Bulk Convert Legacy Users

Bulk convert Legacy users to Managed users and send credentials.

You must have the Manage Users permission. Make sure your portal short code is set. For more information, see Configure Managed Users.
You can only bulk convert Legacy users to Managed users. For more information, see User Types.
Important: Once converted, the users can only access Traqspera with their new credentials.
  1. In Traqspera, navigate to Settings > User Management.
  2. Select Bulk Convert.
    The Bulk Convert page opens.
  3. Guided step: Company & Users.
    1. Review the Important! banner.
      The banner advises converting field staff to Managed users for username-based log in and simplified password management. It also references office staff and Trimble ID users. Bulk convert converts Legacy users to Managed users only. Use individual convert for other log in type changes.
    2. Select the company from the Select Company dropdown.
      If the company does not have an enterprise short code, a Missing Short Code! banner appears. Select the Managed Users Settings gear button to add a short code.
    3. Select the Legacy users you want to convert.
      Use Search, Role, Department, Cost Center, and Reset Filter to narrow results.
    4. Select Next.
  4. Guided step: Credentials.
    1. On the Add Usernames & Passwords step, set a default invitation method.
      Choose Default invitation method to message (Phone number) or Default invitation method to email.
    2. Review each user's Invitation Method, Username, and Temporary Password. Adjust them as needed.
      Usernames use a read-only short code prefix plus an editable suffix. Resolve any duplicate username errors before you continue.
    3. Select Convert and Send Credentials.
      This button label is from prototype mocks and is not yet verified in QA.
  5. Guided step: Summary.
    1. Review the list of successfully converted users.
    2. Optionally, select Download Report to save a copy of the conversion list.
      This button label is from prototype mocks and is not yet verified in QA.
Converted users are now Managed users. Credentials are sent according to the invitation method you selected for each user.