Access and Update Crew Positions

Overview

This article covers the following related to Crew Positions:

• Accessing & Adding Crew Positions
• Updating a Crew's Position Settings
• Updating Positions on a Job

Accessing & Adding Crew Positions

1. Click on the Settings section in the upper right

2. Navigate to the Positions tab and select the Create Position button

3. Add a Position Name and select Create to save

Important: We advise against deleting any Positions actively used on the account. It will likely result in unexpected errors. 

Updating a Crew's Position Settings

1. Click on the Settings section in the upper right

2. Navigate to the Crew Members tab and locate the desired Crew Member

3. Click the 3 dots near the Crew Member name and select Edit

4. Click on the Position(s) drop-down and update the selection accordingly, then press Update Crew Member to save

Note: You cannot remove a Crew Member's position if they are assigned to a current job with said position. Only positions not in use can be removed

Updating a Crew's Position Settings

1. Start by locating the Project and then navigate to the Dispatch tab 

2. Under Trucks & Movers select the desired Crew Member you wish to change their Position by pressing their Position dropdown

3. Select the desired Position and click outside of the dropdown to save. The Crew Members position should update in real-time