Create a Vista User SSO Account with Trimble ID

Create a user with a Trimble ID single sign-on (SSO) account in Vista.

In order to complete this process, you must have access to the VA Password form. For instructions, see Apply Form Security Settings.
Note: Once implemented in early 2025, Trimble ID will be available to Trimble Construction One cloud-hosted Vista customers only.

If you are a legacy cloud or on-premises customer, contact your account representative to learn about how you can transition to the modern cloud and gain access to all the latest features.

  1. From the Vista main menu, go to Viewpoint Administration > Programs > 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 email address.

    The user name must be an email address in order to set up the Vista account for Trimble ID.

  4. In the User Type dropdown field, select Vista.
  5. Enter the user's Full Name and ensure the Email Address matches the User Name.
  6. Select the Is SSO Account checkbox when creating the new user.

    With this checkbox selected, Vista bypasses the creation of a SQL account for this user, and instead creates an SSO record based on the user's email address.

    Note: If you do not select the Is SSO Account when creating a new Vista account, the user will still be able to go through the Trimble ID account migration process and log into Vista. When this happens, the system will deactivate the original non-SSO account you set up and create a new SSO account for the user. To avoid these duplicate deactivated accounts, always select the Is SSO Account checkbox when creating new Vista users.
  7. Configure additional settings and permissions for the user.
    1. Use the Form & Report Options section to set general settings for the user.
      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.
    2. Use the Defaults section to set default values for the specific user.
    3. 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.
    4. Use the Override Max # of Rows Returned section to limit data records in lookups, the attachment lister, and forms.
    5. 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.
    6. To automatically log this user out of the application after a specific number of minutes of idle time, select the Auto-Log Off checkbox.
    7. To prevent lookup columns from auto-sizing to their contents for this user, clear the Auto Size Lookup Columns checkbox.
    8. Enable Leave Requests for this employee.
    9. Set Timesheet Permissions for the user.
    10. If the user will be using the Project Management module, complete the PM Error Corrections and Create and Send sections.
    11. In the Security Groups tab, Add the User to a Security Group.
    12. In the Notification Prefs tab, Set User Notification Preferences for the user, as necessary.
  8. Save the new user record.
Note: If there is an email mismatch, the system will automatically change the User Name to match the Email Address.

After applying security and other settings, ask your user to Log in to Vista Using Trimble ID. When the user signs in using Trimble ID, their new Vista SSO account links to their Trimble ID.

For more information, watch this video about creating Vista accounts: Trimble ID Account Creation for Vista - Video.