AC Automat cloud collaboration

Bulk User Management Solution

Access Manager provides project administrators with a streamlined workflow to handle high-volume onboarding and offboarding in minutes by taking the hassle out of Autodesk Forma user administration.

Built for controlled project administration and audit-ready review.

Access Manager Connected

Autodesk Forma administration

Project import

Hub Training Hub
Project Training Project
12members ready
3roles assigned
0issues found

Designed for administrators

Empower Your Administrators

Effortlessly import user lists from spreadsheets into your project teams. Access Manager gives administrators complete control to stage, validate, and apply access changes, ensuring full transparency with built-in audit records.

01

Add New Project Users

Efficiently add new project members with assigned roles, company details, and the necessary Forma product licenses. Simply download the template file, fill in the required information, and upload.

02

Validate project roles

Check uploaded role names against the roles available to the selected project so issues are visible before action is taken.

03

Keep an audit trail

Review member changes and import results in one focused workspace built for repeated administration work.

How it works

Add New Project Users

Efficiently add new project members with assigned roles, company details, and the necessary Forma product licenses. Simply download the template file, fill in the required information, and upload.

Export, Edit, and Update

The export tool provides a fast, practical starting point. Instead of building your user list from scratch, export your current Forma project members and update only the details that need changing.

Key advantage Current project access becomes your editable baseline.
  1. Select the project

    Sign in with Autodesk, choose the hub and project you are managing, then open the Export tab.

  2. Add New Project Users

    To add users, simply download the template file, fill in the required information, and upload it.

  3. Export the current team

    Download an Excel file containing the current member index, including email, name, roles, company, products, access level, status, and added date.

  4. Edit with purpose

    Use the exported file as your baseline. Update names, roles, company or product access, add new people, or include an action column when you need to remove a member.

  5. Validate, then import

    Upload the revised file. Access Manager checks the rows and available project roles before you run the approved changes and review the result.

Workflow in action

Three focused screens. One controlled process.

Representative views of the workflow show how a project team moves from its current member list to reviewed access changes.

Access ManagerExport

Project team

Member export

Training Project ⌄
EmailRoleProduct alex@sample.coArchitectDocs taylor@sample.coEngineerBuild
1. ExportStart with the current project-member list.
FileHomeDataReview
Design-coordination-members.xlsx
emailfirst_nameRoleProducts alex@sample.coAlexArchitectdocs:member taylor@sample.coTaylorEngineerbuild:member jordan@sample.coJordanBIM Managerdocs:member
2. EditRefine the exported baseline in familiar Excel.
Access ManagerImport

3. Preview

Ready for import

3 valid0 invalid3 rows total
StatusEmailRoles Validalex@sample.coArchitect Validtaylor@sample.coEngineer Validjordan@sample.coBIM Manager
3. Validate and importReview the outcome before applying changes.

Built for responsible access

Your project team deserves careful administration.

Purpose-built access workflow. The application focuses on the membership and access changes an administrator chooses to make.

Clear configuration. Autodesk Platform Services configuration and authentication are kept separate from the customer’s day-to-day project workflow.

Support when you need it. AC Automat is available to help teams get started, evaluate the product, and plan a company licence.

Ready when your team is

Bring order to project access management.