Workia allows users to quickly access user and employee information through the Overview Card.
Viewing a profile via the Overview Card
Hover over a profile icon to display the Overview Card, which provides a quick snapshot of their details such as name, role, email, and the number of cases they own.
Accessing detailed profile information
Click the three-dots icon in the top-right corner of the card. Select View Details from the dropdown menu to open the Profile window.
In the Profile window:
Profile Tab: Under this tab, you can edit the employee's information.
Related Cases Tab: This tab displays all cases related to the employee.
Inviting non-Workia users
If the employee is not yet a part of Workia, you can still view and edit their details, such as their first and last name.
You will also see the Invite to Workia option, allowing you to invite them to join Workia while managing their profile.
