How to Add and Remove Crew Members (Crews)

Last updated July 6, 2026 · Admins and office staff

Crew members are the people on a crew. You assign existing users to a crew from that crew’s summary page, and remove them the same way. This article covers both. To create the crew itself, see Manage Crews.


Before you start

  • The person must already exist as a user in your account — you assign existing users to crews, you don’t create people here. (Set users up under Settings/Users first.)
  • Each member needs a valid email address on their user record. The system blocks assigning anyone whose email is missing or invalid. Add the email to the user’s profile first if needed.
  • Open the crew: Crews → click the crew → Crew Summary.

Add (assign) a crew member

  1. On Crew Summary, click Assign Crew Member (header) or Add Member (on the Crew Members card). The Assign Crew Member modal opens.
  2. In the Crew Member dropdown, pick the person (the list shows all users by name).
  3. Click Assign Member.

The member appears in the Crew Members table with their name (avatar initial), email, and a remove button.

Rules the system enforces on assignment

  • Valid email required — if the selected user has no email or an invalid one, you’ll get: “Crew members must have a valid email address before being assigned.” Fix the user’s email and try again.
  • No duplicates — if the person is already on this crew, you’ll get: “This crew member is already assigned to the crew.”
  • User/crew must be found — a stale selection returns “Unable to locate the selected crew member.”

Remove a crew member

  1. On Crew Summary, in the Crew Members table, click the remove (trash) button on the member’s row.
  2. The Remove Crew Member confirmation appears — “Are you sure you want to remove this crew member?”
  3. Click Remove Member to confirm, or Cancel to keep them.

The member is removed from the crew’s roster. (This only unassigns them from this crew — it doesn’t delete the underlying user account.)

What happens next

  • The Crew Members table on Crew Summary updates immediately, and the Members count on the Crews list reflects the change.
  • You must remove all members before a crew can be deleted — see Manage Crews.

Tips & best practices

  • Add emails to users up front. The email requirement exists because crew members receive crew-app access and notifications — filling it in before assigning avoids the blocked-assignment message.
  • Removing a member is safe and reversible — it only unassigns them; re-add them anytime. It does not touch their user account or history.
  • An empty crew is fine to keep but can’t be scheduled meaningfully — assign at least one member before dispatching work to it.

Troubleshooting

  • “Crew members must have a valid email address before being assigned.” — the user has no email or an invalid one. Edit the user’s profile to add a valid email, then assign.
  • “This crew member is already assigned to the crew.” — they’re already on the roster; no action needed.
  • “Unable to locate the selected crew member.” — the user or crew record couldn’t be found (e.g. the page was stale). Reload Crew Summary and try again.
  • The person I want isn’t in the dropdown — they aren’t a user in your account yet. Create the user first, then return here.
  • Can’t delete the crew — it still has members. Remove every member first (deletion is blocked while any remain).

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