Add Users from your ERP (Vista or Spectrum)

Administrators can add users to the ViewpointOne™ platform from your ERP system (Vista or Spectrum), by going to Admin Center > User Management > Add Users from Vista/Spectrum, once your enterprise has been successfully configured. You can add multiple users at one time.

  1. If you haven't already, log in to the ViewpointOne™ platform.
  2. Click on your name in the upper right corner and select Admin Center.
    Note: If you don't see Admin Center, you have not been set up as an administrator. Contact your System Administrator for assistance.

    If you have more than one enterprise, select it from the Admin Center list.

    The selected Enterprise tab appears.
  3. Click the User Management tab.
  4. Click Add Users from Vista/Spectrum.
  5. Select the check box for each user you want to add.
    Enter the user's name in the Find a User field to quickly find a specific user.
    Note: You cannot select users who are missing a name or email in your ERP system (Vista or Spectrum). Users who already have access to Viewpoint Team™ are shown in the grid below and cannot be selected again.
  6. Click Next.
    Note: If you selected a user you don't want to send an invitation, click Remove next to their name.
  7. From the Enterprise Role drop-down menu, select the access level for the user. This selection determines whether or not a user is an Enterprise Admin.
    For details, see User Roles.
  8. From the Project Comm. Role field, select the access level for the user. This selection determines what the user can see and do in Team.
    Note: To work in Team, a user must have a Project Comm. role of User, Reviewer, or Admin. A user set to None will not be able to access to Team.
    For details, see User Roles.
  9. In the Analytics Role field, select the level of access you want to give the user to Viewpoint Analytics. For details, see User Roles.
  10. Click Send Invitations.
To give the added user access to data in Viewpoint Analytics, you must set the access level for that user. Once the user has created a profile and logged in to ViewpointOne, follow the steps in Edit a User to set the BU Data Access level for that user.
Important: Until a user is given access to a business unit in the BU Data Access field on the User Management page, that user will not have access to any data and will not be able to view or create a report in Viewpoint Analytics.