Create a VA User Profile for a Vista Web User

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.

  1. In Vista, go to Viewpoint Administration > Programs > VA User Profile.
  2. Create a new record, or select an existing user from the grid.
  3. 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.
  4. In the User Type dropdown field, select Vista.
  5. 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.

  6. 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.

  7. The License Type defaults to Office. Keep this value.
  8. 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.

  9. To set up an SSO account for Trimble ID logins, select the Is SSO Account checkbox.
  10. Finish entering additional user information.
  11. Select Save.