The Getting Started guide for Vista Web contains the fundamental documentation required by system administrators to deploy, configure, license, and maintain the employee portal environment.
Review the summaries below to locate the specific guides, workflows, and configurations needed for your implementation phase.
- Employee Portal Setup: Before you can enable specific functional
modules within your employee portal, your environment must be properly prepared.
This section outlines essential pre-installation and server requirements, browser
and operating system compatibility, core setup steps, and more.Tip: Before activating any new Vista Web modules, verify your global portal security and administrator settings, as requirements may vary between different modules.
- Trimble Licensing in Vista Web: Ensure your team has the right access levels by effectively managing user seats. This section guides you through assigning Managed or Native User Licenses across both the Admin Console and the Vista Web Portal Settings page.
- Update the Portal: Keep your deployment running smoothly with the latest features and security patches.
- Administrative Pages: This section explores the backend management tools available to portal administrators. Learn how to navigate the portal settings tree, assign administrative roles, establish approval permissions, and more.
- Transition a Test Company to a Live Company: Ensure a seamless and error-free transition when moving from a sandbox testing instance to your production environment.
- Configure Welcome Email: Automate onboarding communications for your workforce. This guide shows you how to enable, format, and customize the automated welcome messages and login instructions sent to new employees immediately upon their initial account creation or portal enrollment.
- Additional Options: Explore specialized or less frequently modified system maintenance utilities.
- User Guides: Access documentation designed specifically for your workforce. This section acts as a repository for end-user instruction manuals, guiding standard employees on how to navigate the web portal interface, interact with assigned workflows, and complete self-service tasks.
- Frequently Asked Questions: Administration: Find immediate answers to everyday administrative problems.
- About Trimble Assistant for Vista Web: Learn how to maximize your in-app support tools. This section introduces the Trimble Assistant feature embedded within the Vista Web interface, detailing how it works to provide context-aware documentation and real-time navigation assistance to users.