Automatically Assign Trimble ID Managed Users

Streamline the new hire process by automatically assigning managed users from the User Access page.

You must be an admin to use this feature. Make sure you Configure Trimble ID Managed User Logins. You can also Configure Welcome Email for Trimble ID Managed Users.
  1. In order for this feature to work, you must first configure the following portal settings. Go to Admin > Portal Settings > Security / Login > Single Sign On:
    • TID Managed Users Auto-Naming Pattern: Select a pattern for naming your managed users. Users will be assigned according to this username pattern. To configure this setting, see the details in the article Configure Trimble ID Managed User Logins.
    • Managed User Designation Group: Create and enter an employee group to include the users who are set up to be managed users but who are not yet assigned a user name. For more details about creating this employee group, see Configure Welcome Email for Trimble ID Managed Users.
  2. On the User Access page, select More and choose Auto Assign Managed Users.
  3. In the Auto Assign Managed Users popup window, you can see how many new unassigned managed users you will be assigning. Select Proceed to start the process, which runs in the background.

    If there are errors for one or more users, the bell notification displays a warning message. The warning message displays the number of users successfully assigned and the number of users with errors.

  4. Select the message to download a CSV file that contains the errors.
Users successfully assigned will receive a managed users welcome email with their login credentials.