Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to create or add crews, users will need Manage permissions for Users
This feature allows you to organize your team members into specific groups for more efficient project management.
Creating a Crew
From the Team module, locate and click on the "Crews" tab. This will bring you to the page where you can manage your crews.
To create a new crew, click on the "Add Crew" button. A pop-up window will appear, prompting you to enter a desired name for the crew. Type in the crew name and click "Create" to finalize the creation of the crew.
Note: Please check the box labeled "External" if the crew you are setting up is intended for users outside of our organization or external users.
Adding Users to a Crew (Internal)
Once you have created a crew, it's time to add users to it.
Navigate to the "Users" tab within the Team module. From the list of users, select the users you want to add to the crew.
With the desired users selected, locate the "Actions" drop-down menu at the top right of the user list. Click on the drop-down menu to reveal a list of available actions.
From the "Actions" drop-down menu, choose the option "Add to a Crew". A pop-up window will appear, displaying a list of available crews.
In the pop-up window, select the crew name that you want to assign the selected users to. Once you have chosen the crew, click the "Add" button to add the selected user(s) to the crew.
Note: You can assign users to multiple crews if needed, providing flexibility in managing different teams or project groups.
Adding Contacts to a Crew (External)
Once you have created a crew, it's time to add users to it.
Navigate to the "Contacts" tab within the Team module. From the list of users, select the users you want to add to the crew.
With the desired contacts selected, locate the "Actions" drop-down menu at the top right of the user list. Click on the drop-down menu to reveal a list of available actions.
From the "Actions" drop-down menu, choose the option "Add to a Crew". A pop-up window will appear, displaying a list of available crews.
In the pop-up window, select the crew name that you want to assign the selected users to. Once you have chosen the crew, click the "Add" button to add the selected user(s) to the crew.
Note: You can assign contacts to multiple crews if needed, providing flexibility in managing different teams or project groups.
Ways to Use Crew
Internal Crew
Quickly grant permissions all at once.
Easily add to the project team all at once.
Remove from the project team.
External Crew
Quickly add to project contacts all at once.
Remove from project contacts.