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Procore

Edit a Worker (iOS)

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Also available on  android-gray-icon.jpg  web-gray-icon.jpg

Objective

To edit a worker's information in the project's Site teams tool using the Procore app on an iOS mobile device.

Background 

After you add a worker to the project's Site teams tool, you can edit the record when you need to. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Directory tool. 
      OR
    • 'Standard' level permission on the project's Site teams tool AND 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'Update Contacts' granular permission enabled on your permissions template.
  • Additional Information:
    • Workers can be viewed in the Project and Company level Directory tools in the 'Contacts' tabs.

Prerequisites

Steps

  1. Navigate to the project's Crews tool using the Procore app on an iOS mobile device.
  2. Tap the Workers tab.
  3. Tap the worker you want to edit.
  4. Tap Edit.

    crews-ios-edit-worker.png
     
  5. Tap into a field to modify the appropriate information.
  6. Tap Save to update the information.