Set up managed Trimble ID users one at a time.
You must be a System Admin to complete these steps.
Before you can assign
managed users in the portal, you must set them up in Vista as PR Employees. For
details, see Configure Trimble ID Managed User Logins.Admins can create a managed
user for any portal user who does not have a
Viewpoint VP User Name
and is not already associated with a
VA User or
native Trimble ID
account.
To assign multiple managed users at once,
see Bulk Import Managed Users.
-
In Vista Web, go to .
-
In the Module Bundle dropdwn, select User Setup.
- For the user you want to assign as a managed user,
select the gear icon
next to their name and choose Assign Managed User. - In the Assign Managed User window, choose to create either a New
Managed User or an Existing Managed
User.
Note: If the user is not
currently configured to receive password notifications automatically,
meaning they do not have an email or phone number on file, you will see
a warning message. You must manually create the temporary password and
share the credentials with the user. You cannot auto-generate passwords
for users missing an email address.
To create a New Managed User:
-
If your portal is not set up to
auto-generate managed user names, enter a User Name in the
field. Managed
usernames must be between 3 and 50 characters and can contain only
letters, numbers, hyphens, or underscores.
Note: To auto-generate managed user names in a
specific pattern for all of your users, admins can choose a username pattern in
the portal setting TID Managed Users Auto-Naming Pattern.
The User Name will auto-populate based on the pattern
selected in the setting.
- To automatically generate the temporary password, keep the
Generate Password checkbox selected.
If you want to manually assign a password,
deselect the checkbox and enter your own password. The password must
include 6 or more characters, at least one uppercase letter, at
least one lowercase letter, and at least one number. Special
characters are not permitted.
To assign an Existing Managed User:
- Select the Assign
Existing Managed User dropdown and choose a user from
the list.
This allows you to assign that user to an existing
managed user account after you have unlinked them. This is useful if
your user is switching companies or if you needed to unlink them for
troubleshooting purposes. Note that the search is case-sensitive and
all Trimble ID usernames are lowercase. You can search by the user’s
name or username.
- Select Submit.
If you created a new
managed user, this user will receive an email or text (depending on
how the portal setting TID
Notification Preferences is set up) with their new managed user
credentials.
If the user has no email or phone number entered, the admin is
responsible for sharing the username and temporary password.
If you assigned the user to an existing managed user, they will
be connected to the existing employee record, and can log in with the existing
account credentials. After the initial login, they will be prompted to update their
password.
