User Roles and Data Access
The Trimble Construction One user role controls what the user can see and do in Viewpoint Team™, Trimble Construction One Analytics™, Viewpoint HR Management™, or Automatic Invoicing, and whether or not a user can access the Admin Center.
See the following sections for details on each user setting:
Enterprise Roles
The Enterprise Role determines who has the Enterprise Admin level of access.
| Role | Description |
|---|---|
| User | Most users have this access level. Contacts who are invited to create a login are given this access level. These users cannot access the Admin Center. Note: This setting alone does not provide access to Team. To work in Team, users must also have a Project Comm. role of User, Reviewer, or Admin. |
| Enterprise Admin | These users can access the Admin Center and modify other users and system settings. This access should be limited to trusted individuals within your own organization. For Team, these users can assign a Project Manager to a project. For the Employee Self-Service module of HR Management, these users can perform the same administrative tasks as HR admins. |
Project Communication Roles
The Project Communication (Project Comm.) role determines what a user can see and do in Team.
| Role | Description |
|---|---|
| User | Most users have this access level. This allows them to work in Team. Contacts who are invited to create a login are given this access level. |
| Reviewer | Reviewers can be invited to Team projects for review-only purposes. They can view all work items, and comment on those work items, but cannot edit anything. |
| Admin | In addition to working in Team, these users can add, manage, and delete projects. They can also assign a Project Manager to a project. Note: This setting does not provide access to the Admin Center. To access the Admin Center Team, a user must have an Enterprise Role of Enterprise Admin. |
Analytics Roles
The Analytics role determines what a user can see or do in Trimble Construction One Analytics.
| Role | Description |
|---|---|
| User | Most users have this access level.User permissions are defined by the Permissions Group to which a user is assigned. For more details, see Access Levels for Permission Groups. |
| Reviewer |
Permissions are defined by the Permissions Group to which a user is assigned. For more details, see Access Levels for Permission Groups. |
| Admin |
Admins have full permissions to view, create, edit, and delete reports, tags, and permission groups. |
Analytics Features
The Analytics Features setting determines what features the user can access in Trimble Construction One Analytics. For details about the different features see About Trimble Construction One Analytics.
| Feature | Description |
|---|---|
| Dashboards | The Dashboards feature in Trimble Construction One
Analytics provides detailed visualizations of your ERP data (Vista and Spectrum). It includes:
|
| Paginated Reports | Paginated Reports in Trimble Construction One Analytics enable you to view and share reports for data in Vista and Vista Web without accessing those applications directly. Paginated Reports requires an Analytics license. |
| Vista Reports | Vista Reports provide access to your Vista Crystal Reports on the web from Trimble Construction One Analytics without opening Vista. The Vista Reports feature requires an Analytics license. |
HR Management Roles
The HR Management role determines what a user can do in HR Management for Spectrum.
| Role | Description |
|---|---|
| Admin | In addition to working in Onboarding and Employee
Self-Service, these users can create and assign HR specialist permissions. Note: This setting does not provide access to the Admin Center. To access the Admin Center, a user must have an Enterprise Role of Enterprise Admin. |
| Specialist | Most HR team members have this access level. This allows them to work in Onboarding and Employee
Self-Service. Contacts who are invited to create a login are given this access level. Important: HR Specialists must be assigned to a profile group in Onboarding or a permission group in Employee
Self-Service in order to see any information after logging in. |
| None | Employee users whose accounts have been migrated to Trimble Construction One should have this role. These users require specific security setup before their accounts can be migrated. See Migrate Spectrum Operators to Trimble Construction One (Trimble ID) for details. |
Accounts Payable Roles
The Accounts Payable role determines whether or not a user can access Automatic Invoicing, and other permissions regarding batches.
| Role | Description |
|---|---|
| User | The User can access Automatic Invoicing. |
| None | No access to Automatic Invoicing. |
| Admin | The Admin can access Automatic Invoicing and delete batches created by any user in the Enterprise. Whereas, Users can only delete the batches they created. The Admin can also add an account to the Inbox. |
