Convert Individual Users
Change the log in type of one user.
Make sure your company short code is set. For more
information, see Configure Managed Users
- In Traqspera, navigate to Settings > User Management.
- Locate the user of interest.
- Select the more button in the Actions column, then select Convert Log In.
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Select if you want to convert them to a Trimble ID User or Managed
User.
For more information, see User Types.
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If you select Managed User:
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Traqspera presents their auto-generated username
and temporary password. Modify and/or confirm the information and select
Next.
The default username format can be changed in Managed User Settings. For more information, see Configure Managed Users.
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Select an invitation method. The users
credentials will be delivered to the selected option.
Both the Phone Number and Email fields are auto-populated from the user's profile. You can change them if needed.
- Select Invite.
User credentials are sent to the employee. They will use these credentials to access Traqspera. -
Traqspera presents their auto-generated username
and temporary password. Modify and/or confirm the information and select
Next.
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If you select Trimble ID user:
- Modify the user information as needed, then select Next.
- Confirm the user's name and email, then select Next.
- Select Invite.