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View a Worker

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Objective

To view information about a worker added to the project's Crews tool.

Background

After creating a worker,  you can use the steps below to view information associated with that worker. 

Things to Consider

  • Required User Permissions:
    • To see workers only added to that specific project:
      • 'Read Only' level permissions or higher on the project's Crews tool.
        OR
      • 'Standard' level permissions 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 permissions or higher on the project's Crews tool.
        AND
        'Read Only' level permissions or higher on the Company Directory.
        AND
        the configure setting "Can company employees be tracked on all projects?" enabled.
  • Additional Information:

Prerequisites

Steps

  1. Navigate to the project's Crews tool.
  2. Click the Workers tab.
  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.