Account Level Presets
Section Contents
What are account level presets?
Account level data table presets: Now the Account Admin role can create Data Table Presets into the Account Admin dashboard and apply the same preset to multiple projects quickly.
Account Admin workflow for creating account level data table presets
Log in as Account Admin. Only the Account Admin can create account level presets.
Open a project in the Trimble Connect for Browser 3D Viewer
Create a new preset in the data table (see user guide)
Click Save as… and select the “Save as account preset” option
5. Note that now the new preset is marked as an Account preset and it’s listed under the Account Presets section:
Account Admin workflow for applying the account level preset into multiple projects
Log in as Account Admin
Open the Account Admin dashboard
Click Data Table Presets. All data table presets that were saved as account presets are listed here.
Click “Add to projects” button for the preset that you wish to apply to projects
A list of all projects associated with the account is presented. Select all projects you want to apply the preset to.
Click Apply
Now the preset is visible in the data table for all users in the selected project(s)
Account Admin workflow for editing account level preset
Log in as Account Admin. Only the account admin can edit account level presets.
Open any project where the account level data table preset is applied to using the Trimble Connect for Browser 3D Viewer
Open Data table and start editing the account level data table preset
Click Save
The change is immediately saved to all projects where the account level data preset is visible
Project User workflow for viewing account level data table preset
Log in as a project user
Open a project in the Trimble Connect for Browser 3D Viewer
Open the Data table
Open the Add or Remove Columns Dialog
Available account level data table presets are listed in the Presets selector under the Account Presets section
Project User workflow for making changes to account level data table presets
The project user cannot edit an account level data table preset
However, the project user can make edits to the account level data table preset and click Save as… which will then save the edits as a new project level preset
