Licensed user counts / Contracted users by module
| Shows the total number of licensed users compared to the total
contracted users by module. If you have more licensed users than
contracted users, the number of licensed users shows in red. See About Module Bundles and Licensing for
details on how user licenses are counted. Important: If the licensed user count
shows in red, you currently have more licensed users than contracted
users and may be billed for an overage (you will also see a flag on
the menu). To prevent overage charges, ensure that the
number of licensed users does not exceed the number of contracted
users. Billing overages are based on the highest number of excess
Licensed Users for a month. Note: A warning displays if your license data is not
showing. This indicates an issue with the link between your Customer
ID and Trimble's records. If you receive this error for a live or
test portal, enter a case in the Customer Support
Portal, and include your Customer ID as shown on the
Portal Settings page. |
| Filter Type | Allows you to filter the page by PR Groups or Employee Groups. Other
dropdown fields in the header change based on the Filter Type that you
select:- If you select PR Groups, the PRCo and PR
Group dropdowns are available for selection.
- If you select Employee Group, the Employee
Group dropdown is available for selection.
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| Module Bundle | Displays a list of available modules by bundle. Following is an
overview of each bundle. For more details on these bundles and how user
licenses are counted, see About Module Bundles and Licensing.- General: Use to assign System Admins, set
up a user's Timecard/Time Off Manager, and configure other
general options for users.
- HR
Management: Assign users access to Self-Service
modules (such as Timecards, Earnings, and Personal Info), Time
Off, and the Expense module. Optionally, assign default
performance reviewers to employees on the Performance page.
- Financial
Controls: Assign users access to Financial
Controls modules, such as AP Check Review, and to the Purchase
Orders module.
Note: The Purchase Order module can be
used through a Field Management or a Financial Controls
license.
- Field Management:
Assign users access to the Equipment module, Field Tools, Crew
Timecard options, such as FM Mobile and FM Grid Time, and
Purchase Orders.
Licensed users of Field Management who have FM Grid
Time enabled can use the HR Timecard and HR Grid Timecard
without being counted as licensed users of HR
Management. Note: Licensed users of Field Management who have FM Grid Time enabled can use the HR
Timecard and HR Grid Timecard without being counted as licensed users of HR
Management. - Field
Service: Assign users access to Field Service,
the HR Timecard (standard timecard), and the Service Manager
Dashboard.
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| Filter | Allows you to view and edit user access based on Employee Status
(All / Active / Inactive) or filter by locked-out employees.- Inactive employees appear with an (I)
next to their name. Inactive employees will only be able to
access to their personal information and earnings, but you may
turn off this access by deselecting all modules for those
users.
- Locked-out employees (users who have attempted too many failed
password attempts) will have a red sign next to their
name.
Note: The number of failed password attempts allowed is based on the
portal setting Failed Password
Lockout - Number of failed password attempts before
the user is locked out on next attempt
available under
|
More button  | Allows you to perform the following actions for multiple users at a
time:- Send Bulk Welcome
Email: Use to send a welcome email to all users
who have not logged in to the portal. Configure the welcome
email in .
- Send Bulk Mobile
Invite: Use to send a bulk email invitation to
all users who have been given access to FM Mobile but have not
received an email invitation yet. For information on sending
invitations to mobile users, see Sending Mobile App
Invitations.
- Download
Paperless Audit: If you have enabled any
paperless settings, you can download a report showing what each
user opted in or out of for those settings. See Configure
Paperless Consent for more information.
Note: To view a list of generated reports for Download Paperless Audits or Export License Report, select the Bell icon on the navigation bar. Once selected, a list of report tiles display. To download your report, select the tile, or to remove a report tile, select x. - Set up Named Login
Users: Use to assign System Admin rights to an
employee who does not have a PR Employee profile in Vista. This
user will not have access to any modules but will have access to
the Core System Admin Pages (Approval Permissions, Admin Roles,
User Access, Employee Groups, Login Auditing, Mail Log, Manage
Lookups, Portal Settings). For more details, see Set up a Named Login User as a System
Admin.
Note: This setting is not
available for Security Admins. - Export License
Report: Use to download a report of user counts
by module and bundle (HR Management, Financial Controls, Field
Management, and Field Service). The report shows only users who
currently have access and are being counted. For more details on
these bundles and how user licenses are counted, see About Module Bundles and
Licensing.
- Bulk Unlink TID: Select this option to
unlink Trimble ID from all user profiles for the Payroll Company
selected.
Note: If your company
is still using Viewpoint ID, you will see VPID here.
|
Gear icon  | Allows you to perform the following actions
for individual users:- Show Paperless
Settings: If you have enabled any paperless
settings, you can review the options that the user has consented
to or opted out of. For information on setting up paperless
options, see Configure Paperless Consent.
- Set Initial Password / Change
Password: Allows you to set initial an initial
password for a user who has never logged in to the portal or
change a password for a user who has already logged in to the
portal.
Note: Password changes affect the
user's PR Employee login. If you are using Windows
authentication, resetting this password does not impact
the user's Windows password or login.
- Unlock User: Displays for locked-out users
only. Allows you to unlock an account for a user who has entered
a bad password too many times.
- Send Welcome
Email: Allows you to send a welcome email to a user
who has never logged in to the portal. (this option does not
display for active users). Configure the welcome email in
.
- Unlink TID:
Displays for users who have linked their Trimble profile
to their portal login. Select this option to unlink that user's
Trimble profile from their Vista
Web portal account.
Note: If your company
is still using Viewpoint ID, you will see VPID here.
- Download Employee
Group Detail: Allows you to run a report of all
employee groups that a user belongs to and the user's role in
each group, including groups assigned to portal settings.
Note: To view a list of generated reports, select the Bell icon on the navigation bar. Once selected, a list of report tiles display. To download your report, select the tile, or to remove a report tile, select x. |
| Refresh Users | Use to refresh the list of users shown in the grid based on
selected filters. |
