Add Crew

TABLE OF CONTENTS

• Step 1: Navigate to the Crews sub-module
• Step 2:  To begin, press the 'Add' button.
• Step 3: Crew Basics wizard
• Step 4: Select the Roles, Groups & Users
• Step 5: Select the crews company & site
• Step 6: Save to create the Crew

Step 1: Navigate to the Crews sub-module

The crews sub-module can be found in the users module.

Step 2:  To begin, press the 'Add' button.

When you press the 'Add' button, the Add Crew wizard will be displayed

Step 3: Crew Basics wizard

Fill out the required information and press 'Next' to continue

Recommendations: 

- Allow the system to automatically create a complex password for you. 

- Require the user to change their password on first login

Step 4: Select the Roles, Groups & Users

Select the users and their roles by assigning the appropriate role and groups.

Each crew requires a role.  However, a crew can support multiple roles and groups

The crew leader is a requirement.  All alerts and correspondence is sent to the crew leader.

Click 'Next' to continue

Step 5: Select the crews Company & Site

The company and sites selected here will determine what data the crew has access to.  The default company and site determines what site is displayed on first login. 

Step 6: Save to create the Crew