Edit a Worker

Objective

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

Background

After you add a worker to the project's Crews tool, you can edit the record when you need to. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Directory tool. 
    OR
  • 'Admin' level permissions 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:
  • Worker records are added to the Project and Company level Directory tools in the 'Contacts' tab. To view those records, see Switch Between Views in the Project Directory and Switch Between Views in the Company Directory.
  • Worker records can be edited in the Project level Crews tool and in the Project and Company level Directory tools. See Edit a Worker, Edit a Contact in the Project Directory, and Edit a Contact in the Company Directory. 

Prerequisites

• Add a Worker

Steps

1. Navigate to the project's Crews tool.
2. Click the Workers tab.
3. Locate the worker you want to edit.
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