Managed Trimble ID users have credentials managed directly through the Vista Web portal and do not have an affiliated email address. Set up your web portal and configure your users so they can sign in using managed Trimble ID credentials.

1. In Vista Web, configure portal settings for Trimble ID managed users. Go to Admin > Portal Settings > Security / Login.
   1. Expand the Single Sign On section, and select the checkbox for Enable SSO through TC1 login. This setting enables the Sign In with Trimble ID option on the login page.
   2. To have the portal automatically generate user names for your new managed users, choose a naming pattern in the setting TID Managed Users Auto-Naming Pattern.
      • No Auto Assignment (Default): The system won't automatically generate a name, admins must manually enter one.
      • FirstName_LastName: Creates a user name by combining the employee's first and last names, separated by an underscore (example: Charlie_Day).
      • PhoneNumber: The user name is the employee's phone number
      • SortName: The system uses the employee's SortName value.
      • Employee Number: The user name is the employee's unique Employee Number.
        Note: This option does not currently auto-generate usernames if you use the import template to bulk import managed users.
      • PRCo_EmployeeNumber: The system uses the employee's PR Company number and their Employee Number, separated by an underscore (example: 1_100).
   3. In the setting Managed User Welcome Email Template Verbiage, you can set up a welcome email specifically for managed users, so that when these users are assigned as managed users, they receive an email with their credentials.

      For details, see Configure Welcome Email for Trimble ID Managed Users.

   4. In the General Configuration section, for the TID Notification Preferences setting, choose the communication method to notify your users when connecting their Trimble ID account to their portal profile. Choose between:
      • E: Email only – default value
      • S: SMS only (via Twilio)
      • ES: Email if populated, SMS secondary (via Twilio)
      • SE: SMS if populated (via Twilio), email secondary

      Note: SMS will work only if you have a Twilio integration.
2. Set up your managed users as PR Employee Users in Vista. Users must be set up as PR Employees in Vista before you can assign them as managed users in the portal.
   1. In Vista, go to PR Employees.
   2. Create a new user with a new Employee number. Add their Last Name, First Name, and other required fields.
   3. Save the record.
3. Go back to the Vista Web portal to see these users on the User Access page.

   

4. Assign managed users Vista Web licenses and access to modules. For details, see Assign Users Access to Modules.

   If you assign managed users but do not assign module access, users will be able to log in but won’t see anything in the portal. An admin must provision licenses and assign access for managed users to be able to use the portal.