Inviting a Crew Member

To invite a team member, all you need to do initially is enter their name, email address and phone number and assign them to a department and job role. The new team member receives an email inviting them to the project, directing them to a login screen where they can access the production after a two-step verification process. Once you have invited a crewmember to join your project, you can send them an envelope, a collection of documents tailored to a specific type of hire, such as Direct, Loan Out or Daily Rate hires.

• Related Articles

• Reset MFA (Account Admin)

  Log in and click the Administration button on the left-hand pane. Select the desired project that the crew member is on In the ‘People’ tab, search for the crew member and open their crew member record Click on the ‘’Details’ Tab inside the crew ...

• Assign Security Roles

  If a Crew member has been on boarded to a Project, but needs to be assigned a security role, the following steps need to be taken: *Note, only Project or Account Admins can assign security roles. Project Admin Log in and navigate to the ‘Project ...

• Viewing Security Roles

  There are multiple ways to check who is assigned which Security Roles. If you are trying to check what security roles a particular crew member has, you have 2 ways depending on your own security level, if it is project level or account level. There ...

• Re-send an envelope

  If an envelope has been sent out to a crew member and changes need to be made, the envelope can be resent. *Note- The envelope can only be sent during pending completion or pending approval (the contract has not reached final approval).If the ...

• Sending an Envelope

  Before sending the envelope to a new hire, the authorised user can fill out a pre-send section with details that specifies the deal provisions for the hire. There is also the option to auto-complete from previous forms sent. Select the Send Envelope ...