How to Create a Vista User

Go to Viewpoint Administration > Programs > VA User Profile

Note: Employees approving invoices via the portal do not need a Vista license.

Creating a New User Profile

• Username: Employee’s email address (required for Trimble ID)

• Email: Employee’s work email for portal login

1. Password:

   • If the employee won’t log into Vista, enter a random password

   • If the employee will log into Vista, save the password securely for their first login

   • Check Is SSO Account to create a Single Sign-On record instead of a SQL account

2. Tip: Always select Is SSO Account to avoid creating duplicate, deactivated accounts during Trimble ID migration

   
   

   Info Tab

   • Make sure PR Co and Employee # are linked to the employee’s profile

   

   Security Groups Tab

   • Make sure the employee is assigned Security Group 4 – All Attachments to view attached AP invoices

3. Ask the user to click “Enroll” on the Vista login screen