Enterprise Administrators can use the Bulk Update Roles option to modify roles
and access to Analytics features for multiple users at once.
You can use Bulk Update Roles to change the following roles and
features:
- Enterprise Role
- Project Communications Role
- Analytics Role
- Analytics Features
- Accounts Payable Role
When you select Bulk Update Roles, you will be able to download a formatted .csv
template (either pre-populated with the settings for all users in your enterprise,
or empty) that you can use to make your changes to users's roles and features. Once
you have modified the . csv template with your changes, you can then upload it to
apply the changes.
- If you haven't already, log in to Trimble Construction One.
- Select your name in the upper right corner and select
Admin Center.Note: If you don't see
Admin Center, you have not been set up as an administrator. Contact your System Administrator for assistance.
If you have more than one enterprise, select it from the Admin Center list.
The selected Enterprise Info tab appears.
- Select the User Management tab.
-
Select Bulk Update Roles.
From the Bulk Update Roles dialog, you
can update users' roles by uploading a formatted .csv file, which includes the
changes you want to make. To ensure the correct formatting, select one of the
links in the dialog to download a .csv template that you can use for your
changes.
-
Modify the downloaded template to change users' permissions as needed.
Note the following:
- The name and email for each user must match what already exists in
Trimble Construction One.
- You can include a subset of users in the .csv file. When you upload the
file, Trimble Construction One will update only
the users you have modified.
- For the Analytics Features
field in the template, make sure to separate each feature with the pipe
character, and no spaces between the features (for example,
Dashboards|Vista Reports). To view more examples of the formatting for
that field, download the prepopulated template.
- When you upload your updated .csv file, if a field
that specifes a role contains an invalid value, that field will default
to None. To
view valid options for each role, you can select the Edit option for a
user on the User Management page or refer to User Roles and
Access Levels.
- For inactive users, you cannot modify permissions.
-
When you have finished modifying the template, upload it as a .csv file by
either dragging it to the Bulk Update Roles dialog or
selecting the browse option and navigating to the file. Then select
Import.
A message indicates if the import is
successful, and displays any errors that were logged during the import. To
download a list of the errors in a text file, select
Export
Errors.
If the import is not successful, a
message indicates that there was an error. In that case, check the
formatting of the fields you modified in the .csv file. You can download the
prepopulated template for examples of valid entries and expected formatting.
Note: Updating user accounts can take up to a few
minutes. Leave the Bulk Update Roles dialog open until the Import Completed
message appears. Closing it too early could result in a loss of your
changes.
-
Once you have successfully imported your changes, select
Finish.
