In this video, I will show you how to add crew members to a project and how to modify existing crew details. Crew setup is important because it affects payroll, petty cash, payments, and approvals later in the project.

To add a crew member, open your Project and select the Crew menu.

Click Add Crew. Here, you can search for an existing Contact from your organization’s list. If the person is not in your contacts yet, you can invite them by clicking Invite.

When inviting a new crew member, you will need to enter their Email, Name, and assign them a Role. Roles determine what permissions they have within the project. For example, you can assign someone as an Accountant or a Production Assistant. Once you submit the invitation, they will receive an email to activate their account.

If you are adding an existing contact, simply select their name and fill in their Role and other details like their specific Position on this job (e.g., Line Producer).

To modify a crew member’s details, click the menu button on their row and select Edit Member. You can update their basic info, banking information, and address here. You can also Upload a Contract directly to their profile for easy reference.

If a crew member no longer needs access to the project, you can Archive them. Archiving removes their access but keeps their historical data for auditing purposes. If needed, you can always Restore them from the archived list later.