Users
You can manage users in the portfolio and project settings, but the following actions are only available in the portfolio settings:
- Selecting default security roles that are assigned automatically to users for each project that they have access to.
- Restoring users that were removed previously.
- Removing users from the portfolio.
- Exporting and importing users.
- Viewing details such as completed account signups and latest logins in the users list.
You can override the default by assigning a different role in the project.
- In the Portfolio settings section, click Users.
—Or—
In the Project settings section, click Team members.
An email address marked with "disabled" indicates that the first user that used this address is no longer active and the email address is now being used by another account. Simply remove this user entry from your list.
- In the Users list, click the record.
You can invite users to collaborate in your portfolio and projects. After you add users, they receive an email with a link to sign in to ProjectSight. If they don't have a Trimble Identity account yet, they must create one.
- In the portfolio settings, open the users list.
- On the navigation toolbar, click add_circle (Create).
- In the Create panel, enter the user's details.
- Email address: The invitation email is sent to this address.
- First Name and Last Name: If the email address is already linked to a Trimble Identity account or a company contact, the first and last names are added automatically.
- Company: The company that the user is associated with.
- Default Security Role: The default security role assigned to the user for all projects.
- In the Project Permissions section, select the projects in the portfolio that the user can access.
- Click Save or Save + Add Another.
This user becomes a project contact and is available in the Contact Search dialog.
Users with the Portfolio Administrator role have access to all the projects and records, including draft records created by other users, in the portfolio.
The user receives an email invitation.
You can edit the role and project permissions for a user.
- In the Users list, select the records.
- To change the default security role, click edit and select a role.
- In the Project Permissions section, click Add Access or Remove Access.
- Select the checkbox for the projects that you want to add access to or remove access from.
- Click Update.
—Or—
Turn on the Add Access to All Projects or Remove Access from All Projects toggle.
For each newly added project, the user will be assigned their default security role.
- In the Users list, click add_circle (Create).
- Enter the email address of a previously removed user.
- Change the company name.
- Select the user's role and the projects that the user can access.
- Click save (Save).
You can export users to an Excel file where you can change their default security role, add new users, and import back into ProjectSight.
- Rows cannot be deleted from the spreadsheet.
When you import the Excel file back into ProjectSight:
- New users are added to the portfolio and as contacts of their company.
- New users are invited to create a ProjectSight account.
- If you add a previously removed user, it will be restored.
When you remove a user from the portfolio:
- The user record is removed from the project settings.
- The user's name remains on the Contacts tab of the associated company record.
- A record can be assigned to this user unless the user is removed from the company's contacts list.
- The portfolio administrator becomes the owner of the user's files and folders in the File Library.
- The user's public and private drawing annotations are retained, and the public annotations remain visible in the drawings.
You can restore a user by creating a user record with the same email address.
You can invite users to collaborate in your project. After you add users, they receive an email with a link to sign in to ProjectSight. If they don't have a Trimble Identity account yet, they must create one.
- In the project settings, open the users list.
- On the navigation toolbar, click add_circle (Create).
- In the Create panel, enter the user's details.
- Email address: The invitation email is sent to this address.
- First Name and Last Name: If the email address is already linked to a Trimble Identity account or a company contact, the first and last names are added automatically.
- Company: The company that the user is associated with.
- Default Security Role: New users are given the Standard User default security role. This default security role can only be changed from the Portfolio Settings.
- Click Save or Save + Add Another.
The user receives an email invitation.
- In the Search panel, set the filter.
- Select the user from the filtered list.
- Click save (Save).
To view all ProjectSight users, remove the filters.
The user receives an email invitation.
You can change the user's security role in the current project.
You cannot change your own role or the role of the Portfolio Administrator in the current project.
- Click the user's record.
- Click save (Save).
- Select the records.
- In the Project Security Role field, click edit and select a role.
- Click Update.
If you select (User's Default Security Role), the default security role from the portfolio setting is applied to each user.
When you remove a user from the project:
- The user remains as a contact of the associated company and records can still be assigned to the user. To remove the contact from the assignee list, ensure that project access is also removed at the company contact level.
- The portfolio administrator becomes the owner of the user's files and folders in the File Library.
- The user's public and private drawing annotations are retained, and the public annotations remain visible in the drawings.
- Removed users are still in your portfolio. Users can only be deleted from the portfolio settings.
- In the Project Security Role field, select No Access.