- [Instructor] In this video, we're going to look
at a few additional settings to configure our account,
some profile settings, just some nice things to kind of help
with the branding and get the final Account Settings
just the way we like them.
Now I should mention at this point,
our account is ready to go
and we could begin adding projects
and companies and members.
And we'll do all of that in the next few videos.
But let's just go ahead
and configure the last few profile settings here.
I mean, my account admin,
this is the page where you would see
when you first log in,
if you are the admin user in your account,
and it takes me to the Projects tab by default.
And of course, at the moment, we don't have any projects
because we haven't added any yet.
And we'll do that in the next video.
Now along with that we can talk more about members,
companies and roles in some of the future videos.
So for this video, let's focus on the last couple tabs here,
analytics, and settings.
Now analytics is just something I want to point out to you.
You can come back here and look at this
in a little bit more detail later when more
information has been fleshed out,
because at the moment,
there's not a lot of analytics for us to report.
But you get this sort of master dashboard here,
as you can see, and tells you a little bit
about your account and how many months you have left
on your subscription, tells you a little bit
about your active users, active projects, partner companies,
the services that you're currently using,
and the companies and projects by type down near the bottom.
Now, of course, most of this information is currently empty
because we haven't really configured
any of those things yet.
But as we do, if you come back and revisit this page,
those statistics will start
to fill in these charts
will become a little bit more meaningful,
and it can give you a nice snapshot
on the activity of your project overall.
All right, let's move on to Settings.
So we've been here before,
this is where we looked at our account administrators,
but I wanted to point out a few additional things
that you can do here on the Settings tab.
Think of this as your projects overall profile.
Now, down in the lower right hand corner,
there is the View Account ID.
And if you click that,
it will actually display the unique account ID
for this account.
Now, you may need to provide that information
to your reseller, if you are going to upgrade the account
or extend your subscription,
or in any other case where you're working with Autodesk,
and they need to have access to your account,
they might ask you for your account ID,
and this is how you would locate it right there.
And that ID is unique to every BIM 360 account.
Now above that, we've got our account information.
And right here, you can replace the account image
with your company logo.
So I'm going to do that by simply clicking
on that little icon.
Then I can browse for a file
in one of these formats up to four megabytes in size.
So you can browse to any file that you happen
to have available to you.
I'm going to choose a logo file here
and upload that to my account.
Now I'm not providing this logo file,
so you can just use any PNG
or other image file that you happen to have
as the project image if you're following along with me.
Now right beneath that you see the name of the account.
And it currently defaulted to the name of the company
that Zachary was a part of when he set this all up.
So there's a little pencil icon right next to that,
and you can click that, and if that name
is not appropriate for the name of your account,
you can change it.
So what I'm going to do is change this,
to something a little bit more generic.
Let's just pretend that LinkedIn Learning
is the parent company for Pinnacle Design Architects.
So you can type in any name that you like here,
and as long as it says the name is valid,
you can click Save.
So there are certain characters that aren't allowed
and it will tell you if those are invalid.
Now think of this as the friendly name
for your account, and contrast that to the hidden name here,
under View Account ID,
we want to keep that private,
but the name that we typed in this dialog,
that's going to be the name that all of the users will see.
Now to get it to show at the top
of the screen on the account selection drop down as well,
we just simply need to refresh.
So go ahead and click the Refresh icon.
And now you'll see
that the name here LinkedIn Learning matches the name
that I've typed in there.
Now next to the Profile tab,
here we have two additional tabs, business units,
and admin activities.
Admin activities is really just like a log.
So it is keeping track of all of the things
that have occurred in the account
and it's recording, those activities including the user
who performed them.
So if you're interested in reviewing that log,
you can do so.
Business units is optional.
If you're in a relatively small company
where you don't have any established business units,
you can ignore this.
But if you're in a large company
where you have a large organizational structure,
you can actually set that up here.
So you would add a top level unit,
and then you could branch off from there.
So if you had different regions,
and you wanted to define each of those regions,
or whatever the org chart of your company happens to be,
you could set all that up.
I'm going to ignore that
and just simply click back here to profile.
Now, a moment ago,
I refreshed the screen to get this item here
to match what I typed in there.
But what exactly is this item here?
Well, if you are part of more than one account,
then you can use this drop down at the top
to switch between those accounts.
So notice right here,
there's a change account option.
So I'm currently in the LinkedIn Learning account,
the one that I just renamed to LinkedIn Learning,
but if I click Change account,
you're going to see that I have access
to another account called Paul F. Alban Consulting Services.
So I could switch to that account,
and then it would show me any projects
that I have access to within that account.
Now keep in mind that I'm currently logged in as Zachary.
Zachary is the account admin for LinkedIn Learning.
But if I switch over
to the Paul F. Alban account,
I am no longer an account admin in that account.
So Zachary is just simply a project member in this account.
And when he switches over,
he goes to this insight module.
And if we click the module picker,
notice that project home is the top level,
we don't have account admin any longer.
So what you see available to you in the module picker,
and at the top of the screen here for the account selection
completely depends on which accounts you've been invited
to participate in, and then what level of access to have
within those accounts.
So if Zachary wants to get back
to the LinkedIn Learning account,
he could choose change account again,
get back to there
and he would still have admin rights to that account.
But he's a member here
in the Paul F. Alban account.
So that completes the overall setup of our account.
And what we will begin doing in the next few videos
is adding projects, companies and users.