Edit a Worker

Objective

To edit a worker's information in the project's Crews tool.

Things to Consider

• Required User Permissions:
  • Admin level permissions on the Project level Directory tool. 
    OR
  • Admin level permission on the project's Crews tool AND 'Read Only or 'Standard' level permissions on the Project level Directory tool with the 'Update Contacts' granular permission enabled on your permission template.
• Additional Information:
  • Workers can be viewed in the Project and Company level Directory tools in the 'Contacts' tabs. See Switch Between Views in the Project Directory and Switch Between Views in the Company Directory.

Steps

1. Navigate to the project's Crews tool.
2. Click the Workers tab.
3. Locate your desired worker.
4. Click Edit to the left of the worker's name.
   
   This reveals the 'Edit Worker' window.
5. Modify any desired information.
6. Click Save.

See Also

• View a Worker