To add or remove worker roles, worker competencies and additional documents follow these steps:

1. Click on the ‘Workers’ tab to enter your worker list.

2. Open the person's record by clicking the ‘view’ button next to their name.

3. On the top right of the screen is the ‘Compliance Settings’ table. Click the ‘Manage’ button next to the relevant project/client.

4. To assign a worker category, select a suitable one from the drop-down list (1) and click the 'Assign Worker Categories' button (2) to save. To remove categories click the 'Unassign' button (3).

5. To assign project/site(s) to a worker, scroll down to the Sites table > select one from the drop-down list (1) and click the 'Assign Sites' button (2) to save. To remove sites, click the 'Unassign' (3) button.

6. For a worker who manages plant, scroll down to 'Plant & Vehicle Categories'. Search category or select a suitable one from the drop-down list and click the 'Assign Plant & Vehicle Categories' button to save. To remove categories click the 'Unassign' button.

7. For additional documents go lower to 'Additional Documents' table. Search category or select a suitable one from the drop-down list (1) and click the 'Assign Additional Documents' button (2) to save. To remove document click the 'Unassign' button (3).

8. To unassign a worker under each Client, click the 'Unassign worker from {Client/ORG Name}' button located at the bottom of the page.

Note: Once the worker is unassigned (deactivated) from the client, you cannot revert it. You will need to reach out to your client contact to activate the worker again.