Edit executive
Module: Workers · For: Carrier users · Page address: /carrier-portal/workers/executive/:id/edit
How to get there
Section titled “How to get there”Team → Executives → Demo — synthetic · Rachel Coleman → Edit Executive
Who can use this page
Section titled “Who can use this page”Needs: Edit permission on the Workers module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | No |
| User | No |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Cancel | Delete on Workers | Must be granted on its own (not part of Manage) |
| Save all changes | Edit on Workers | Manage also grants it |
| Edit notes | Edit on Workers | Manage also grants it |
| Upload document | Upload on Workers | Manage also grants it |
What this page tells you
Section titled “What this page tells you”PDF or image, up to 25 MB. Only admins/managers can view or manage these files — I-9, W-4, and background-check paperwork are legally sensitive. Upload an I-9, W-4, or direct deposit form to get started.
What you see
Section titled “What you see”- Identity & contact
- Role & organisation
- Employment
- Skills & certifications
- Emergency contact
- Notes & access
- Compliance documents
- Executive card — Editing
- Demo — synthetic · Rachel Coleman
What you can do
Section titled “What you can do”- Cancel
- Save all changes
- Emergency contact
- Form I-9 on file
- Form W-4 on file
- Direct deposit form on file
- Hide preview
- Edit notes
- Hide Notes & access
- Upload document
- Choose File
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| First name | Yes | textbox | Dana |
| Last name | Yes | textbox | Whitcomb |
| Employee ID | Yes | textbox | EMP-1042 |
| Phone | Yes | textbox | (555) 0147 |
| Yes | textbox | dana.whitcomb@grennex.com |
|
| Position | Yes | textbox | Senior dispatcher |
| Department | Yes | combobox | Operations |
| Manager | No | combobox | No one |
| Reports to | No | combobox | No one |
| Executive team member | No | checkbox | |
| Portal role | No | combobox | Choose Manager or User |
| Employment type | No | combobox | Full-time |
| Status | Yes | combobox | Active |
| Shift | No | combobox | Day |
| Hire date | No | textbox | 2025-12-04 |
| Location | No | combobox | Los Angeles, CA |
| Salary | No | textbox | |
| Skills | No | textbox | Load planning, TMS |
| Certifications | No | textbox | CTB (TIA) |
| Contact name | No | textbox | Marisol Vega |
| Relationship | No | textbox | Spouse |
| Linked portal user | No | textbox | Not linked — established at invite/claim |
| Document type to upload | No | combobox | Form I-9 |
When there is nothing to show
Section titled “When there is nothing to show”- “No documents yet”
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27