> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trellistech.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboard a field worker

> Help a field worker sign in, find assigned work, complete proof, and manage notifications

## What this helps you do

Give a cleaner, inspector, or maintenance teammate a clear first-day path from
invitation to completed work.

## Before you start

* Confirm the worker's email or phone contact.
* Choose their role, department, and property access.
* Prepare one safe training task.
* Decide which checklist, photo, note, and time details are required.

## Onboard the worker

<Steps>
  <Step title="Invite the worker">
    From **Settings > Permissions**, review the contact, role, department, and
    property scope before sending the invitation.
  </Step>

  <Step title="Confirm sign-in">
    Ask the worker to accept the invitation, sign in, and choose the correct
    workspace.
  </Step>

  <Step title="Find the schedule and task">
    Have the worker open their schedule and the assigned training task. Confirm
    the property, time, and instructions.
  </Step>

  <Step title="Complete the checklist">
    Follow each item and add the required photos, notes, or time information.
  </Step>

  <Step title="Report an issue">
    Use the task note or issue path your team has chosen. Do not mark blocked
    work complete without explaining the problem.
  </Step>

  <Step title="Finish and review">
    Mark the training task complete, then have a manager review the result.
  </Step>
</Steps>

## Set notifications

Ask the worker to allow the notification methods your team uses for assignments
and schedule changes. Keep alerts limited to useful work. If a notification is
missing, check both Trellis preferences and the device or browser permission.

## How to check it worked

* The worker signs into the correct workspace.
* They see the training task and no unrelated property.
* The checklist, photos, notes, and completion status reach the manager.
* Required notifications are enabled.
* The worker knows how to report blocked work.

## Common problems

<AccordionGroup>
  <Accordion title="The invitation does not arrive">
    Confirm the contact in **Settings > Permissions** before using the available
    resend option.
  </Accordion>

  <Accordion title="The worker cannot see the task">
    Check the assignee, department, role, and property access. Then refresh.
  </Accordion>

  <Accordion title="Photos do not upload">
    Check device permissions and connection quality. Keep the task open until
    the required proof appears.
  </Accordion>
</AccordionGroup>

## Related articles

* [Tasks](/platform/tasks)
* [Workforce](/platform/workforce)
* [Choose roles and property access](/guides/roles-and-property-access)