Some Vista Web users require a
Vista VA User Profile to complete certain tasks. These Vista Web users include reviewers, Office Tools users, those
needing access to the Vista application, and others.
Vista security impacts the data
that users are able to view in the web portal. This setup relies on the user's VA User
Profile being connected to the payroll company and employee number that they use to log
in to the portal.For example, if a manager can log in but cannot
view information for employees that they manage, it is most likely because this
manager's VA User Profile is not connected to the payroll company and employee
number they use to log in to the portal.
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In Vista, go to .
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Create a new record, or select an existing user
from the grid.
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For a new user record, enter a User Name.
Note: If you are setting this user up for SSO
login with Trimble ID, enter the user's email
address as their user name.
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In the User Type dropdown field,
select Vista.
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Enter or update the PR Co and Employee fields.
- PR
Co: The payroll company that the user belongs to. Press
F4 for a list of valid companies.
- Employee: The employee number to associate with the
user. Press F4 for a list of employees.
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Enter the user's Email Address in the field.
If this user will be a reviewer, they must have their email entered so they
receive notifications of documents requiring their review.
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The License Type defaults to
Office. Keep this value.
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To set up a user who
only accesses the web portal and does not access Vista, select the Deactivated checkbox.
These users can still create and approve documents as
configured in the Vista Web portal, but their
deactivated Vista account does not consume a Vista license. Deactivated Vista users
cannot log in to the Vista application.
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To set up an SSO
account for Trimble ID logins, select the Is SSO Account
checkbox.
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Finish entering additional user information.
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Select Save.
