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Members and Crews in Favorites: FAQ

Find answers to common questions about building your team roster, organizing members into crews, and managing crew availability in Duranta

What are Members and Crews?

Members are the individual people on your team.

Crews are named groups of members, along with the equipment assigned to that crew.

A member can belong to multiple crews, and a crew can include multiple members.


Where do I find Members and Crews?

On the web:

  1. Select Favorites in the left sidebar.

  2. Open Members or Crews.


Why don't I see Members or Crews in Favorites?

Members, Crews, and Equipment are part of Duranta Scheduling.

If you see Installs, Services, Materials, Charges, and Proposals, but do not see Members, Crews, or Equipment, Scheduling is not enabled for your account.


Can I manage Members and Crews on mobile?

No.

Members and Crews are currently managed in the Duranta web app.


How do I add a Member?

  1. Open Favorites → Members.

  2. Select the create button.

  3. Enter the member details.

  4. Select Save.


What information can I add to a Member?

Only Member name is required.

Field

What it is for

Member description

Add a role, specialty, or other note. The description is searchable

Avatar

Add a photo for the member

Email

Optional contact email

Phone

Optional phone number

Team lead

Marks the person as a team lead

Active

Controls whether the member is currently active

Email and phone values are validated when entered.


What does Team lead mean?

Turn on Team lead to identify a member as a crew leader.

Team leads are shown in the Lead column in the Members list and are also identified inside their crews.


Can I add a Member to a Crew from the Member page?

No.

The Crews section on a Member shows which crews that person already belongs to, but it is read-only.

To assign the Member to a Crew:

  1. Open Favorites → Crews.

  2. Open the Crew.

  3. Add the Member there.

If a Member has not been assigned to a Crew, Duranta shows:

This member has not been assigned to a crew. Select a crew in the Crews tab, and add the member to a crew there.


How do I add a photo to a Member?

Upload an image as the Member's Avatar.

The avatar appears next to the Member's name when selecting people for a Crew.


What information appears in the Members list?

The Members list can show:

  • Star

  • Member name

  • Description

  • Lead status

  • Assigned Crews

If a Member is not assigned to any Crew, Duranta shows No crews assigned.

Search matches both the Member name and description.


How do I remove a Member?

Members are deleted rather than archived.

Open the ⋯ menu and select Delete.

Deleting a Member cannot be undone.

If the Member belongs to one or more Crews, Duranta tells you how many Crews they will be removed from before you confirm.

The Crews themselves are not deleted.


How do I create a Crew?

  1. Open Favorites → Crews.

  2. Select the create button.

  3. Enter the Crew name.

  4. Add Members and Equipment.

  5. Select Save.

Only the Crew name is required.


What information can I add to a Crew?

Field

What it is for

Crew description

A searchable description or note about the Crew

Avatar

An image for the Crew

Active

Controls whether the Crew is currently available

Members

People assigned to the Crew

Equipment

Equipment assigned to the Crew, including quantity

For Equipment, you can specify how many of each item the Crew has.

For example:

  • 2 blowers

  • 1 mower


How do I add Members or Equipment to a Crew?

Use the search field in the Members or Equipment section.

Select an item to add it.

To remove an item, select the × on its row.

Equipment also includes a quantity for each item.


What information appears in the Crews list?

The Crews list includes:

  • Name

  • Status

  • Members

  • Description

Crew status can be Active or Inactive.

You can sort the list by Name, Status, or Description.


How do I filter the Crews list?

Use search or the status filter.

Available filters include:

  • Active

  • Inactive

  • Archived

  • All

If nothing matches the selected filter, Duranta shows:

No crews match the current status filter.


Can I share a filtered Crews view?

Yes.

Your Crew search, filter, and sort settings are included in the page URL.

You can bookmark or share the URL and reopen the same filtered view later.


Why can I star a Member but not a Crew?

Members can be starred like other Favorites.

Crews do not have a starred state.


What does turning off Active do?

Turning off Active lets you keep a Member or Crew without treating it as currently available.

This can be useful for:

  • Seasonal workers

  • Temporarily inactive team members

  • Crews that are not currently being deployed

An inactive Crew cannot be assigned to a route until it is activated again.


How do I remove a Crew?

Crews are archived rather than deleted.

This keeps historical routes and work orders connected to the Crew.


What happens when I archive a Crew?

Before you confirm, Duranta shows how archiving will affect upcoming work.

It can include:

  • Upcoming routes will be deleted

  • Blocked times on those routes will be removed

  • Scheduled jobs will move to Unassigned

  • Recurring work orders will no longer use this Crew

Review the counts carefully before confirming.

Scheduled jobs are not deleted, but they must be assigned to another Crew.


What happens to past work when I archive a Crew?

Past work orders and routes are not changed.

They remain in Scheduling and show the Crew as Archived.

The archived Crew also remains available under the Archived filter.

Duranta shows when the Crew was archived and keeps the record for historical reference.


Does archiving a Crew delete its Members?

No.

Members are separate records.

They remain in Members and stay assigned to any other Crews they belong to.


Can I edit an archived Crew?

No.

Archived Crews are kept for history and cannot be edited.


Can I unarchive a Crew?

No.

Archiving a Crew cannot currently be undone.


Can I duplicate a Member or Crew?

Yes.

Open the ⋯ menu and choose Duplicate.

This is useful when creating a new Member or Crew that is similar to an existing one.


How are Members and Crews ordered?

Starred items appear first where starring is supported, followed by the most recently updated items.


Does Duranta remember my Favorites view?

Yes.

Duranta remembers your most recently used Favorites tab.

Search can also carry across Favorites tabs.

Crews are available in global search as well.


How can I get help?

Email [email protected] with any questions.

After signing up, you can also schedule a demo call.

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