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Procore

Edit a Worker

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Objective

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

Things to Consider

  • Required User Permissions:
    • Admin level permission on the project's Directory tool. 
      OR
    • Admin level permission on the project's Crews tool AND Read-only or above on the Directory tool WITH the Granular Permissions "Update Reference Users (Only Applicable if Timesheets or Incidents is enabled)" enabled. See Grant Granular Permissions in a Permission Template for more information

Steps

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

See Also

If you would like to learn more about Procore’s crew management software and how it can help your business, please visit our construction crew software product page here.

 

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