To add a crew member as a user in your system so they can be scheduled/used in dispatch follow the following steps.
1. Navigate to the Crew Members Page
Go to Settings > Dispatch > Crew Members.
2. Add a New Crew Member
Click Add Crew Member
Complete the following information:
General Information
Name
Email
Phone number
Emergency contact
Employee Info
Role
Branch
Hire date
Driver’s license details
Click Add and Continue to proceed.
3. (Optional) Add Additional Details
Profile Photo
You can upload an Employee Profile Photo after creating the record.
Notes
Add any internal notes about the crew member as needed.
4. Enable Crew App Access (Optional)
If the crew member should use the Crew App:
Enable Allow user to use the Crew application.
See this article to learn more.See this article to learn more.
5. Assign Their Default Role
To set their default role (Driver / Crew / Foreman):
Settings > Dispatch > Crew Members > Select the user > Employee Info > Role dropdown.
See this article to learn more.
6. Set Compensation & Rates
Configure the crew member’s default rates under the Compensation tab.
See this article to learn more.
