Getting Started with Fusion Team for Education

Autodesk Support

Nov 21, 2022

Introduction

In this paper you will learn about Fusion Teams, Projects, and Folders, and how to use them to manage a classroom or for a student project team.

Fusion Team

A Fusion Team is where you access your Fusion 360 and project data, and the data is stored in the cloud. Through Fusion Team, you can control roles (permissions), files, versions, markups, and add comments, and recover deleted files. You can invite members to your Fusion Team and control their access to your folders. You can also be invited into others’ Fusion Team.

Upgrading a Single User Storage to a Fusion Team

This paper covers using Fusion Team. If you first used Fusion 360 before summer 2019, you may be using Single-User Storage to manage your designs. For a seamless and uniform experience, we recommend you upgrade from Single-User Storage to Fusion Team. Click here for instructions on how to transfer Fusion 360 projects from Single User Storage to a Fusion Team.
Note: Single-User Storage will be retired in late 2022 – early 2023. Suggest updating to Fusion Team as soon as possible.

How do I know if I am using Single-User Storage or a Fusion Team?

In Fusion 360, show the Data Panel and under the Fusion Team dropdown arrow, Fusion Teams will be listed under “TEAMS YOU ARE A MEMBER OF” and single-user storage will be listed under “SINGLE-USER STORAGE” as shown in the following image.

Alternatively, go to https://login.autodesk360.com and sign in using your Autodesk ID. If the URL starts with https://myhub.autodesk360.com, then you are using single-user storage.

Projects

Projects are used to manage data and control access. A project can be setup for a class or for a specific design. At the project level you can invite members to the project and can you set how the project can be found by members called project security types.

  • Folder-Level: For Autodesk Education accounts, this is the default project type that is created in Fusion 360. A secret project with granular permissions for each folder (default)

    • Note: Once a Folder-Level project is created, this security type cannot be changed.

  • Open: Any team member can access this project.

  • Closed: Only invited members can access this project.

  • Secret: Only invited members can see this project.

Folders

Folders are used to help manage data. If you create a Folder-Level project (which is the default for Autodesk Education accounts), you must select a role for each member. When you set a role, it will be the default for subfolders, but the role can be changed for each folder and for each member.

  • Viewer: Can only view, post and read comments on the Fusion Team portal on the web.

  • Reader: Viewer role + can open files in Fusion 360 but cannot save the files to this folder. But can use the Save As tool to save the files to a folder the member has Editor, Manager or Administrator role. Within Fusion Team, members can also download, copy, and paste files.

  • Editor: Reader role + within Fusion 360 or Fusion Team can edit, upload, rename, move, and delete files.

  • Manager: Edit role + can manage members and control their access levels.

  • Administrator: Manager role + they can permanently delete files on Fusion Team.

If you choose an open, closed, or secret project, roles can only be set at the project level. Folders in that project will have the same permissions as the parent project.

Accessing Your Data

You can access your design data in Fusion 360 or via Fusion Team. Use Fusion 360 to make design changes and use Fusion Team to manage the data.

Editing Design Files in Fusion 360

Follow these steps to open a design file in Fusion 360.

  1. Open Fusion 360 and sign in with your Autodesk ID.
  2. On the top-left corner of the screen, click on the Show Data Panel tool.
  3. If needed, change the active Fusion Team by clicking on the drop-down arrow to the right of the current Fusion Team and from the list select the desired Fusion Team.
  4. Make the desired project active by double-clicking on it.
  5. Open the desired file.

Managing Design Files in Fusion Team

Follow these steps to manage design data, and members’ roles in a Fusion Team.

  1. Go to https://login.autodesk360.com and sign in using your Autodesk ID.
  2. If needed, change the active Fusion Team by clicking on your initials or profile picture on the top-right corner of the screen, and from the list select the desired Fusion Team.
  3. On the left of the screen, make the desired project active by double-clicking on it.
     
  4. If needed, select a folder under the project or from the area in the middle of the screen.

Process for Using Fusion Team and Folder-Level Project in the Classroom

There are two main options to manage your classroom with Fusion 360 with a Folder-Level Project.

  • Option 1: Educator invites students into their Fusion Team via a Folder-Level Project.
  • Option 2: Students’ invite the educator into their Fusion Team and Folder-Level Project.

The following instructions show how an educator can invite students into their Fusion Team using a Folder-Level Project.

OPTION 1 (preferred)
Educator Invites Students into a Folder-Level Project

The educator controls how members (students) can access data at the folder level. This ensures that members can only edit and see data in folders that they are assigned a role to.

Folder Structure and Roles Example

The following image shows an example of how to setup a class with a Folder-Level Project and folders with roles.

Steps to create a Folder-Level Project and Assign Roles

Follow these steps to create a Folder-Level project. The project can represent a class or research project.

Projects

Projects are used to control and manage data. You can also create a project for your class inside Fusion 360’s Data Panel or on Fusion Team in a browser.

Creating a Project in Fusion 360

Create a project in Fusion 360 by following these steps.

  1. Open Fusion 360.
  2. On the top-left corner of the screen click on the Show Data Panel tool.
  3. If needed, change the active Fusion Team by clicking on the drop-down arrow of the current Fusion Team and select the desired Fusion Team from the list.
  4. Create a new project by clicking on New Project.
  5. Type a name for the project and then press the Enter key.
  6. Make the new project active by double-clicking on it.

