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WorksManager Update: Changes to Admin Self-Invite for Project

By Tishyaa Sarkar posted 3 days ago

  

We are excited to announce that we have successfully completed Phase One of our initiative to migrate WorksManager accounts, projects, and data into a Common Data Environment. While there are currently no visible changes to your daily workflow, this backend migration is a critical step toward a more unified and robust system.

As part of this transition, we want to inform you of a temporary change regarding the Admin Self-Invite functionality.



What is Changing?
Previously, Account Admins could view all projects within an account and "self-invite" to any project they did not create.

Because our newer integrated systems do not natively support the direct concept of "self-inviting" to a project, this specific feature will be temporarily unavailable for approximately two to three months. To avoid confusion, the "My Role" column for self-invite will be removed from the projects page until the feature is reinstated.

The Workaround
We understand this may cause an inconvenience and appreciate your patience as we refine our infrastructure. Until the feature is restored, please use the following workaround:

  • Request an Invite: Any existing project member with Project Manager permissions can invite you to a project.
  • Project Creation: WorksManager Admins can still continue to create new projects as usual.

The Path Forward: Account Admin Migration Strategy
Our team is currently working with central systems to deploy a fix that will allow us to bring back self-invite capabilities. Once this fix is ready (estimated in 2–3 months), we will begin a targeted migration of admin users:

  • Active Admins Only: We will migrate all active customer and dealer admins into the newer system.
  • Security & Clean-up: This is a conscious decision to ensure that only those who currently require high-level privileges are moved over, as many accounts have legacy admin users who no longer need those permissions.
  • Internal Users: Internal account users with admin capacity will not be included in this specific migration.

Once this migration is complete, the self-invite functionality will be fully reverted, allowing admins to access projects as they did before.

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yesterday

I can only agree with Lasse 2-3 months is far from acceptable, not 2-3 weeks is not it either. Our customers expect to get good and fast support because that's what they pay for. Now that you're closing down the TCC/FTP route, we're completely locked out. Do it again, do it right, you have to change your priorities because we're the ones who have to face angry customers now...and this becomes business critical for us.

yesterday

I'm sorry - but 2-3 months is really not acceptable.

This feature is widely used and not having it is a huge inconvenience causing massive delays when troubleshooting different projects.

This really needs to be on the top of the list of things to get sorted.

2 days ago

Our company has some projects on Worksmanager created by personnel that are no longer with the company. We do not have access to their Trimble ID. What would the workaround be to access these projects? I thought this was the entire purpose of having admin roles.