Managing team members

To manage who is assigned to a cloud project, select the project in the Projects screen and then tap and select Sync settings and then select the Team tab.

The Team tab shows the people assigned to the project, their email address, role, status, and the date they last accessed the project.

Team members are assigned the User role or the Administrator role.

User role

A team member with the user role can:

  • create jobs, update jobs that are assigned to them, and delete jobs that they have created
  • invite other users to the project or reassign their own jobs to a different user
  • add or remove report stylesheets to the project
  • leave the project

Users cannot edit or modify the properties of projects or jobs that are not assigned to them.

Administrator role

A team member with the administrator role can perform the same tasks as users, and can also:

  • edit the project properties
  • delete any job or project
  • manage the administration rights of other users
  • invite users to the project
  • remove other users from the projects

To change roles

To change a team member's role, select their name in the team list and tap Update. Select the Role and then tap Update.

  1. In the Team tab, tap Invite.

  2. Enter the email address of the person you are inviting. This must be the email address the person uses or will use for their Trimble Identity.

  3. Select the User or Administrator role. Generally, field users will have the User role.

  4. Tap Invite.

    If the invited user already has a Trimble ID, they will receive an email with the project link and will automatically be added to the project. If the invited user does not have a Trimble ID, they will receive an email instructing them to create a new account. After creating their Trimble ID, they can access the project and the folders and the files to which they have permissions.

To invite multiple users at once, create a .csv file that specifies the email address, group, and role for each user. Trimble Access does not use the Group field, so this field can be left blank. The .csv file format will be: email, , role.

To assign a job to someone, the job must reside in the cloud and the person you are assigning it to must be a member of the project. See To manage project team members.

To assign the job, open the job and then in the job details pane, tap . In the Assignees list, select the team member or members to assign to the job and then tap Accept. Upload your changes to the job to the cloud.

You can also unassign someone from the job using the same workflow.

To remove someone from the project, select their name in the Team tab and tap Update. Tap Remove.

An administrator cannot leave a project or change their user role to User if they are the only administrator assigned to the project.

The Restrict job visibility check box is only shown (and can only be changed) if the signed in user is assigned the Administrator role.

The Restrict job visibility setting is disabled by default. This means that anyone assigned to the project can download and view the jobs in the project but they can only work on them if they are assigned to them.

If Restrict job visibility is enabled, users with the User role will never see jobs that are not assigned to them.

Because Trimble Access prevents users from working on jobs that are not assigned to them, always make sure users are assigned to the jobs they need to work on. If a Trimble Access user is unable to see a job or is unable to make changes to a read-only job, assign them to the job. Do not attempt to create an editable copy of the job on the controller, for example by copying the job from a USB drive or by downloading it from an email. Creating a copy of the job can cause unintended problems when you attempt to upload the data to the cloud, such as duplicate jobs or lost data.

Jobs always remain visible to project administrators, the person who created the job, and users who are assigned to the job, irrespective of whether the Restrict job visibility setting is enabled or disabled.