Trimble WorksManager Help

Share Devices Across Accounts

You can now share devices between different WorksManager accounts for easier project management and device maintenance.

An account (typically associated with one customer or company) can have any number of projects and any number of devices. You can assign devices within your account to any project in your account. With this new feature, you can now assign a device from an account other than your own to a project in your account or vice versa. This is applicable for scenarios in which rental or subcontractor devices are being used on a contractor project or in a joint-venture project between different companies. Sharing devices needs a partnership - a partner can be a rental, subcontractor, or contractor account.

If you are a contractor, this is helpful when you have a mixed fleet with devices from a subcontractor or an equipment rental agency, who has a different WorksManager account. You no longer have to add duplicate devices from a subcontractor or rental account to your account. Neither do you have to create duplicate projects in your account, as well as the subcontractor/ rental accounts.

If you are an equipment rental agency or a subcontractor, this is helpful to easily share your devices with the contractor.

Note: As a device is shared from account to account, the device credentials do not change; they remain the same (the original owner's device credentials).

Three Steps to Share Devices

Assigning a device shared from a different account to a project requires these steps:

Establish a partnership between account owners. If your company and another account (subcontractor or rental agency, for example) want to share a device, either one of you submits a request. If the receiving party approves, they accept the sharing request, and you become partners.
Share any number of devices with a partner. Once a partnership has been established (approved by both parties) you can share your devices. This partnership means that you can share any number of devices at any time.
Assign shared devices to any of your projects. After sharing devices, assign any of them to your projects so you can transfer data from office-to-field and field-to-office regardless of the device's original account ownership.

Establish a Partnership Between Account Owners

Sign in to WorksManager with your Trimble Identity (TID).
In the left pane, select My Accounts.
On the My Accounts page, choose an account and click Partners in the left pane.
Review your partners (contractors, subcontractors, and/or equipment rental agencies), the number of shared devices, and your partnership status.
To establish a new partnership, click the + ADD button in the upper right to propose a new partnership.
In the Partner Short Org field, enter a unique partner identifier for WorksManager.

Note: This must be a short organization name that exists in the WorksManager database for it to be recognized as valid.

Click in the Email field and paste in a partner email address. Click + next to each address you add.

You can add as many people here as needed. Each person you add will get an email notification of the partnership request.

Note: If you do not specify anyone by email address, the partner request will still be sent and anybody at the partner account can approve, but no one will be notified by email.

Click ADD. Once the partnership request has been sent, the Partnering Status on the MY PARTNERS page changes to Pending.
If you are on the receiving side of a partnership request, you will receive an email notification that another WorksManager account owner wants to partner with you.
If you want to accept the invitation, click View to open your PARTNERS page in WorksManager.

Note: If no email notification is sent, your proposed partner will see an Approve button on their PARTNERS page when they sign in to WorksManager.

If you want to partner with the requesting company, click Approve. Once you approve, the partnership becomes active for both parties.

Share an Number of Devices with a Partner

In the left pane, select My Accounts.
Choose an account and click Devices in the left pane.
On the My Devices page, check the boxes next to each device you want to share with a partner.
Click the SHARE button in the upper right.
On the SHARE DEVICES page, select a Partner Account to share with.
Enter an email to notify the partner that you have shared devices.
Click the Share button.

On the My Devices page, the device icon is appended with a small sharing badge. The info screen for the device also shows your partner as the Active Account, as shown in the image to the right.

As a recipient of shared devices, you can click My Devices on your page and select Shared with Me to see the shared devices. On the info screen for any shared device, you can see the Owned By account owner.

Assign Shared Devices to any of Your Projects

Use the regular steps listed in Add the Device to your Project, but toggle the Shared with Me option when selecting the devices to add.

When you send a design to a device, you can select a shared device in the same way as you do your own devices.

Limitations

Only data transfer of shared devices from partner accounts will work, the Internet Base Station Service (IBSS) is not currently supported. Until this changes, IBSS sharing has to be set up manually in Trimble Connected Community (TCC).

Next topic: Add Members to an Account and a Project

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