Overview:
Workers are users with extended permissions for the website, usually employees of the platform owner. The rights assigned to the worker determines their ability to manage other workers.
Step-by-Step Process:
- Sign on to the website
- Select the Settings Workspace and the Workers menu
- Select the Worker task from the menu drop-list
- Worker records will display on the page to the right
- Note – A list of existing Worker records can be exported as a *.CSV file by selecting the wrench icon on the upper right of the page. Toggle the filter (funnel icon) to filter display to active, disabled, or both types of records
- Select the Worker record to edit
- Note – Use the search field to quickly locate a Worker record by first/last name, username, or account. Use the Password link on the right side of the line to quickly change the password
- Use the radio buttons at top of the page to disable the user record
- Select the Edit link on the right side of the line to open the add-edit page
- Edit fields and select Save Worker at bottom of the page
Related Sources:
CIMcloud 2.0 user classifications defined