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Seamless onboarding of Siteworks data collectors into WorksManager cloud

By Vijay Raghunathan posted 02-18-2025 04:04

  

Introducing seamless onboarding of handheld data collector devices into Trimble WorksManager cloud. As a Trimble WorksManager/ Siteworks user, you no longer have to 

  1. register the device in the cloud,
  2. sync the device from the field to the cloud and then 
  3. claim the device back in the cloud for ownership

before using it. Instead, you just need to login to Siteworks from the field with your TID credentials, sign up the org details, and your device will get auto provisioned in the cloud, and to all the sub systems instantly

Here is the workflow to do this.

  • Install Trimble Siteworks Software v1.75 or above in the new data collector

  • Add device/ org info. in WorksManager settings screen, and check the 'Enable WorksManager Notifications' checkbox

  • Login to Trimble Cloud with your TID credentials, and select the account to provision the device to (in the cloud)

 

When this is done, the device will be added to the WorksManager account in the cloud, provisioned and claimed instantly. You can then view, access and interact with the device in WorksManager as usual from WorksManager Account > Devices page

Please do note that 

  • This feature is available only to the new data collectors running v1.75 &/ above

  • The device information must be entered prior to tapping the “Enable WorksManager Notifications” checkbox in Siteworks settings

  • The TID user must have account admin access rights in WorksManager (in order to add it to WorksManager)

Refer to the Trimble Siteworks Software v1.75 Release Notes for further details 

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02-19-2025 11:46

One other note is that in Siteworks you must enter the SHORT Organization Name, which may be different than the Organization/Account name that you select in the Popup menu after entering your TID... 

You can find the Short Org name in the "Details" panel of WorksManager.  

Also, if the device is already in WorksManager, you should not need to re-enter any data, and can just select the checkbox, and then pick the same Account the device is already in.  

This will then enable the notifications and automatic background downlaod of new designs for projects that are on the Siteworks device.