How to create a new user in Jobpac with Trimble ID

This article explains how to create a new user in Jobpac when Trimble ID (TID) is enabled. It covers creating the user profile, enrolling the user in the menu system, and granting WorkID access so they can sign in and start using Jobpac.

Note: you must have system administration access in Jobpac to create new users.

Overview of the steps

Creating a new Jobpac user with Trimble ID involves three main steps:

1. Create a user profile for the new user and send them an invitation.
2. Enrol the user in CMS (Customisable Menu System) to assign menu access and license type.
3. Grant WorkID access so the user can access at least one company in Jobpac.

These are the minimum steps to give a new user access to Jobpac. Your organisation may have additional onboarding steps, such as extra security settings or approval controls.

Step 1 – Create a user profile and send an invitation

First, create a user profile in Jobpac and send the user an invitation email that they can use to register and sign in with Trimble ID.

Open the user profiles screen

1. Navigate to System Admin / Define Security / User Profiles.
2. Use the filter or search options to check whether a user with the same or similar name already exists.

If a similar user profile already exists, you can still create a new one with a slightly different user ID.

Copy an existing profile

1. In the user profiles list, right click an existing user profile that is similar to the role of the new user.
2. Select the option to Copy the profile.

This will create a new profile based on the existing settings, which you can then update for the new user.

Complete the user profile fields

On the new user profile screen, update the fields for the new user.

• User ID – this identifies the user on the server and can be up to 10 characters. A recommended pattern is:

  • first three characters as your company code
  • followed by characters from the user’s surname and first name
  • ending with a number to keep the ID unique

  This kind of pattern makes it easier to identify users and avoid duplicates.

• Name – enter the user’s name. A consistent format such as “Firstname Surname” or “Surname, Firstname” is recommended.
• Output queue – leave this as per the copied profile unless your administrator requires a different value.
• Output queue library – leave this as per the copied profile.
• Email address – enter a valid email address for the user. A corporate email address is recommended. This email will be used for the invitation and Trimble ID link.
• Send welcome email – select this option if you want Jobpac to send the user a welcome email with sign on instructions as soon as you save the profile.

Recommendation: plan to complete the menu access and WorkID access steps as soon as you send the welcome email so the user does not get blocked when they try to sign in for the first time.

Send the welcome email invitation

1. Check that all fields are correct, especially the email address.
2. If Send welcome email is selected, click OK to save the profile and send the invitation.

The welcome email typically includes:

• a link that takes the user directly to the Jobpac sign in page
• the full URL in case they need to copy and paste it
• simple sign on steps for Trimble ID setup
• a registration code that can be used if their Trimble ID email does not match the Jobpac email

You can resend the welcome email later using a right click option on the user profile if needed.

Step 2 – Enrol the user in CMS and assign menu access

Next, enrol the user in the Customisable Menu System (CMS) to give them access to the Jobpac menus that match their role and to associate them with a license type.

Open the enrol users in CMS screen

1. Navigate to System Admin / Define Security / Enrol Users in CMS.
2. Click the blue plus icon to add a new user.
3. In the new line at the bottom of the list, click in the User ID field and enter the user ID you created in Step 1.
4. Press Tab and enter the user’s name in the name field, using your preferred consistent format.

Base access on an existing user (optional)

If the new user should have the same menu access as an existing user:

1. Locate the Base on user field on the right hand side.
2. Enter the user ID of the existing user whose access you want to copy.
3. Click OK to apply the same menu access to the new user.

You can then skip directly to Step 3 if no further changes are needed.

Set CMS fields manually

If you are not basing access on an existing user, complete the main CMS fields manually for the new user:

• Sec level – enter a value from 0 to 9, where 9 is the highest level. A user cannot access menu options that are set to a higher security level than their own.
• Menu code – enter the menu code that matches the user’s role. Uppercase menu codes typically consume a full Jobpac license, and some lowercase menu codes may map to other license types.
• Opt1 to Opt8 – enter the main menu option codes for the main menus you want the user to see. In a standard configuration these may include:
  • 100 – Business Forecasting
  • 200 – Finance
  • 300 – Projects
  • 400 – Stores control
  • 500 – Payroll
  • 600 – Assets
  • 700 – HR
  • 800 – Service orders
  • 900 – System administration
• BI user – enter Y if the user should have access to the Jobpac BI module. This will use a BI license.

Important: give access to at least one main menu option. Only include the system administration menu (for example, 900) if the user should have full system administration access.

1. After completing the fields, click OK to save the new CMS entry for the user.

Advanced administration options (optional)

Advanced administrators may use additional right click options against a user in the CMS screen, such as:

• More details – to see more information about main menu options, adjust content viewer access controls, enforce Jobpac level multi factor authentication (MFA), or reset MFA registration.
• BI details – to set BI roles, default landing page widgets and BI groups.