Desktop Workers Interface

 

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Navigate to “Workers” within the main menu to access the following information:

Features

Key features include:

  • Tabs
    • Active tab
      Contains a list of active workers. An active worker is anyone that has been set up on the platform who has not been otherwise categorized into the Deactivated tab.
    • Invited tab
      Contains a list of workers who have been invited to the Company.
    • Deactivated tab
      Contains a list of workers who have been moved to the Deactivated tab by the Company Admin.

  • Worker actions
    • View & Edit
      Opens the worker’s profile to view and manage their information and related paperwork.
    • Deactivate
      Removes the worker’s profile from the Active tab, and places it in the Deactivated tab.

Note: All information is still accessible, however no actions or edits can be done unless the worker is activated.

  • Inviting/Creating a Worker
    • Export button
      Opens a list of your workers with the option to export.
    • Invite Worker button
      Opens a dialog box to fill in worker details. This sends the worker an invite via email or text message to use the platform.
    • + Create Worker button
      Opens a dialog box to fill in worker details for a worker who will not be using the app. The created profile is used for the Company Administrator or Foreman to manage the worker’s documents under this profile.
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