Create a primary user account

Each person must have a user account, which can be assigned to one or more roles. These roles are defined by the administrator and authorize the user account to access specific pages, features and settings of the application.

Only users who are assigned the Administrators role can create primary user accounts. Administrators also can create sub users and authorize primary users to create sub users. Sub users cannot create users.

To create a primary user account, follow these steps. Links in the steps direct you to more complete instructions.

  1. Go to Menu > Security > Work with Users > Create User. The Create User page opens.

  2. In the Create User section, enter or select the appropriate information for the user.

  3. If you want, complete the optional Profile Details section.

  4. Complete the Role Assignments section.

  5. Complete the fields on the AMS tab.

  6. Select Create User. A message indicates that the new user account was created successfully.

    Note: If not saved correctly, a message regarding incomplete or missing field information appears. Correct the error and select Create User again.

Complete the Create User section

Required field: *

Field Definition

User Name *

User’s login ID

Is User an Active Directory User? *

Select the checkbox if the user will be using Active Directory.

Is User SSO Enabled? *

Select the checkbox if the user should be able to use single sign-on (SSO).

Note: This field is only visible if you have selected Enable SSO on the Settings Manager page.

Technician Role Only?

This field is used in Trimble Technician Portal (TTP).

  • For kiosk mode logins, leave this checkbox clear (that is, don’t select it). This sets to value to NO.

  • For tablet or phone mode logins, you can select this checkbox for YES or leave it clear for NO.

Is User SAML Enabled?

SAML stands for Security Assertion Markup Language. The program uses SAML to verify single sign-on (SSO) users.

  • If the user is SAML enabled (that is, uses SSO), select the checkbox.

  • If the user is not SAML enabled, leave the checkbox cleared.

Is User Trimble ID enabled?

TMT users need Trimble IDs (TIDs) for certain functions.

  • If the user has a TID, select the checkbox.

  • If the user does not have a TID, leave the checkbox cleared.

Note: TMT users who need TIDs must complete the application process themselves. You can, however, send them an invitation from the Review Users page. For more information, see Invite a user to get a Trimble ID.

Password *

User’s password

Enter a secret code that the person must enter when they sign in. By default, a password must be at least seven (7) letters or numbers, including at least one non-alphanumeric character (such as @ or $). You can change these defaults in Settings Manager.

The user will use this password for their initial login. During their initial login, each user will be prompted to change their password, according to how the administrator has set up the system.

Notes:

  1. The password is case-sensitive: each letter that is uppercase or lowercase must always be entered that way when a user enters their password.

  2. For security reasons, when you enter a password, it appears as a series of dots. Passwords are not displayed. If a user forgets their password, they can reset it.

Confirm Password *

Re-enter the user’s password. The entry you type must match exactly what you entered in the Password field.

Make a note of the password. It is not stored with your user profile information.

Optional: Complete the Profile Details section

The optional profile fields can be completed or changed by users after they have logged in successfully.

You can change the information in these fields whenever you want by selecting My Profile from your user menu.

Field Definition

First Name

User’s actual first name

Last Name

User’s actual last name

E-mail Address

User’s e-mail address

Culture Override

This field is available if you enabled format localization in Settings Manager. It allows you to determine the format in which dates, times, numbers, and currency symbols appear. The default value in this field is the global culture option defined for all users of the site. Options are:

  • English (United States)

  • English (Canada)

  • English (United Kingdom)

  • English (Australia)

  • English (New Zealand)

  • French (France)

  • French (Canada)

  • Spanish (Mexico)

Landing Page Override

A landing page is the page a user sees immediately after logging in or selecting Landing from the user menu.

If no option is selected, the system uses the default landing page. To select a landing page, choose a page from the list of options provided and select Update Pages.

You can also choose a role-specific landing page after you assign one or more roles to the user.

Complete the Role Assignments section

In this section, you can assign one or more roles to each user that you create, change an assigned role, or remove an assigned role. Each role is authorized and set up to access specific features. When assigning a role to a user, you are authorizing that user to access those features. Because each role provides access only to limited features, you may need to assign multiple roles to a user. For more information about assigning pages to roles, see Setting up role and page security.

This section contains two dropdown menus:

  • Available Roles: Lists the roles for which you have authorization to assign, but that have not been assigned to the user.

  • Assigned Roles: Lists the roles that have been assigned to the user.

  1. In the Available Roles list, hold CTRL and click on each role that you want to assign.

  2. Click image1 Add.

    The selected roles move to the Assigned Roles list.

    To remove a role from a user, select the role or roles and click image2 Remove to move the role to the Available Roles section.

  3. After assigning a role or roles, you can select a role-specific landing page if you want.

    1. In the Optional - Profile Details section, select a landing page from the Landing Page Override field.

      Note: If no option is selected, the system displays the default landing page. If you selected an option and want to change it back to the default landing page, select [Please select] from the menu and then select Update Pages.

  4. Click Update Pages.

Complete the AMS Options tab

  1. On the Create User page, select the AMS Options tab.

  2. In the User Options section, select a user type.

    Required field: *

    Field Definition

    User Type *

    The user type field grants access to specific areas of the application.

    Options include:

    • Users
      Default user type. Grants access to all application features.

    • Employee
      Grants access to the Employee features.

    • IWS
      Grants access to the Interactive Workstation.

    Note: This option requires that you assign the user to a default shop.

    Language File

    Field not used