Portal Settings Fields

The following table provides descriptions for the fields shown on the Portal Settings page, under the main Portal Info tab.

Important: Only System Admins may access Portal Settings. Always review settings with care before modifying them.

Field Description
Search Portal Settings Enter the name (or a portion of the name) to search for a setting.
Portal Setting Categories (display in the left pane) Use to navigate to particular settings by module (for example, AP Review, Benefits, or Earnings) or general settings (for example, Administration / Initial Setup or Security / Login).
  • Within each category, you will find a General Configuration section with settings general to that module, and, typically, additional sections with more specific configuration settings.
  • You may also find an Advanced Configuration section, available when you select Show Advanced Settings at the top of the page. These settings are used less frequently and typically only in unique circumstances. Not all categories have advanced configuration settings.
Portal Version Shows the version of the portal that you are using.
  • To find the latest version of the portal available, see the most recent What's New article.
  • To learn how to update your portal, see Update the Portal.
  • If you are a Viewpoint for Cloud user, your portal is updated automatically with each release. Refer to release communications for more information about the timing of updates for Viewpoint for Cloud customers.
Vista Version Shows the version of Vista that you have connected to your portal.
User counts Active user counts tell you how many users are enabled for certain packages and/or modules. These counts may affect your bill, so be sure to review your contract. For more information, see About User Counts.
Customer ID This is the unique ID number assigned to your portal.
Enterprise ID If you are a Trimble Construction One customer, the Enterprise ID associated with your Trimble Construction One enterprise.
Deployment Type Indicates whether your portal is hosted or on prem.
Administrative Actions Unique actions that an administrator can perform, usually under direction from Support.
  • Refresh Synonyms: Your portal is linked to your Vista instance and automatically pulls in changes and updates from Vista (for example, new employees and jobs). However, some changes require you to refresh this link, such as when you add, edit, and/or remove a User Defined (UD) field in Vista or if AP Invoice counts are not recording correctly.
  • Send Usage Statistics: Use only if instructed by Support.
  • Delete Temp Files: Allows you to delete temporary files from the database.
  • Clear Company Logo Cache: If you change your company logo in the portal, you can use this option to reset the cache without having to restart the web service in order to see your changes.
  • Clear Portal Settings Cache: If you have issues with the portal settings cache, this option allows you to clear that cache if instructed to do so by Support.
Error Log Lists all errors, including the user, date, and error message. Select View Error Info for full details of your issue. Include this information if you need to submit a case to the Viewpoint Customer Portal.
Note: The Error Log is also available from the Admin menu.
Export License Report Allows you to generate a report of the employees being counted under a module and package (HR Management, Financial Controls, Field Management, and Field Service) in Excel format. This report identifies users who currently have access and are included in user counts.
Version History Shows a detailed version history for your employee portal updates, including the dates for each update, users who installed each update, portal version that you updated from, and your Vista version at the time of an update.
Export Audit Log Allows you to export a spreadsheet (.xlsx) that lists all portal setting changes made in version 22.12 and later (the Audit Log was implemented in version 22.12). Changes include the date that a setting was modified, the name of the user who made the change, the previous value for a setting, and the new (current) value for a setting.
Scheduled Jobs Allows you to view the list of recurring jobs and edit the schedule or enable / disable each job. For more information, see Manage Scheduled Jobs.
Direct Company Login URL If you have multiple companies enabled in your portal and would like to create a separate login page, the Direct Company Login URL provides a URL to bypass the company selection. For more information, see Create a Direct Company Login.