View a Worker
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 or higher permissions on the Crews tool AND 'Read-only' or above on the Directory tool WITH the Granular Permission "Create Reference Users (Only Applicable if Timesheets or Incidents is enabled)" marked.
- 'Read-only' or above on the project's Crews tool.
- 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.
- 'Standard' level or higher permissions on the Crews tool
- To see workers only added to that specific project:
- 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.
- Workers can also be viewed in the Project and Company Directories under 'Contacts'.
Steps
- Navigate to the project's Crews tool.
- Click the Workers subtab.
- Locate the worker you want to view information for.
- Click View to the left of the worker's name.
This reveals the 'View Worker' window, displaying the worker's information.