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How to add crew members to an existing team
How to add crew members to an existing team

How to add members to a team via Location manager.

A
Written by Almer Schrijver
Updated over a week ago

A user needs specific authorization to be able to make and adjust teams and their planning in the Location Manager.

  • Select the 'Planning' tab and the appropriate combination of Week, Day, Brand, Channel, Office and Project.

  • To add members to a team, the status of the team must be toggled to the uncomposed state if it is not already.

  • Selecting the desired team will make it turn a shade of green and make the 'add crew member' button visible;

  • Upon clicking the 'add crew member' button a pop-up will appear allowing you to select the desired crew member(s) from a list of Field App users.

  • Once you have added the required team members select 'Update crew'.

  • Then simply toggle the team's slider to composed, a pop-up will be displayed which will ask for a confirmation. Press confirm and the team will be finalised.

  • All team members including those that were added can now log into Field App.

Things to be aware of:

  • If you toggle the slider from composed to uncomposed, existing team members will no longer be able to sign into their shift. Only once the the slider is toggled to composed can team members sign in again.

  • If a composed team has had activity from a signed in team member, it is no longer possible to delete this team. Namely any activity will become invalid and cause issues, requiring manual correction.

  • To assure efficiency plan and double check teams and their locations in advance to avoid delays and issues that can arise from last minute changes.

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