Edit a startwork packet

Startwork packets are permission based

To edit a company-level startwork packet, your account must have one of the following roles enabled:

• Role: Company Admin, Company Manager

• Custom role with: Worker hiring and startwork - Full access

To edit a project-level startwork packet, your account must have one of the following roles enabled:

• Role: Company Admin, Company Manager, Project Coordinator

• Custom role with: Worker hiring and startwork - Full access, Project access only

Overview

You can make changes to the following startwork packet details:

• Name

• Description

• If you’re company uses an organizational hierarchy, then you’ll also have the option to change the organizational unit (OU)

• The individual startwork documents included in the packet

• The order of the individual startwork documents in the packet

How to edit a startwork packet

To edit a startwork packet:

1. At the top of the left-side navigation, click the dropdown menu

   • If you want to edit a startwork packet at the company-level, select All projects

   • If you want to edit a startwork packet at the project-level, select the project that you’re editing the packet for

2. In the left-side navigation, click Startwork

3. On the Startwork dashboard, click the Packets tab

4. In the Packets view, click the three dots next to the packet that you want to edit, then select Edit

5. A drawer will open, allowing you make changes to the packet's name, description, organization, included documents, and document order.

6. Once you have completed your edits, click Save