Managing Account Settings

Find and keep your account information up-to-date for from your secure online account in Trimble Ag Software. Add an email address to ensure you’re receiving the latest feature updates and service alerts, and record your address to support purchases in the online Marketplace. Your profile information can vary if you have more than one organization associated with your Trimble ID.

1. Log in to your account online (learn more)
2. Click on the Farm tab (top menu)
3. Select Profile to view or print your Client Information
4. Edit details by clicking the Update button (top right)
   
5. Modify your client profile by adding:
   • Company name – (required) also known as your Organization name within the account
   • Name – contact name associated with the Company Name
   • Title – position or job title
   • Email – (required) email address used to keep you informed of feature updates or service alerts
   • Home, work, cell or fax numbers – add optional contact information
   • Address – (required) address used to manage licenses or purchase add-ons in the online Marketplace
   • Get from Address – click this button to automatically add optional GPS or latitude and longitude coordinates based on your address
   • Notes – add details for your own reference, such as how this account is being used in your business, etc.
     
   • Carbon Aggregation – (visible to customers in Alberta, Canada only at this time) click the checkbox to sign up for the optional carbon credit program, to earn potential cash rebates in return for sustainable (zero-till) farm practices
6. Click Save Info (or click Back to return to the previous screen without saving changes)

After naming your organization during the initial setup of your Trimble Ag Software account, organization administrators can manage the members and ownership of organizations associated with your account, edit organization settings, add an organization or delete an organization. When you’re done here, check out other account settings that can be updated in your online account.

1. Log in to your online account (learn more)
2. Click the person   icon (top right)
3. Click Manage Organizations
   
   
4. Click the pencil icon  to edit the organization details
   
   
5. On the Edit Organization pop-up window, select options in each dropdown list or enter changes as needed
   
   • Organization Owner (also known as the Purchasing Organization used for managing licenses in the online Marketplace)
     • If a new organization owner is selected from the list of contacts already added to your account, the following notification will appear before changes are saved
       
     • Click the notification  icon (top right) to view new messages as changes are made, then click the gear  icon to mark as read, or click Show Previously Read
       
   • Organization Name (also known as the Company Name)
   • Time Zone – select from the dropdown list for regions around the world
   • Default Measurement System – select Metric or U.S. (also known as Imperial) used for automatic processing of your precision ag data
   • Currency Symbol – select from the dropdown list to choose Dollars, Pound Sterling or Euros
6. Click Save or Cancel

More options:

1. Add an organization: click the +Create New button to add an organization that will not share your account data or plan features (contact our sales team to learn more about pricing and options that fit your needs)
2. Delete an organization: click to select one or more organization names on your list, then click the Delete button to remove the organization including all associated data from your account
   
   For help with deleting or recovering an organization, contact our customer support team for assistance.

From the online account, each user can set personal preferences for time zone, unit systems and more. Language settings and translation for the online account are managed by each user’s web browser. Trimble Ag Online is fully compatible with the latest Google Chrome browser and is available in 11 languages other than English, including: French, German, Italian, Spanish, Portuguese, Polish, Czech, Ukrainian, Bulgarian, Russian, and Romanian.

1. Log in to your online account (learn more)
2. Click the Person icon (top right)
3. Click My Settings
   
4. Select your local Time Zone from the dropdown list
5. Select your account’s Purchaser Org from the dropdown list
6. Select your preference for viewing Last Location by field name entries or by reverse geocoding (latitude/longitude coordinates) entries:
   
7. Select your preferred Unit System as Metric or U.S. (also known as Imperial):
   
8. Check the box (optional) to Customize Unit Systems for various measurements:
   
9. Click Save when done.

Did you know? Units of measure can also be set on the mobile app and synced to the online account (learn more).

Trimble Ag Mobile displays units of measure that are determined by the location settings on each user’s mobile device. It’s easy for each account user to customize units of measure directly in the mobile app settings, and sync changes back to the online account.

