Workers

Creating Workers

Step-by-Step Process: Select the Settings workspace icon from the menu bar Select the Workers link from the Workers drop-down menu...
Manage Workers

Overview: Workers are users with extended permissions for the website, usually employees of the platform owner. The rights assigned to...
Worker Rights Defined

Overview: Workers are users (usually employed by the platform owner) with extended rights compared to Contacts (users attached to customer...
Workers and Worker Groups Overview

Introduction This provides and overview of Workers, Account Filters (for Workers), and Worker Groups in the CIMcloud Worker Portal. Workers...
Login as the “Admin” Worker For The First Time

Overview This article explains how the very first person at your company will login to your new CIMcloud platform (which...
The Platform “Administrator” Worker Login

Overview The platform Administrator login is a special worker login that comes automatically with the CIMcloud platform. The platform administrator...
Worker Login Management Abilities

Overview Worker Login Management is special set of abilities, that can be assigned to CIMcloud Worker logins, that allows that...
Invite Workers to Use Your CIMcloud Worker Portal

Overview This article explains how to create new worker logins and invite them to access your CIMcloud Worker Portal. This...
Customer Account Filter Overview

Overview Customer Account Filters (also called “Accounts Query Type” or “AQT” for short) allows you to restrict access to your...
Single Sign On (SSO) for Workers

Overview The Single Sign On (SSO) for Workers bundle is the recommended approach for Worker Portal logins, offering enhanced security...