Setting up your account

Before you schedule anyone, get your office team into CrewSheet and give each person the right level of access. You'll manage this under Settings > Members.

Invite your team

Only admins can invite people. From the Members page, use the Invite a new member box:

  1. Enter the person's email address.
  2. Choose a role (see below).
  3. Click Send Invite.

They'll get an email with a link to join. The link works for 7 days.

Choose the right role

  • Admin — full access, including inviting members and changing settings.
  • Scheduler — builds schedules and sends messages to crew. This is the day-to-day operator role.
  • Supervisor — a lighter view for field leads to see who's on their job.

Not sure? Click the small info icon next to the Role field for a full breakdown of what each role can do.

Manage members and invites

The Members table lists everyone who has joined. Admins can Edit a person's name or role, or Remove them (access is revoked immediately).

Invites that haven't been accepted yet appear under Pending Invites, where you can:

  • Resend Email if it didn't arrive.
  • Copy Link to send it yourself.
  • Revoke to cancel the invite.

Next

With your team in place, add your jobs and crew, then head to the schedule board to start assigning.