Collaboration for Revit is a great tool for anyone working on multi-disciplinary projects that need to share data and models between teams. A lot of our customers have found great value in it, so I wanted to give a few pointers on how to successfully set it up. Once the software has been purchased, you will need to complete the following steps.

Step 1: Creating an Autodesk ID: Each individual that will need access to Collaboration for Revit will need to set up an Autodesk ID (if they do not already have one).  https://accounts.autodesk.com/register.

Step 2: Assign to a BIM 360 Team Hub (new or existing) See BIM 360 Team: Contract Assignment Workflow. You can create a Team Hub from here: https://team.bim360.com NOTE: this can only be done by the Contract Manager for the Collaboration for Revit software.
a. Log in to your Autodesk account. Manage.autodesk.com Under the management tab and All Products, locate the BIM 360 Team/Collaboration for Revit contract.
b. Click “Access Now” located at the far right. NOTE: The contract manager is automatically assigned a license but can later reassign that license to another user. This is required, in-order to be able to set up the software.
c. Assign the Collaboration for Revit to a Team Hub. If not available from drop down, enter the hub URL and assign the contract.
d. Once assigned, details will show up on the Team Hub dashboard.

Step 3: Provide user access to the Collaboration for Revit licenses. The contract manager assigns named users to each license of Collaboration for Revit. This is done through the manage.autodesk.com account access.

Step 4: Invite users to the Team Hub. From the Team Hub, select the “members & roles” tab and “Invite” users.  BIM 360 Team: Contract Assignment Workflow.

Step 5: Time to create a project to host the Revit models. From the Team Hub projects tab, select “create project.”

Step 6: Invite members to the project by opening the project and selecting “invite.”

NOTE: If using Revit 2015 or 2016, each user must install the Collaboration for Revit add-in. You can do so from your Autodesk account by selecting “Collaboration for Revit.”

Learn more about C4R

The Collaboration for Revit® service helps project teams from multiple disciplines, locations, or firms to collaborate in the cloud with centralized access to Revit models. Read more about how Collaboration for Revit can help you and your team.