Add people to your roster

Step 1: In the left menu, under “Work”, click “Field”. Skip this step if “Field” is already open.

OpensThe Field list: “DSP”, “Repeat plans”, “Crews”, “Roster” and more.

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Step 2: Click “Roster”.

OpensThe “Company Roster” page: everyone you work with.

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Step 3: At the top right, click “Add Person”.

OpensThe “Add Person” form.

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Step 4: Already in your Contacts? Type their name, email or company in “Search your contacts” at the top of the form and pick them: their details fill in. Otherwise type their “Email”. It is the only required box: it is how they are matched to a SkySuite account, or invited to one. Then type their “Name” (marker 1) and pick their “Function” (marker 2): “Pilot”, “Media / Editing”, “Sales” or “Legal”. “New function” on the roster adds your own.

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Step 5: In “Access on projects” (marker 1), pick “Pilot (can fly / manage)” or “Viewer (read-only)”. “Title” (marker 2) is optional, for example “Senior Video Editor”.

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Step 6: Paid as a contractor? Tick “1099 contractor” (marker 1) to link their contractor record for pay and tax.

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Step 7: Click “Save”.

OpensThe roster, with them on it.

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