How to Create a Vista User

In Vista, go to Viewpoint Administration > Programs and open VA User Profile.

• Note: Vista Access/license is not required if the employee only needs access to approve invoices on the portal.

If the employee does not have a user profile, create one:

• Username: enter the user's email address.

  The user name must be an email address in order to set up the Vista account for Trimble ID.

• Email: Employee's work email used for the online portal login

  Note: When creating a new user profile, you will be prompted to create a password.

  • If the employee will not be logging into Vista:

    • Enter a random password and proceed without needing to save it.

  • If the employee will be logging into Vista:

    • Save the password securely, as the employee will need it for their initial login.

  • Select the Is SSO Account checkbox when creating the new user.

    With this checkbox selected, Vista bypasses the creation of a SQL account for this user, and instead creates an SSO record based on the user's email address. 

    Note: If you do not select the Is SSO Account when creating a new Vista account, the user will still be able to go through the Trimble ID account migration process and log into Vista. When this happens, the system will deactivate the original non-SSO account you set up and create a new SSO account for the user. To avoid these duplicate deactivated accounts, always select the Is SSO Account checkbox when creating new Vista users.

    

    
    In the Info Tab:

    • Ensure PR Co and Employee # are linked to the employee's profile.
  • In the Security Groups Tab:
    • Verify they are assigned Security Group 4 - All Attachments to view attached AP Invoices.