In Vista Web, you can set up users with a Trimble ID login that uses their email address as a username. This type of Trimble ID user is referred to as a native user, who typically has a company email address and whose credentials are managed through Trimble ID.
Users who previously logged in using SSO with Viewpoint ID will be native Trimble ID users.
Native Trimble ID Users
- Credentials: Email address, typically a company email address. Example for sample user, Charlie Day: charlie_day@trimble.com
- Login managed by: Trimble ID
- Typically used by: Employees with a company email address, employees who previously used SSO with Viewpoint ID
Example native Trimble ID username:
Native Trimble ID user also:
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Have company email address
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Needs access to Vista Web Office Tools
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Needs to access Vista and Vista Web portal or another Trimble product
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Have a VA User Profile in Vista but does not log into Vista
To learn more about both types, see Trimble ID Logins for Vista Web.
Steps to Set Up Trimble ID Native Users in Vista Web
- 1. Configure Trimble ID Native User Logins
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- Make sure Trimble ID is enabled for your Vista application and Vista Web portal.
- Configure Vista Web Trimble ID portal settings.
- Each user should have their email
address on their Vista VA User Profile or PR Employee record
in order to log in using native Trimble ID. The email address must be unique and cannot
exist on another employee's record or in another PR company.
If users do not have their email entered in Vista, they will
be able to Manually Link Trimble ID to Their
Portal Profile.Note: Manual linking can be disabled with the portal setting .
To allow users to log in automatically without a PIN prompt, enter the user's email address in any one of the following Vista record fields. The portal searches these fields in hierarchical order to locate a matching profile:
- Vista
VA User Profile: Set the User Name
field to the user's email address. Note: The PR Company and PR Employee numbers must also be assigned on the VA User record for the portal to associate the account.Note: If you have enabled the portal setting Ignore VA user profile emails in Logic located under , the portal will not use the email address set up on the VA User Profile.
- Vista PR Employees (Work Email): Enter the user's email address in the Work Email field (Vista R26.3+ / Vista Web 1.26.2+).
- Vista PR Employees (Standard Email): Enter the user's email address in the standard Email Address field if Work Email is not configured.
For details, see Configure Trimble ID Native User Logins.
- 2. Instruct users to create their Trimble ID
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Provide your users with the following instructions on how to Create a Trimble ID to Sign in to Vista Web.
- 3. Instruct users to sign in with their new Trimble ID
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Provide your users with the following instructions on how to Sign in to Vista Web with Trimble ID.
- 4. Troubleshoot native Trimble ID users
If your users are having issues logging in with Trimble ID, and you completed all configuration and setup steps, review the troubleshooting options for native Trimble ID users outlined in this article: Troubleshoot Trimble ID Issues.
User logs in with Trimble ID but displays a legacy (.yy7) username: If a native user signs into Vista Web with Trimble ID and sees their legacy Vista username (such as j.wilson1.yy7) in the upper-right corner header, their new VA user profile in Vista is missing their PR Company and PR Employee numbers. Populate these fields on the VA User record in Vista to resolve the display issue on subsequent logins.