# Workers and Users

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<summary>Media</summary>

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FWBAgdHxO538vqQG8EC3p%2Fvecteezy_light-bulb-icon_6757532.jpg?alt=media&#x26;token=f7283bd4-81e3-4d9a-b5e3-f594d233421f" alt="" data-size="line">[Add Workers and Create Logins](https://howto.salesorder.com/add-worlers-and-create-logins/)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FdlDX33zRk8h6AjaaBQFh%2Fimage.png?alt=media&#x26;token=3377aa77-aa2f-4ced-9b6c-8fd766205ac6" alt="" data-size="line">[Add a Worker with Login](https://app.storylane.io/share/kg14j8jie6if)

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### Workers and Users - need to know <a href="#t9yg1jnjf1gw" id="t9yg1jnjf1gw"></a>

Workers are ‘trading partners’ or stakeholders in your business. Workers can be employees, contractors, or sales agents.&#x20;

You can manually create Workers:

<mark style="color:orange;">Company>Workers+</mark>

You can upload Workers:

Go to: <mark style="color:orange;">Setup>Import Data>Workers</mark>

You can assign Workers user login credentials,&#x20;

<mark style="color:orange;">Workers>Worker>Login details</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">tab</mark>*<mark style="color:orange;">>Enable Login</mark>

Users can be configured with Roles (See [Roles](https://helpwith.salesorder.com/setup/roles)). Roles control the rights and permissions of the Worker's user login.

<mark style="color:orange;">Workers>Worker>Login details>Security and Role>Role</mark>

{% hint style="danger" %}
To prevent security issues you should set up Roles before setting up user Logins
{% endhint %}

#### Workers are 'Suppliers'.

Workers are Suppliers. From the Worker Document you can create:

* Expense Claims
* Timesheets
* Cash Purchases
* Bills (Purchase Invoices)
* Refunds
* Credit Notes

You can make Payments to Workers, you can also view their Accounts Payable balance, and list their transaction history.

### Worker user access to multiple email account(s) <a href="#f3gq1dz20855" id="f3gq1dz20855"></a>

<mark style="color:orange;">Workers>Worker>Login details>Accessible email accounts>Enable Email Access.</mark>

Then select the relevant connected email account(s).

To connect email accounts go to:

See [Email ](https://helpwith.salesorder.com/organizer/email)and [Email Accounts ⛭.](https://helpwith.salesorder.com/setup/configuration/email-accounts)

<mark style="color:orange;">Setup>Configuration>Email>Mail Accounts</mark><mark style="color:blue;">.</mark>

### Workers are Owners of Documents <a href="#fbm0fvjswiws" id="fbm0fvjswiws"></a>

When a User creates a Document the system automatically assigns the respective user as the Document Owner. Every Document has an Owner field. Users can reassign the Owner of a Document.&#x20;

To change the Ownership of a Document the appropriate User Role ‘Taking Ownership’ value must be set. See [<mark style="color:blue;">Owners</mark>](https://helpwith.salesorder.com/company/workers-and-users/owners).

### Preserve *a different* Ownership on Documents

&#x20;If you have a situation where your order entry team is capturing orders on behalf of your internal or external or independent sales reps, you may want to circumvent the normal sales document assign ownership behavior.

The normal behavior for document creation is for the user name to be set as the owner on the new document. To change this so the new document inherits the owner set on the Customer (where the rep owns the Customer) go and edit the Role set on the Order Entry worker.

<mark style="color:orange;">Role>Edit</mark>

<mark style="color:orange;">Role>Ownership options>Preserve ownership of sales documents = Checked</mark><mark style="color:blue;">.</mark>

### Workers, Reporting, and Permissions&#x20;

The Worker Contact section has three fields:

* Team
* Department&#x20;
* Office&#x20;

The values you store in these fields can be used to:

* **Filter reports** - Look for the filter +Team/Office/Department when you customize a report.
* **Control access permissions on Roles** - Look for 'Your Team' and 'Your Office' when you create/edit a role.


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