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

complete your profile page view

  1. User avatar
  2. User name
  3. 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.
  4. Enter a name in the Company field.
  5. To view and choose a type from a list, select the Company type field.
  6. To consent to receiving ProjectSight marketing communications, select the box to check it.
  7. To view terms, select Terms of Service.
  8. To accept and agree to the Terms of Service, select Save.
  9. To exit the Complete your profile page, select Sign out.

Add project page view

Add a project page view

  1. Enter your project name in the Name field.
  2. Enter your project number in the Number field.
  3. Select the link to view the Terms of Service.
  4. To access the Invite team members page and to consent to the Terms of Service and receiving promotional communications, select Next.
  5. To exit the Add project page, select Cancel.

Invite team members page view

invite team members page view

  1. Enter an email for the contact you want to invite in the Member field.
  2. To view and choose a security role, select the security role field.
  3. To send your invitation, select Invite.
  4. To display your Project home page, select Let's go!
  5. To return to the Add project page, select Back.
  6. If you want to add team members later, select Skip.

For additional information on using the onboarding wizard, see: