Create Individual Managed Users

Set up managed Trimble ID users one at a time.

You must be a System Admin to complete these steps. Before you can assign managed users in the portal, you must set them up in Vista as PR Employees. For details, see Configure Trimble ID Managed User Logins.

Admins can create a managed user for any portal user who does not have a Viewpoint VP User Name and is not already associated with a VA User or native Trimble ID account.

To assign multiple managed users at once, see Bulk Import Managed Users.

  1. In Vista Web, go to Admin > User Access.
  2. Select User Setup from the Module Bundle dropdown.
  3. For the user you want to assign as a managed user, select the gear icon next to their name and choose Assign Managed User.
  4. In the Assign Managed User window, choose to create either a New Managed User or an Existing Managed User.
    Note: If the user is not currently configured to receive password notifications automatically, meaning they do not have an email or phone number on file, you will see a warning message. You must manually create the temporary password and share the credentials with the user. You cannot auto-generate passwords for users missing an email address.

    To create a New Managed User:

    1. If your portal is not set up to auto-generate managed user names, enter a User Name in the field. Managed usernames must be between 3 and 50 characters and can contain only letters, numbers, hyphens, or underscores.
      Note: To auto-generate managed user names in a specific pattern for all of your users, admins can choose a username pattern in the portal setting TID Managed Users Auto-Naming Pattern. The User Name will auto-populate based on the pattern selected in the setting.
    2. To automatically generate the temporary password, keep the Generate Password checkbox selected.

      If you want to manually assign a password, deselect the checkbox and enter your own password. The password must include 6 or more characters, at least one uppercase letter, at least one lowercase letter, and at least one number. Special characters are not permitted.

    To create an Existing Managed User:

    1. Select the Assign Existing Managed User dropdown and choose a user from the list.

      This allows you to assign that user to an existing managed user account, which is useful if you need to combine accounts because your user is switching companies, for example. Another situation you may want to assign an existing managed user is if you are switching from a test to a live company.

  5. Select Submit.

If you created a new managed user, this user will receive an email or text (depending on how the portal setting TID Notification Preferences is set up) with their new managed user credentials.

If the user has no email or phone number entered, the admin is responsible for sharing the username and temporary password.

If you assigned the user to an existing managed user, they will be connected to the existing employee record, and can log in with the existing account credentials. After the initial login, they will be prompted to update their password.

Instruct your users to Sign in to Vista Web for the First Time as a Trimble ID Managed User.