Set Up a Worker

  • Updated

Set up worker accounts to give your crew access to the Assignar Mobile App, where they can submit timesheets, complete forms, and view their assignments.

Before you start

  • You need Dashboard user access with the Workers module enabled.
  • To set up workers in bulk, use the Assisted Import instead of adding them one at a time.

1. Create a worker

  1. Go to Resources > Workers.
  2. Click +Add new Worker.
  3. Complete the required fields:
    • User Type: select Worker
    • First Name
    • Last Name
    • Email (this is the address used to log in)
    • Toggle on Allow Mobile Access
  4. Click Save User.

Tips

  • Add the worker's phone number if you plan to send SMS messages.
  • Add the worker's address if you want to use the Worker Distance feature when scheduling.

2. Set worker permissions

Worker permissions control what data workers can see and interact with in the Assignar Mobile App. After saving a new worker, you are taken directly to the User Access tab.


The User Access tab on a worker profile, showing tag filters and Grant Access toggles.

  1. Review and update the fields below as needed.
  2. Click Save access settings.
Setting What it controls
Team tags The worker will only see other workers with this tag in the Assignar Mobile App. Use with caution for supervisory roles: adding a team tag exposes other workers' details, qualifications, assignments, timesheets, and form results to this user.
Asset tags The worker will only see equipment (assets) with this tag in the Assignar Mobile App.
Document tags The worker will only see documents with this tag in the Assignar Mobile App.
Order Search When enabled, the worker can search for orders in the Assignar Mobile App.
Contact Search When enabled, the worker can search for contacts in the Assignar Mobile App.
Create Orders When enabled, the worker can create orders in the Assignar Mobile App. Typically used for supervisors. See the Mobile Scheduling guide for more detail.

3. Worker login

Once set up, the worker receives a verification email at the address listed on their account. Ask workers to add noreply@assignar.com to their contacts to ensure delivery.

After verifying their email and setting a password, the worker can log in to the Assignar Mobile App using their Client ID, email address, and password.

Forgotten password

Workers can reset their password at any time by tapping Forgot your password? on the login screen.

Things to know

  • Team tags are best suited for supervisors. Adding a team tag to a standard worker exposes personal information about every tagged worker to that user.
  • A worker must have Allow Mobile Access toggled on to log in to the Assignar Mobile App. Without it, they can only access their profile.
  • If a worker uses the same email address for both a Dashboard User account and a Worker account, they can log in to both with the same credentials.
  • To add multiple workers at once, use the Assisted Import. Search the help centre for Assisted Import to find the guide.

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