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
You can convert any user type to a Managed user or Trimble ID User user.
  1. In Traqspera, navigate to Settings > User Management.
  2. Locate the user of interest.
  3. Select the more button in the Actions column, then select Convert Log In.
  4. Select if you want to convert them to a Trimble ID User or Managed User.
    For more information, see User Types.
  5. If you select Managed User:
    1. 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.
    2. 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.
    3. Select Invite.
    User credentials are sent to the employee. They will use these credentials to access Traqspera.
  6. If you select Trimble ID user:
    1. Modify the user information as needed, then select Next.
    2. Confirm the user's name and email, then select Next.
    3. Select Invite.
The user's type is successfully converted.