Configure Mandatory Trimble ID

Configure an existing enterprise to require users to log in with Trimble ID.

Note: As of the 2024 R10 release, any new enterprises created in Traqspera are configured for mandatory Trimble ID by default.

The following procedure lists the steps that customers must take to configure mandatory Trimble ID and the steps that Trimble Viewpoint Support will take to assist you.

  1. For customers: Prepare your enterprise for mandatory Trimble ID:
    1. From the User Management page (Settings > User Management), Verify Trimble ID Users.
    2. Confirm that at least one system administrator in your enterprise is connected to a user and linked to a Trimble ID.
      Important: If no one in the enterprise is linked to a Trimble ID, you will lose access to your portal when you enable mandatory Trimble ID.

    3. Migrate all users to Trimble ID following a schedule that makes the most sense for your organization. See Migrate a Traqspera Account to Trimble ID for instructions.
      Tip: We recommend that you migrate user accounts by department. Some organizations may need more time than others depending on the number of users. You can track your progress using the Linked To Trimble ID column on the User Management page.
    4. Set a date and time for the transition to mandatory Trimble ID. Communicate this information to your users. We recommend choosing a timeframe at the end of a workday.
    5. After all user accounts have been migrated to Trimble ID, submit a ticket through the Viewpoint Customer Portal asking to have mandatory Trimble ID enabled for your enterprise. Include a date and time that you would like to have this change made.
  2. For Trimble Viewpoint Support: Enable mandatory Trimble ID in coordination with the customer and their requested timeframe:
    1. Access the customer's portal, and select Settings > User Management.
    2. In the list of Users, review the Linked To TID column.
    3. Confirm that all current user accounts have been linked to a Trimble ID. If not, work with the customer to have those user accounts migrated.
    4. If all users have been linked to a Trimble ID, select Settings > Global Admin Settings > Tenant Management.
    5. Enable the setting Require Trimble ID to Log In.
      Important: Once you enable this setting, users who are not linked to a Trimble ID will lose access to the selected enterprise. In addition, only a super admin can disable this setting.

  3. For customers:

    • Your portal login page will now default to the Sign In page for Trimble ID.

    • All users with accounts connected to a Trimble ID can log in to your portal using their Trimble ID.

    • When you add a new user, they will receive an invitation to either sign in or create their account.