CONTACT SUPPORT

User Management Fields

The following table provides descriptions for the fields shown on the User Management page.

Access the User Management page from the Settings menu.

User Management fields are grouped in the following sections:

Buttons
Filters
Columns

Buttons


Button	Description
Managed Users Settings	Opens the modal where you configure portal-wide Managed user settings, including the short code and username format. For more information, see Configure Managed Users.
Bulk Convert	Starts the bulk convert wizard to convert Legacy users to Managed users. For more information, see Bulk Convert Legacy Users.
Invite Unlinked Users to TID	Resends Trimble ID invitations to users whose invites have expired.
Invite From Spectrum	Launches the invitation assistant to guide you through the steps for adding users from Spectrum. For more information, see Invite Users From Spectrum
New User	Allows you to add individual users manually. For more information, see Add External Users.
Download User & Permissions CSV	Allows you to download a .CSV version of the Traqspera User Report, which you can use to audit license counts, roles, and permissions by user. You can open and review the report in Excel. Note: This button displays only for users who have Manage Permissions enabled (Settings & Permissions > System Administration).
Merge Report	Opens a report displaying how Traqspera users were linked to HR Management for Spectrumusers during Unification.

Filters


Filter	Description
Search	Allows you to search for a specific user by name.
Company	Allows you to filter the list of users by company. You can select more than one company. Note: This filter displays only if you have multiple companies in your enterprise.
Log In Type	Allows you to filter the list of users by log in type: Trimble ID, Managed, or Legacy. For more information, see User Types.
Role	Allows you to filter the list of users by role. You can select more than one role.
License	Allows you to filter the list of users by license type. You can select more than one license.
System Access	Allows you to filter the list of users by one of the following access levels: No Trimble ID: The employee has not yet been invited to Trimble ID. Invited: The employee was sent an email invitation to Traqspera but has not yet signed in. Invites expire after 48 hours. Invite Expired: The employee's email invitation to Traqspera has expired. Full: The default access level for active users in a company. Limited: The access level for employee accounts with a status of terminated, inactive, resigned, rehired, or deceased. This access level restricts portal access to the employee's pay stubs and tax documents in Earnings, their Timesheet Review page, and their contact information in Personal Info. Accounts with this access level do not consume a user license. No Access: These users cannot log in to Traqspera. If you have multiple companies and you: Have filtered the user list by company, users with No Access cannot log in to the selected company. Have not filtered the list by company, users with No Access do not have access to any companies in your portal and cannot log in.

Columns


Columm Header	Description
Full Name	The first name and last name on file for this user.
Username or Email	For Trimble ID users, the email address on file for this user. For Managed users, the username on file for this user.
Log in Type	The user's log in type. For more information, see User Types.
Company(s)	The company or companies this user can access in Traqspera. Note: This column displays only if you have multiple companies in your enterprise.
License(s)	The licenses that have been assigned to a user. Note: This column only displays licenses for Full or Limited users. If there are no Full or Limited users, it displays the licenses attached to the primary account.
Employee Account(s)	The number of employee accounts that have been linked to this user.
Last Active	The date and time of the user's most recent login.
System Access	The user's access level in your portal: No Trimble ID: The employee has not yet been invited to Trimble ID. Invited: The employee was sent an email invitation to Traqspera but has not yet signed in. Invites expire after 48 hours. Invite Expired: The employee's email invitation to Traqspera has expired. Full: The default access level for active users in a company. Limited: The access level for employee accounts with a status of terminated, inactive, resigned, rehired, or deceased. This access level restricts portal access to the employee's pay stubs and tax documents in Earnings, their Timesheet Review page, and their contact information in Personal Info. Accounts with this access level do not consume a user license. No Access: These users cannot log in to Traqspera. If you have multiple companies and you: Have filtered the user list by company, users with No Access cannot log in to the selected company. Have not filtered the list by company, users with No Access do not have access to any companies in your portal and cannot log in.

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