can get the serial numbers to

activate the software by clicking the Serial

Numbers tab.

pg. 6 © Advanced Solutions, Inc. 2015

Overview of the (3) Roles in Autodesk Account

1. Contract Manager (CM) is a contact role in a Subscription Contract Agreement. The Contract Manager (CM)

receives renewal notices and has full contract related privileges within Autodesk Account, including the following:

naming Software Coordinators and users, assigning download privileges, and accessing coverage and renewal

reports.

By default, a Contract Manager is initially designated as the coordinator for all roles (see other roles below) and

all products until he or she assigns someone else to the role of Software Coordinator. It’s the Contract Manager’s

responsibility to identify Software Managers and request that they be invited to Autodesk Account so they can

perform their tasks as Software Coordinators.

2. Software Coordinator (SC) is a contact role on a subscription asset and is assigned by the Contract Manager.

Software Coordinator receives the email notifications to order or download applicable new releases or extensions

and to receive shipment of product upgrades. Software Coordinator physical addresses are the locations where

physical media is shipped.

A Software Coordinator typically has contract responsibilities but also has the following specific admin-related

privileges within Autodesk Account: naming users, assigning download privileges, and accessing reports.

3. A user is any person designated by a Contract Manager or Software Coordinator to access the subscription-only

Autodesk Account site. A user may access web support, and download product extensions if they’re assigned to

do so by the Contract Manager or Software Coordinator.

Links & Resources

If you get an error message “Establish an internet connection to continue” click on Establish an Internet connection to

continue to get more information and help.

Desktop Subscription: Licensing FAQ

Desktop Subscription: Flexible Licensing

Desktop Subscription: Previous Versions of Autodesk Software

Desktop Subscription: Transferring your Stand-Alone License