Concepts » Contexts

Worker

A worker is a person who represents your organization while performing their duties. A worker with unrestricted privileges is called an administrator.

For example, workers may include:

• Accountants
• Contractors
• Customer service reps
• Developers
• Executives
• Financiers
• Investors
• Lawyers
• Marketers
• Partners
• Public officials
• Researchers
• Salespeople
• System administrators
• Volunteers

Fields

Workers have the following fields:

• First Name

  A given name. This is used for snippets like signatures, as well as everywhere the worker is displayed in the user interface.

• Last Name

  A surname. This is also used for snippets like signatures, and every time the worker is displayed in the user interface.

• Title

  A job title. This is used in snippets like signatures. For example:

  • Account representative
  • CTO
  • Customer Service
  • Designer
  • IT Supervisor

• Email

  An personal email address. This will be used to identify the worker when logging in. This address will also be the default method of contacting the worker or validating their identity – for example, when resetting a lost password. This must not be an email address that delivers to the helpdesk.

• Password

  The password used by the worker to log in. This is not strictly required if you choose to enable an alternate authentication mechanism like LDAP or OpenID.

• Is Administrator

  TRUE if the worker is an administrator with all privileges, FALSE otherwise.

• Is Disabled

  TRUE if the worker’s account is deactivated and their login is disabled, FALSE otherwise. This is used to revoke all privileges while still preserving the history of a worker that is no longer a part of your team or organization. Disabling a worker’s account is generally preferable to deleting it.

• Last Activity

  The last activity performed by this worker. This is displayed as part of the Who’s Online functionality.

• Last Activity Date

  The last date and time that this worker interacted with the user interface. This is used to determine idleness.

• Last Activity IP

  The most recent IP address used by this worker. This is displayed as part of the Who’s Online functionality. It is also used for session security.

See the cookbook for useful custom field ideas for workers.

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