Add Users from your ERP

Administrators can add users to Trimble Construction One from your ERP system (for example, Vista or Spectrum) by going to Admin Center > User Management > Add Users from <ERP name>, once your enterprise has been successfully configured. You can add multiple users at one time.

  1. If you haven't already, log in to Trimble Construction One.
  2. Select your name in the upper right corner and select Admin Center.
    Note: If you don't see Admin Center, you have not been set up as an administrator. Contact your System Administrator for assistance.

    If you have more than one enterprise, select it from the Admin Center list.

    The selected Enterprise Info tab appears.
  3. Select the User Management tab.
  4. Select Add Users from <ERP name>.
    For example, Add Users From Spectrum.
  5. Select the checkbox for each user you want to add.
    Enter the user's name in the Find a User field to quickly find a specific user.
    Note: You cannot select users who are missing a name or email in your ERP system (for example, Vista or Spectrum). Users who already have access to Viewpoint Team™ are shown in the grid below and cannot be selected again.
  6. Select Next.
    Note: If you selected a user you don't want to send an invitation to, select Remove next to their name.
  7. From the Enterprise Role menu, select the access level for the user. This selection determines whether or not a user is an Enterprise Admin. For details, see User Roles and Data Access.
    Note: The remaining role options, described in the following four steps, may vary based on your Trimble Construction One subscription. For each option, you must select a role other than None in order for the user to have access to that application. For the HR Management Role, employee users should have a role of None, as described in step 11.
  8. From the Project Comm. Role field, select the access level for the user. This selection determines what the user can see and do in Team. For details, see User Roles and Data Access.
  9. In the Analytics Role field, select the level of access you want to give the user to Trimble Construction One Analytics. For details, see User Roles and Data Access.
  10. In the Analytics Features field, select the Trimble Construction One Analytics features you want the user to access. Note that the Dashboards and Vista Reports features use an Analytics license but Team Reporting does not.
    Note: Dashboards and Vista Reports are available to Vista users only at this time.
    Note: In order to access Trimble Construction One Analytics, a user must be given an Analytics Role other than None, and have an Analytics Feature selected.
  11. In the HR Management Role field, select the level of access you want to give the user to HR Management. Your HR team members should have a role of either Specialist or Admin. Your employee users of Employee Self-Service should have a role of None. For details, see User Roles and Data Access.
  12. Select Send Invitations.
  13. By default, users with an Analytics role and Team Reporting can access data from the Team projects to which they’re invited. To give a user access to additional data from your business units, you can set the Data Access level for that user. Once an added user has created a profile and logged in to Trimble Construction One, follow the steps in Edit a User to set the Data Access level.