Creating a Worker

To create a worker, perform the following steps:

  1. Workers are called Users in KAIE. Use the left side bar menu to select Admin then the sub-menu Users.
  2. To create a new user, click on the add () icon at the top right of the screen.
  3. On the popup, enter the following details:
    • Name - this is a the user’s full name.
    • Email - this is the associated email address of the user and is a required field. It must also be unique - i.e. not shared with another user.
    • Company - this is the associated company the user is relevant to.
    • Contact - this is an automatically generated field. All User entities will automatically have a Contact entity created for them as well, in which you can update their title, location, and other details. Read more about this in Creating & Editing a Contact.
    • User is active (checkbox) - this is a checkbox to determine whether a user is eligible for current work activities. By default, it is checked. By unchecking it, you render the user inactive and thus ineligible for selection in work activities and teams.
  4. Click Save.
  5. Tip - if the new user did not appear, try refreshing the page.

Editing a Worker

To edit an existing Worker, perform the following steps:

  1. Use the left side bar menu to select Admin then the sub-menu Users.
  2. Find the user you wish to edit by scrolling or using the search function.
  3. Click on the edit () icon, then follow the instructions from step 3 in Creating a Worker, above.