Create a Vista SQL User in VA User Profile

Legacy cloud or on-premises customers can set up Vista users in VA User Profile with SQL classic credentials, requiring a SQL username and password to access the Vista application.

In order to complete this process, you must have access to the VA Password form. For instructions, see Apply Form Security Settings.
Important: If you are a Trimble Construction One cloud-hosted Vista customer, this option to create new users with classic credentials (SQL or Windows logins) will no longer be supported in the fall of 2025. At that point, you should Create a Vista User SSO Account with Trimble ID when setting up new Vista users.

Legacy cloud and on-premises customers will still be able to set up new users with classic credentials.

  1. From the Vista main menu, go to Viewpoint Administration > Programs > VA User Profile.

    For more information about this form, see VA User Profile.

  2. At the top of the form, select the New Record icon () in the toolbar.
  3. In the User Name field, enter the user's login name.
    See User Name for instructions on how to select and format a user name.
    Tip: Press F1 to see additional Help on any field in the form.
  4. Enter the user's User Name.
  5. In the User Type dropdown field, select Vista.
  6. On the Info tab, enter additional user information in the upper portion of the form.

    If you are a cloud-hosted organization with a Named User License (NUL) license model, choose a License Type from the dropdown.

  7. Use the Form & Report Options section to set the user's general settings.
    Note: This form and the User Options form (Options > User Options from the main menu) update one another. However, not all of the fields in this section update the User Options form. Refer to the User Options F1 help for each field to determine how updates between the forms occur.
  8. Use the Defaults section to set default values for the specific user.
  9. Use the Permissions section to set the user's ability to modify main menu or form settings, and to determine if the user can view earnings rates in the PR Timecard Entry form.
  10. Use the Override Max # of Rows Returned section to limit data records in lookups, the attachment lister, and forms.
  11. Use the Menu Options section to set the user's menu options.
    Note: The fields in this section update options in the View and Options menus on the main menu (and vice versa). Refer to the F1 help for each field to determine whether it updates the View or Options menu selections.
  12. To automatically log this user out of the application after a specific number of minutes of idle time, select the Auto-Log Off checkbox.
  13. To prevent lookup columns from auto-sizing to their contents for this user, clear the Auto Size Lookup Columns checkbox.
  14. Enable Leave Requests for this employee.
  15. Set Timesheet Permissions for the user.
  16. If the user will be using the Project Management module, complete the PM Error Corrections and Create and Send sections.
  17. In the Security Groups tab, Add the User to a Security Group.
  18. In the Notification Prefs tab, Set User Notification Preferences for the user, as necessary.
  19. If the user will be using Viewpoint For Projects™, complete the fields in the Project Collaboration tab.
  20. Save the record. If any of the changes impact this form, you may need to close and reopen Vista to see the effect of those changes.
    If this user has not been set up in Microsoft SQL Server, and is not a domain user, the system displays a message that the system will attempt to create a SQL Server login.
  21. Select Close.
    Note: If the user name contains a domain name, it is assumed that you have created a SQL login and the system doesn't attempt to create one.

    The VA Password form opens.

  22. Enter and confirm the password in the appropriate fields and select OK.
    The system creates the required SQL server login (if the user does not already have one), so that the user can access information from the Vista database.
  23. Save the record.
Share the login credentials with the new user so they can log in to Vista.