As well, language settings and translation for the mobile app are managed by each user’s mobile device under settings for language and region (check with your device manufacturer to learn more about how to adjust settings on your phone or tablet). Trimble Ag Mobile is available in 11 languages other than English, including: French, German, Italian, Spanish, Portuguese, Polish, Czech, Ukrainian, Bulgarian, Russian, and Romanian.. To see the full range of languages as new translations are added, download the latest version of the app.

1. Log in to the mobile app with the same Trimble ID used to access your online account (learn more)
2. From the mobile app’s home screen, click on the Settings tile
   
3. Tap any row to edit the preferred unit of measurement:
   
4. Tap to select the new unit of measure (Metric or U.S., also known as Imperial):
   
5. Click Done to save changes
6. Tap the back arrow < to return to the previous screen
7. Tap the sync button  (top right) to sync changes to/from your online account:
   • Tip: the sync button will be green when updates are available
8. To view changes in your online account (with the same Trimble ID), simply refresh your web browser and check My Settings

The online Marketplace within your account is your one-stop-shop for all of your Trimble Ag Software needs. From here, you can view licenses and renewals, see any annual maintenance plans, and purchase add-ons for use online, on the desktop, or on the mobile app.

1. Log in to your online account (learn more)
2. From the Profile icon  (top right), scroll down and select the Purchaser Organization
3. From the Farm tab, select Marketplace
4. Click Current Licenses to see all licenses assigned to this organization
   
5. Click the plus sign  to expand and view licenses in each group

Once contacts, organization administrators and partnerships are set up on your account, you can see and control the level of access each of these has to your information online and on the mobile app. You can control which features are visible to users by managing system and mobile access for each contact, as well as choosing which modules to activate for your entire account in the online Marketplace.

User Access Options by Platform | Trimble Ag Online and Trimble Ag Mobile

Manage all of your farm contacts in one place with the Trimble Ag Software online, for easy access from your mobile device when you want to call or email people on your team.

1. Log in to your account online (learn more)
2. Click on the Farm tab (top menu)
3. Select People
4. From the Contacts tab, click the Manage button (top right)
5. Select Add Contact
6. Fill in any fields (as needed) to add name, title, email address, various phone or fax numbers:
   
7. Click Update Photo (optional) to upload an image from your computer
8. Click Save to finish adding a contact with default access (no system or equipment operator access on your account)

Manage permission levels for all of your farm contacts with Trimble Ag Software’s online tools that let you decide who will have system access as a licensed user on your account, while giving you control over who can view your account data online or on the mobile app. Once contacts are set up online with system access, you can also use the mobile app to attach operators when recording field tasks.

1. Log in to your account online (learn more)
2. Click on the Farm tab (top menu)
3. Select People
4. From the Contacts tab, edit an existing contact by clicking the pencil icon  (or Add Contact)
5. Click System Access
6. Check the box Can Access System to display the default settings below
   
7. Check the option to send an access notification message by email
8. Check the option (or leave blank) to assign Organization Administrator access to manage organization settings including members, ownership, time zone, unit system and currency, along with vehicles licenses
9. Edit Access Level (as needed) from View Only to Full Access
10. Edit Financial Access (as needed) from Hide Details to Full Access
11. Edit Mobile Security (as needed) from Full Access to restricted access by clicking +Add Permission:
    • Select a Resource from the list
    • Select a Year or All Years from the list
    • Select Permission (Edit or View only) from the list
    • Click the check mark  to finish (or click undo  to cancel changes to mobile security)
    • Repeat (as needed) to add mobile access to additional resources for this contact
      
12. Click Save (or Cancel) to return to All Contacts
13. Filter contacts by Type to view and manage all Contacts with System Access
    

Visit the online Marketplace to purchase additional user licenses for your account, or contact our sales team to learn more about plans that meet your needs.

Assign labour costs by season or date range to farm contacts on your Trimble Ag Software online account, for use with the Ag Time Tracker™ add-on available in the online Marketplace. In addition to easy access from your mobile device when you want to call or email the people on your team, contacts can also be set up online with time tracker profiles and permissions so that your field operators can easily clock in and out of shifts and view time sheets on their mobile device.

