Portal Settings Fields
The following table provides descriptions for the fields shown on the Portal Settings page, under the main Portal Info tab.
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).
|
Portal Version | Shows the version of the portal that you are using.
|
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.
|
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. |