Onboarding Wizard

1. User avatar
2. User name
3. Company field
4. To view and choose a type from a list, select the Company type field.
5. To consent to receiving ProjectSight marketing communications, select the box to check it.
6. To view terms, select Terms of Service.
7. To accept and agree to the Terms of Service, select Save.
8. To exit the Complete your profile page, select Sign out.

1. Enter your project name in the Name field.
2. Enter your project number in the Number field
3. To add sample data and access the Invite team members page, select Next.
4. To exit the Add project page, select Cancel.

1. Enter an email for the contact you want to invite in the Member field.
2. To view and choose a security role, select the security role field.
3. To send your invitation, select Invite.
4. To display your Project home page, select Let's go!
5. To return to the Add project page, select Back.
6. If you want to add team members later, select Skip.

After you create your Trimble ID, you can complete your profile.

1. On the Complete your profile page, enter a name in the Company field.
2. Select the Company Type field to view a list.
3. Select a company type.
4. Select Select.
5. Select the checkbox to consent to receiving ProjectSight marketing communications.
6. Select Save.

   When you select Save, you are accepting and agreeing to the terms of service.

   The Add Project page displays.

After you complete your profile, you can add a project.

1. On the My projects page, select + Add project.

The ProjectSight free subscription terms and conditions display.

2. Select the checkbox at the bottom of the page, then select Save to agree to the terms and conditions.

—Or—

Select Cancel to exit the page.

After the terms and conditions are agreed to, the Add project page displays.

3. On the Add project page, enter your project name in the Name field.
4. In the Number field, enter your project number.
5. Select Next.
6. On the Include project information page, to include sample data, select the checkbox, then select Next to move to the next page.

—Or—

Select Skip or Next to move to the next page without sample data.

The Invite team members page displays.

1. On the Invite team members page, in the Member field, enter an email for the contact you want invite.
2. Select the Security Role field to view a list of roles.
3. On the security role list, select a role to choose it.
• Contributor - (default role) Users with this role have access to edit records in the project they have been invited to. Record type permissions still apply.

Contributors may not upload designs or create public annotations.

• Viewer - Users with this role have access to view records in the projects they have been invited to. Record type permissions still apply.
• Project Administrator - Project Administrators have access to create, edit, and delete records, as well as manage Project Settings.
• Manager - Users with this role have access to create and edit, and remove records in the projects they have been invited to. Record type permissions still apply.

Managers may upload designs or create public annotations.

4. Select Done.
5. Select Invite to send your invitation.

A pop-up message displays: Yay! You've invited a team member. Add more.

6. Invite additional team members.

—Or—

Select Let's go! to start collaborating with your team.

Processing may take a few minutes. When your information has uploaded, your Project home page will display.