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Procore

View a Worker

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Objective

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

Things to Consider

  • Required User Permissions:
    • To see workers only added to that specific project:
      • 'Read Only' or above on the project's Crews tool.
        OR
      • 'Standard' level permission or higher on the project's Crews tool AND 'Read Only or 'Standard' level permissions on the Project level Directory tool with the 'Create Contacts' granular permission enabled on your permission template.
    • To see all workers across all projects:
      • 'Standard' level or higher permissions on the Crews tool 
        AND
        'Read Only' or above on the Company Directory tool
        AND
        the configure setting "Can company employees be tracked on all projects?" enabled.
  • Additional Information:
    • Workers can also be viewed in the Project and Company Directories under 'Contacts'.
      Note: 'Contacts' consist of all users added to the Crews and Incidents tools without and email address.

Steps

  1. Navigate to the project's Crews tool.
  2. Click the Workers subtab.
  3. Locate the worker you want to view information for.
  4. Click View to the left of the worker's name.
    view-worker.png

    This reveals the 'View Worker' window, displaying the worker's information.

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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