9.2

Edit

Managing Workers

To start managing Workers, click the Workers item in the top menu. You will see the following grid with a search field.

Managing Workers

Actions with Workers

On the Workers page, you can perform the following actions:

  • view Worker parameters—ID, Name, Organization, Status, Qualifications.
  • search Workers—You can search Workers by their ID, Name, or Organization.
  • view/edit Worker Profile, Teams, Qualifications History—Click the appropriate View link in the right column.
  • add Workers—Click the Add button.
  • assign Qualification to selected Workers—Select Worker(s) and click the Assign button.
  • remove Workers—Select Worker(s) and click the Remove button.
  • enable/disable Workers—Disabled Workers cannot log in and accept Tasks.
  • generate Report in a CSV file—This report displays all the Worker Assignments with payment details over a certain period.

Add Worker

Create Worker

To add a new Worker, do as follows.

  1. On the Workers page, click the Add button in the top right corner.
  2. Fill the worker Profile fields.
  3. (Optional) Add Worker Teams and/or Qualifications.
  4. Click the Create button.

Create Worker

To edit the Worker Profile, perform the following steps.

  1. On the Workers page, click the appropriate View link.
  2. Edit fields on Profile, Teams, or Qualifications tab. You can also review the Qualifications History tab.
  3. Click the Update button.
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