How to create a new user in Jobpac with Trimble ID

Overview

Creating a user with Trimble ID involves setting up the user profile, assigning menu access, and granting WorkID permissions.

• Create the user profile and send invitation
• Enrol the user in CMS
• Grant WorkID access

Step 1 – Create user profile and send invitation

Create the profile and send the Trimble ID registration email.

1. Go to System Admin > Define Security > User Profiles

2. Search for an existing similar user

3. Right click and select Copy

4. Update the profile fields:

• User ID – use a consistent structure (company + name + number)
• Name – full user name
• Email – required for Trimble ID login
• Send welcome email – tick to send invitation

5. Save to send the welcome email

The email includes the sign-in link, instructions and registration code if required.

Step 2 – Enrol user in CMS

Assign menu access and licensing based on the user’s role.

1. Go to System Admin > Define Security > Enrol Users in CMS

2. Click + to add a new user

3. Enter USERID and Name

4. Assign access:

• Use Base On User to copy access, or
• Set manually using menu codes (100–900)

5. Set optional fields:

• Sec level (0–9)
• BI User = Y if required

Ensure the user has access to at least one main menu.

Step 3 – Grant WorkID access

WorkID access determines which company data the user can access.

1. Go to System Admin > Define Security > Work-ID Access

2. Enter USERID and search

3. Assign access:

• Allow all WorkIDs, or
• Add specific WorkIDs

Once complete, the user can sign in using Trimble ID and access Jobpac based on their permissions.