Add your crew and teams so you can put them on jobs
List the people who work your jobs and group them into teams, so you can assign them on jobs and the calendar. No login needed.
- Where
- Settings › Team
- Who can do this
- People with the Team & permissions permission
The People list is your crew roster. Nobody on it needs a login. It's how names get onto jobs and the calendar.
Add a person
- Step 1: Go to Settings › Team.
- Step 2: In the People card, click Add person.
- Step 3: Enter their Name. Pick a Team if you have one, or leave it on No team.
- Step 4: Click Add person. A calendar color is picked for them automatically.
Group people into teams
- Step 1: In the Teams card, click Add team.
- Step 2: Enter a Name for the crew and click Add team.
- Step 3: Click a person in People, pick the team under Team, and click Save person.
With teams set up, you can assign a whole team to a job at once.
Edit or archive
- Click a person or a team to rename them or pick a new Color, then click Save person or Save team.
- To archive, open the person or team, click Archive, then click Archive again to confirm.
- Archiving a person takes them off the roster and clears their job assignments. It doesn't touch any login.
- Archiving a team keeps its people on the roster without the team label. Jobs assigned to that team have the assignment cleared.
Good to know: The roster and Team logins are separate lists. If someone on the roster should also sign in to MakeHay, invite them too.