Building the roster

A worked example: crewing up a small feature

1. Start from standard positions

   Browse positions gives the conventional department structure: Camera, Grip & Electric, Art, Sound, Production. Search it, expand a department, and add the positions your production actually has. Add your own for anything non-standard.

2. Quick-add people into positions

   Each position has a quick-add so you can fill the roster without opening a form per person. Name and position first; details later.

3. Fill in contacts

   Phone and email. This is where call sheet emails go and what the opt-in contact sheet shows other crew, so it is worth doing properly rather than at 11pm on the night before day one.

4. Decide who needs the workspace

   Producers, ADs and heads of department generally do. Invite by email gives them an account and the tabs their permissions allow.

5. Everyone else gets a QR code

   For crew who only need the day’s call sheet, scan to join signs a device in to this production with no account setup. A day player does not create an account at 5am.

6. Set access where the default is wrong

   New invitees default to manager. Narrow it for anyone who shouldn’t see the budget or the deals; the next page covers how.