Prerequisites

Trimble Identity (TID) credentials (username and password); create a new TID here.
WorksOS license; contact your SITECH dealer.
Purchased licenses can be assigned or reassigned directly using License Manager.

NOTE: Each company (account) has control of the visibility to their own licenses. Dealers, Trimble Support, and additional company users do not have direct access unless added by an Administrator within License Manager.

WorksOS account
Account, users, and devices setup in WorksManager

NOTE: Your ability to create, edit, and delete accounts, projects, users, and content in WorksOS and WorksManager depends on your role and permissions:

Account Roles

Administrator - Account Admins can see and do everything needed to manage an account.
User - Account Users can see some things in an account, but cannot change anything.

For details, see the Account Roles help topic.

Project Permissions

Manager - Project Managers can see and do everything needed to manage a project.
Viewer - Project Viewers can see some things in a project, but have limited abilities to change them.

For details, see the Project Permissions help topic.

To change your account role or project permissions, contact your Account Administrator.

Required Data

Georeferenced project site boundary
Coordinate system/site calibration

Suggested Data

Alignments or linework
Site surveys
Design surfaces
Machine data