User Details Page

The User Details page includes all the details of the user's profile, and allows you make changes. For instructions, see Edit User Details.

Fields and Buttons

The fields and buttons located on this page are:

  • Add As Contact: This button appears only if the user is not yet an e-Builder contact. Click to add the user as a contact. If the company name is not recognized you will be prompted to save it.
  • Manage Membership: Click to open the Manage Membership page where you will be able to set the user's project membership; validate their account and project roles; and determine the project level template to add them to.
  • Unpair Trimble ID: Click to clear the link between the user's Trimble Unity Construct profile and their Trimble ID account. This button is available only when the user is currently paired with a Trimble ID. This button is only displayed for Account Admins and it will not appear for other user roles.
  • Edit: Click to edit the details of the user's account record.
  • Cancel: Click to return to the Manage Users page.
  • First Name: Displays the user's first name.
  • Last Name: Displays the user's last name.
  • Username: Displays the user's username used to log in to e-Builder.
  • Last Login: Displays the date the user last logged in to e-Builder Enterprise.
  • License Type: Displays the user's license type. Options are as follows:
    • Contracted License: Contracted licenses are the licenses included in your e-Builder subscription. If your subscription includes 50 user licenses, you have 50 contracted licenses that may be assigned to users to give access to your account.
    • Individual License: An individual license is assigned to a user that is required to purchase their license prior to gaining access to your e-Builder account. They will be taken through a purchase process the first time they log in during which they will be able to purchase their license using a credit card. For more information, see Individual License Manager.
  • Company: Displays the user's company affiliation.
  • Email Address: Displays the user's email address.
  • Access Expires: If applicable, displays the date the account is set to expire.
  • Hide in Global Directory: A check mark in this field indicates that this user is hidden in the global directory, which ensures they cannot be added to multiple accounts. When adding existing users from another account, this person will not be listed in the list of available users.
  • Access to documents only: A check mark in this field indicates that this user only has access to documents and not any other e-Builder module.
  • Type of Business: Displays the type of business the user is affiliated with. Options may include any of the following:
    • Owner/ Owner's Rep
    • Construction Manager
    • Architect/ Engineer
    • General Contractor/ Design Builder
    • Specialty Contractor
    • Consultant
    • Supplier
    • Other
  • Department: Displays the name of the department the user belongs to.
  • P.O. Box/Suite: Displays the user's P.O. Box or Suite address.
  • State/Province: Displays the user's state or province
  • Postal/ Zip Code: Displays the zip code.
  • Office Fax: Displays the user's office fax number.
  • Business Pager: Displays the user's business pager.
  • Title: Displays the user's job title.
  • Business Address: Displays the user's business address.
  • City: Displays the city of the user's business address.
  • Country: Displays the user's business country of residence.
  • Office Phone: Displays the user's office phone number.
  • Business Cell Phone: Displays the user's business cell phone number.

Tabs

  • Custom Fields: The Custom Fields tab lists all user type global custom fields created for the account. Complete all pertinent fields for users that you are adding to the account. These same custom fields can be used as criteria for filtering. For information on adding user custom fields, see Manage Custom Fields. Select the User object type in step 4.
  • Project Membership: Click this tab to view a list of the projects that the user is a member of. Click the project title to be redirected to the Project Details page.
  • Role Membership: Click this tab to view a list of roles that this user is a member of at the account and project level.
  • Contacts: Click this tab to view the contact records for this person.