Add or Remove Trimble Pay Users

Users with the Admin role can manage the list of all Trimble Pay users.

You must be a company Admin to take these steps. If you are not an Admin, you can request the role from any current company Admin. To review role definitions, see Company User Roles.
Important: If the user that needs to be removed is the only one with the Admin role, contact Support for assistance.
  1. Log in as an Admin.
  2. In the left-hand sidebar, select Company settings.
  3. Among the tabs at the top of the screen, select Manage team.
  4. On the right-hand side of the screen, select Edit.
  5. To add a new user to Trimble Pay:
    1. Select Add member.
    2. Enter the user's email address.
    3. Assign appropriate permissions. For more information, see Company User Roles.
    4. Select Save.
    A confirmation banner appears. An email notification is sent to the user's email inbox, but the new record status remains at Pending until the new user creates their account.
  6. To remove a user's access to the Trimble Pay application:
    1. Locate the user record and select the row's trash can icon.
      A confirmation dialog box appears.
    2. To confirm deletion of this user record, select Yes.
    A confirmation banner appears. The user can no longer connect to or access any company projects.
Each Trimble Pay user you add may also need to be added to one or more projects. See Add Project Members.