Create a Project in Fusion Team

You can also create a project on Fusion Team on the web by following these steps.

Note: Only Team Administrators and Team Members can create Folder-Level projects. For a Team Member to create a project, they must have the Folder-Level Project Creator option checked. The Folder-Level Project Creator setting is automatically checked for Team Administrators and not checked for Team Members.

  1. Log into Fusion Team by going to https://login.autodesk360.com.
  2. To show a list of projects on the Fusion Team, click the Fusion Team icon  in the upper-left corner of the browser.
  3. On the right-side of the screen click on  .
  4. Type a name for the project and then click, shown as step (1) in the following image.
  5. Select the Project’s Security Type from the dropdown menu, shown as step (2) in the following image.
    1. Open: Any team member can access this project.
    2. Closed: Only invited members can access this project.
    3. Secret: Only invited members can see this project.
    4. Folder-Level: A secret project with granular permissions for each folder (default)

Note: Once a Folder-Level project is created, this project’s security type cannot be changed.

  1. If desired, select an avatar for your project, shown as step (3) in the following image.
  2. Click Create Project, shown as step (4) in the following image.

Create Folder Structure

Next you create folders for the members. Folders can be created in Fusion 360 or on Fusion Team. Folders can be created for individuals, group projects, and for files that cannot be edited (starter, template files, or library files that can be referenced into assemblies but cannot be changed).

  1. While in Fusion 360, create a folder by clicking on New Folder and type a name and then press Enter key.
  2. Or on Fusion Team on the web, create a new folder by clicking on New Folder.
  3. Type in a name for the folder, show as (1) in the following image.
  4. Click on Create, shown as (2) in the following mage.
    Note: Subfolders can help organize data and make it easier to assign roles.

Invite Members to Your Fusion Team and Folders

After the project and folder structure is created, invite members to your Fusion Team.

  1. Navigate to Fusion Team, or while in Fusion 360 you can access Fusion Team via the Data Panel. With the desired project active, click on the Open on the Web icon.
  2. You can also click on the People tab and be directed to the Fusion Team and assign roles at the project level. In Education, this is not recommended because the subfolders would inherit this role and potentially would need to be changed. Suggest inviting members to a folder that will only have a Reader role. For example, a “Class Files” folder, where students can open files in this folder but will need to save them to a folder that they have an Editor Role.
  3. Make the desired folder active by clicking on the folder under the project’s name or in the middle section of the screen.
  4. Add or copy files into the folders as needed.
  5. In the top of the middle section, confirm that the correct folder is active.

    Note: Members will be invited into the active project and assigned a role to the active folder.
  6. Click on the Folder Permissions tab.
  7. Click on Invite.
  8. In the dialog box, type or paste email(s) into the list, shown as (1) in the following image.
  9. Select a Role for the member(s), shown as (2) in the following image.


    Folder-Level Roles
    • Viewer: Can only view, post and read comments on the Fusion Team portal.
    • Reader: Viewer role + can open files in Fusion 360 but cannot save the files to this folder. But can use the Save As tool to save the files to a folder the member has Editor, Manager or Administrator role. Within the Fusion Team the members can also download, copy, and paste files.
    • Editor: Reader role + within Fusion 360 or Fusion Team can edit, upload, rename, move, delete files, and create subfolders under the folder the Editor role is set.
    • Manager: Edit role + can manage members and control their access levels.
    • Administrator: Manager role + they can permanently delete files on Fusion Team.
  10. Click on Send Invitations.
  11. Member(s) will receive an email. They must open the email and accept the invitation before they can access your Fusion Team and project.
  12. By default, invited members will have a Project Contributor role in the Fusion Team. A Project Contributor can only view projects they are invited into and cannot access library assets. Here is a link to learn how to administer Fusion Team members and roles.

Change Members’ Role for Folders

After a member has been invited into the Fusion Team and assigned a role to a folder, you can change their role for other folders.

  1. Within Fusion Team, on the left panel, select the desired Folder-Level Project.
  2. Make the desired folder active by clicking on the folder under the project’s name or in the middle of the screen.
  3. Click on the Folder Permissions tab.
  4. Select the member(s) to add to the folder.
  5. Select a Role for the member(s).
  6. Click Assign.

How Does a Member Access the Project and Folder in Fusion 360?

In Fusion 360, a member can access the projects they are invited into by changing their active Fusion Team. Follow these instructions.

  1. Open Fusion 360.
  2. On the top-left corner of the screen, click on the Show Data Panel tool.
  3. Change the active Fusion Team by clicking on the drop-down arrow of the current Fusion Team and select the desired Fusion Team from the list.
  4. Make the desired project active by double-clicking on it.
  5. Make a folder active by double-clicking on it in the Data Panel.
  6. Open the desired file.
    Note: Members will be able to open or copy files from a folder that they have a role of; Reader, Editor, Manager, or Administrator.
  7. Save the file. Members can save files into folders that they have a role of; Editor, Manager, or Administrator.

OPTION 2
Student Invites Educator or TA into Their Project

This option is the same as option 1, but the student controls who has access to their data.

With this option each student creates a project and invites the educator, TAs, and other students to the project. The student will follow all the steps defined in Option 1. In this scenario, the educator will be invited into as many Fusion Teams as there are students in the class. For large classes, this may be a challenge to manage.


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