Users with access from more than 1 account

What is this article for

It's quite common to end up with your Trimble ID (TID - this is your email used to login) being associated with more than one Trimble Account (usually a company or institution). 

When projects are created in the Sefaira web-application, those projects are associated with an account. The space use templates are also associated with that account.

This article explains how to change which account is the "primary" account, where new Sefaira projects will be created.

Tell me more about multiple accounts?

Your Trimble ID (the email you use to login to Trimble, SketchUp and Sefaira products) can easily end up being associated with multiple accounts. Typically this happens if you have multiple Trimble products or if you have created trials for your TID then purchased as part of a different account.

To find out which accounts your TID is associated with, go to my apps. If you have more than one project you will see on the left-hand side a dropdown with the list of your accounts (see example below).

Screenshot_2021-06-14_at_11.59.33.png

Why does my account matter for Sefaira?

Each project in the Sefaira web-app is associated with an account. You can see the account the project is associated with on the projects page. For example, in the project below, the account it is associated with is "AMPLITUDE-TEST-WS"

Screenshot_2021-06-14_at_12.27.30.png

If you want to create and use space use templates, those templates are associated with the account the project was created with. The example below shows the default options.

Screenshot_2021-06-14_at_12.29.11.png

If you think you should be seeing some space use templates but are not it might be because your primary account is different to the one your space use templates were saved in.

How to I change my Primary Trimble account for Sefaira?

We assume that the Primary account is the account where you have most recently been assigned access. You will be notified when this changes with a banner that looks like this:

Screenshot_2021-06-14_at_12.26.00.png

To change which account is being used as Sefaira's primary account, you simply need an administrator of your account (could be you!) to unassign and reassign access to the product that has Sefaira in the account that you want to be your primary account.

Example:

Nathalie is using Sefaira through a Sefaira Stand-alone license her team leader, Diane, purchased an Acme architects. She has saved space uses she wants to use and sees them when creating projects. 

One day, Phil, who is the BIM manager at Acme architects, assigns Nathalie a SketchUp Pro license that was purchased separately to the Sefaira License by Acme Corporate. 

Nathalie now gets notified in Sefaira that her primary account is Acme Corporate. 

To go back to having Acme architects as her primary account, Nathalie asks Diane to unassign and reassign her Sefaira license in the user management portal.

 

Was this article helpful?
0 out of 0 found this helpful

Comments