You must upgrade your system for Trimble ID before performing Unified User Management.
Watch this video for an overview of the upgrade to Trimble ID.
For instructions on how to move your systems to Trimble ID, see Configure Mandatory Trimble ID.
Frequently Asked Questions
- What are the best practices for moving to Mandatory Trimble ID in Traqspera?
- To determine the best practice, consider the number
of users that will be affected.
- If only a handful of users are affected, you may want to unify and work directly with the handful of affected users.
- If a large number of users are affected, you should develop a strategy.
- How can I analyze the number of users that will be affected when I enable Mandatory Trimble ID in Traqspera?
- Review the users in Traqspera that are
not on Trimble ID.
Tip: Look for users with an Invite button.
- Open https://hr.viewpoint.com and navigate to the HR Role Management page.
- Copy the email of the users who do not have a Trimble ID into HR Role Management.
If the user exists, they will be automatically upgraded to a Trimble ID login when you unify. After unification, be sure to alert the employee that they must log into Traqspera using their Trimble ID.
If the user is not in HR, they will be locked out of Traqspera once you unify. These users must create a Trimble ID and link it to their legacy Traqspera account. This is a complicated process. We recommend doing this before your unification date or creating a set time to help users on the day you unify.- Review the users in Traqspera that are
not on Trimble ID.