Setting up your crew members in Rentman

In this article, we provide an overview of the steps to get your crew members into Rentman so you can invite them for a function, keep track of their availability, send the project planning, and register their hours.-

Create the right folder structure

A good folder structure is essential to stay organized and find your information faster. In Rentman, you are free to set your own folder structure in the Crew members module, like this:

Folders_crew_members.png

Read our article about creating your folder structure

Add or import your crew members

Getting your crew members into the database allows you to invite crew for a function, keep track of their availability, send the project planning, and register their hours. You can do this in two ways:

Add your crew members
Adding your crew members is useful when you want to add a single (or small number) of crew members to the Rentman database.

Import your crew members
Importing your crew members is useful when you want to add all (or a large number) of crew members at once. This works by uploading your .xlsx file (Microsoft Excel, Google Sheets) that contains a complete list of your crew members.

Set up and assign a user role

User roles determine what rights users have in Rentman. You can create and then choose a user role for each crew member. This determines what modules and functions they can access, and what modifications they can make.

Read our article about creating and assigning a user role

Use tags for crew members

By assigning a tag to your crew members, you can filter through them in the Crew members module. For example, you can use tags for specific skills that a crew member has (DJ, truck driver, forklift driver). This is useful for planning the right crew member on the right function.

Read our article about using tags

 

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