Onboarding wizard
Complete your profile, add a project, and invite team members with the onboarding wizard for the free version of ProjectSight.
Complete your profile page view
- User avatar
- User name
- To view and choose a project data center region from a list, select the Data center region field.Note: Your data region center defaults to the country you selected for your Trimble ID.
- Enter a name in the Company field.
- To view and choose a type from a list, select the Company type field.
- To consent to receiving ProjectSight marketing communications, select the box to check it.
- To view terms, select Terms of Service.
- To accept and agree to the Terms of Service, select Save.
- To exit the Complete your profile page, select Sign out.
Add project page view
- Enter your project name in the Name field.
- Enter your project number in the Number field.
- Select the link to view the Terms of Service.
- To access the Invite team members page and to consent to the Terms of Service and receiving promotional communications, select Next.
- To exit the Add project page, select Cancel.
Invite team members page view
- Enter an email for the contact you want to invite in the Member field.
- To view and choose a security role, select the security role field.
- To send your invitation, select Invite.
- To display your Project home page, select Let's go!
- To return to the Add project page, select Back.
- If you want to add team members later, select Skip.
For additional information on using the onboarding wizard, see: