Account Administration Dashboard

Document created by Darshan Rajaram Kamat on Sep 8, 2020Last modified by Laura Anne Cook on Sep 19, 2020
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Account Administration Dashboard

USER GUIDE


 

Introduction

Account Administration Dashboard

In order to access the Account Administration Dashboard, you must be an Account Administrator for a Trimble Account with Business or higher licenses associated with it.

If you are an Account Administrator you will see a link under the User dropdown menu for Account Administration. Click this link to be directed to the dashboard. 

Tekla Online Limitations

With the most recent release of Account Administration Dashboard in Trimble Connect, Admins from Tekla Online/ATC accounts are temporarily unable to access the dashboard.  

Managing Multiple Accounts

One of the newest features from Connect’s Account Management improvements is giving Admins an easy way to access and manage multiple accounts. 

If you are an admin for more than one account, you will be taken to an accounts list page which you can then navigate to the account you would like to manage. 

 

 


Account Users

Internal Users

The internal users page is where you will find all the list of users who have licenses assigned to them from your account. 

User Table

Each user has the following information listed:

  1. Name
  2. Email address
  3. Employer
  4. User’s Licenses
  5. User role - Account Admin or User
  6. Status - Active or Removed

You can sort the table by name, email, role or status in ascending or descending order. 

 

Removed users

A user becomes listed as Removed when you have revoked all assigned licenses assigned to them.

 

Refreshing the Data

If you think the data in the table is not up to date you can do a force pull request for data by clicking the Overflow Menu button > Refresh.

 

Export to Excel

To export the list of users, click on the Overflow Menu button > Export to Excel. You will see a message in the lower left corner of the screen after the export is complete. 

The exported file will be in.XLS format.

 

Managing Users

Business Accounts

An account with Business or Business Premium licenses only is considered a Business Account.

Account Admins

If you need to add or remove someone as an account admin, you will need to go to your Trimble Account to perform this operation. You can navigate to your Trimble Account by clicking on the User dropdown menu >My Trimble Subscriptions.

 

Managing User Licenses

If you need to add a license to a user or revoke a license, you will need to go to your Trimble Account to perform this operation. You can navigate to your Trimble Account by clicking on the User dropdown menu >My Trimble Subscriptions.

 

Enterprise Accounts

Account Admins

Account Admins can only be added to an account by another Administrator of the account. If the existing Account Admin is no longer available - the request must be submitted to our Support team who will assist you in completing the request.

As an Account Admin, you can add another admin inside Connect’s Account Admin Dashboard by clicking the Invite admins button and entering the user’s email address into the form inside the dialog.

 

Notes: 

  • The user must already have an existing Trimble Identity (TID) credentials (username and password)
  • If the invited user is already an existing account user, their role will be changed from User to Account Admin

Managing User Licenses

Currently it is not possible to add or remove licenses from users via the Connect Account Admin Dashboard interface. Please reach out to our Support team (connect-support@trimble.com) if you need to add or remove a license from a user and they will assist you in completing the request. 

 

 


 

Account Projects

Project Ownership

Project ownership is determined by the project’s license which is applied during project creation. The account which owns the license is considered the project owner.

Setting Project Ownership

For new projects, there is an option in the creation dialog to Choose subscription for project. Inside the dropdown menu, you will see a list of all licenses available to you along with the account information where the license comes from. 

 

For existing projects, ownership can be set (or changed) by going to the Settings > Project Details tab. This is a Project Admin function only and not available to all project users.

 

Projects Table

All projects that use a license owned by your account will be listed in the project table. 

The project table includes the following information:

  • Project name
  • Project ID
  • Created on timestamp
  • Size
  • Total number of users in the project
  • Date modified timestamp

You can sort the table by Name or Creation date.

 

Filtering 

The projects are separated by the server region. You can change the region by clicking the Region dropdown menu. 

 

Refreshing the Data

If you think the data in the table is not up to date you can do a force pull request for data by clicking the Overflow menu button > Refresh.

Export to Excel

To export the list of projects for a particular region, click on the Overflow Menu button > Export to Excel. You will see a message in the lower left corner of the screen after the export is complete. 

The exported file will be in.XLS format.

 


File Metadata

Introduction 

As an Account Admin, you will be able to set up a file metadata template which will be used on files inside projects owned by your account. Project ownership is determined by the project’s license.

There are 6 different property types that are available:

  • Short text: For single line inputs 
  • Long text: For longer, text-field inputs 
  • Number 
  • Date 
  • Drop down: Allows for users to select from a predefined list of options
  • User: For adding a user name coming from the project member user list

After a metadata template has been created and published, project users will be able to fill out the metadata from the file’s detail panel. 

Only one template can be made for files, but you can add as many properties to that template as needed. 

Please note:

The ability to view and edit a file’s metadata can be done from the web application. 

 

Creating a File Metadata Template

Creating a Template

  1. Log in to you Trimble Connect Account where you will be able to access the Account Administration dashboard from the application header.   
  2. Once you are on the Account Administration dashboard you will see a tab for Metadata templates where you will be able to create a new template.        
  3. From the Template Editor, you will be able to add a template name, and define the metadata properties which you would like to be applied to files stored in Connect.        
  4. Double click or drag and drop a property type from the left column to the right container. 
  • Once a few properties have been added, you can continue to add new ones at the bottom or in between some of the existing properties.
  • A unique title is required for every property type. 
  • You can provide a default option or text for all the property types except for the user type. 

 

 

Saving and Publishing

After you have added and defined the metadata properties you can choose to save the template as a draft or publish it. Publishing the template will automatically add the metadata properties to your Connect project files.

Saving a Draft

Click the Save button (in the right side of the screen) to save any changes made to a template. 

The status of the template will be shown as well as the timestamp when the last save was made. After a draft has been saved, you will be able to get access to the template from the Metadata Templates home page.

 

Publishing a Template

When you are ready to publish the template and have it applied to all your account’s projects, click the Publish button.

Depending on how many projects are owned by your account, It may take some time to push the template to all projects. A dialog will appear on the screen indicating not to close the page until the process is complete. After the template has been successfully published, the template status will change from Draft to Published

 

Editing a Template

Once a template has been published and in use, you may need to make changes. You can edit, delete or hide any of the metadata properties. To begin editing, go into the template editor page and then click on any of the properties you wish to edit.

Important notes:

  • Changing titles, default values, or the order of the properties will not cause any data loss.
  • To reorder the properties, click and drag a row to the desired location. 
  • Deleting a dropdown option can result in data loss, so caution is advised.

  • To remove a property, click the trash icon in the right bottom corner of the property
  • You will be presented with dialog confirming you wish to delete. You can also choose to hide the property. 
  • Hiding the property will remove the metadata property from the file detail panel, but any data that had been previously added will be saved

  • Hidden properties will be listed in the left column of the page, where you can add them back at any time
  • Once you are done with your changes you can either save or publish the template.

Discarding Changes

Until you save or publish your edits, you can discard all changes by navigating away from this page. You will be prompted to confirm you wish to discard changes before you leave the page. 

Choosing to discard changes cannot be undone. 

 

Unpublishing a Template

If you wish to remove the metadata template from your project’s files, you can unpublish the template. At this time, deleting a template is not available.

  1. Go the Metadata Templates page
  2. Click on the options button for the template
  3. Click Unpublish.                                                                                                                                                                                                           

Note: You can re-publish the template at any time.

Using File Metadata in Projects

Once a template has been published, the metadata properties will be added to all files stored in Connect which are in projects owned by your account. Project ownership is determined by the project’s license which is applied during project creation. 

You can also change project ownership by changing the license in the Project Settings page.

Setting Project Ownership

For new projects, there is an option in the creation dialog for Project Ownership. 

For existing projects, ownership can be set (or changed) by going to the Settings > Project Details tab. 

If a project needs to change ownership, click on the field, where you can select from a list of accounts you are linked to.

Editing File Metadata

  1. Click on a file to open the detail panel
  2. Metadata properties will be shown after the system properties (creation date, size and modified by.  
  3. Click on any metadata property to edit the value 
  4. Click the Check button to save any changes

 

View Metadata in the Data Table

You can change the table column content to a metadata property by clicking the dropdown button next to the column header. You can also sort the table columns. 

 

Filter the Data Table

To filter the current folder’s file content based off the file metadata you can use the filters shown above the table. 

If some of the attributes are missing from the filters above the table, you will see an All filters button which will open the Filter panel

 

Advanced Search

You can search for files based on the metadata values by clicking the Advanced Search text in the search header. 

 

You can search by 1 or all the metadata attributes that were defined in the metadata template. 

Outcomes