1. Log in to your account online (learn more)
2. Click on the Farm tab (top menu)
3. Select People
4. From the Contacts tab, edit an existing contact by clicking the edit icon  (or Add Contact)
5. Click Time Tracker
6. Add Wages by clicking the calendar icons to select a start and end date:
   
7. Add an hourly Wage
8. Click the check mark  to finish (or click undo  to cancel changes)
9. Repeat (as needed) to add more date ranges and wages for this contact
10. Click Save
11. Next, add mobile access by clicking System Access
    
12. Under Mobile Security, click +Add Permission to modify the default of Full Access
13. Select Time Tracker from the Resource list
    • Tip: Only include Time Tracker Admin when sharing reporting tools with supervisors or managers
14. Select a Year (as needed) or leave as All Years
15. Keep Permission as Edit
16. Continue adding permission for remaining Resource items, as needed, to ensure this Contact can continue to access other areas of the account on the mobile app
17. Click Save (or Cancel)

Learn more about using Ag Time Tracker.

Assign equipment operator access to your farm contacts with Trimble Ag Software’s online tools that let you decide who will have login access to vehicle field displays, with options to group or inactivate equipment operators on your account. In addition to easy access from your mobile device when you want to call or email the people on your team, once contacts are set up online with equipment operator access, you can also use the mobile app to attach operators and associated labour costs when recording field tasks.

1. Log in to your account online (learn more)
2. Click on the Farm tab (top menu)
3. Select People
4. From the Contacts tab, edit an existing contact by clicking the pencil  icon (or Add Contact)
5. Click Equipment Operator
6. Check the box Equipment Operator to display the default settings below
   
7. Add an Applicator License (if applicable) for authorized or certified fertilizer and pesticide applications
8. Change the Status, if needed, from Active (default) to Inactive by selecting from the dropdown list
9. Enter a Unit Cost for hourly rate
10. Add a Login ID (if required) for vehicle display access
    • Note: changing this value will require reprinting of any previously printed QR login codes for this operator
      
11. Add an optional 4-digit PIN for vehicle display access
    
12. Click Manage Groups to add, edit or delete equipment operator groups (click Close when done)
    
13. Click Save (or Cancel) to return to the list of All Contacts 
14. Filter contacts by Type to view and manage all Equipment Operators:
    
15. Click the pencil  icon to edit Contact Properties
16. Click the Equipment Operator tab
17. Click the button to Email QR Code to Operator
    

More options:

Learn more about operator settings available for integrated vehicle and equipment displays in the Fleet Management User Guide. For basic setup of vehicles and displays in Trimble Ag Software, check out the quick-start guides under Managing Fleet.

Contact our sales team to purchase additional user licenses and learn more about plans that meet your needs.

Use partnerships when you want an advisor or agronomist to have access to your Trimble Ag Software account, without taking up a licensed user seat on your account. While partners can see and edit data within your online account, they cannot collect data for your account on the mobile app. For help with adding a licensed user instead, start by adding contacts, then review how to add system access.

Before adding a new partnership, check that you have the advisor’s email address as used in Trimble Ag Software. It’s also helpful to have your crop years as well as clients, farms and fields already set up on your online account.

1. Log in to your account online (learn more)
2. Click on the Farm tab (top menu)
3. Select People from the left navigation menu
4. Click on the Partnerships tab
5. Click the Manage button
6. Select Add Partner
   
7. On the Partnership Properties screen, enter the partner’s email address (required)
8. Click the search icon  to automatically display the matching organization name
   
9. Select one or more Roles from the available options, including: Precision Workbench, Soil Sampler or Applicator
10. Select one or more Years from the list of crop years on your account
11. Apply the partnership to selected Clients, Farms and Fields on your account by expanding  or collapsing  the lists for each
12. Click Save (or Cancel)

Once you’ve added a partnership to your online account, it’s easy to edit or remove their profile from your account.

1. Log in to your account online (learn more)
2. Click on the Farm tab (top menu)
3. Select People from the left navigation menu
4. Click on the Partnership tab to view active profiles on your account
   
5. Click the edit icon  to change a partnership profile, then click Save (or Cancel) or
6. Click the delete icon  to remove a partnership and confirm by clicking Delete (or Cancel)