> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Manage Crew

> Add crew members, assign operational roles, manage certifications and currency tracking, review duty time compliance, and use the tabbed crew detail page.

By the end of this guide, you will have added crew members to your roster, assigned operational roles, managed certifications, and configured permissions for trip assignment.

<Info>
  The Operations module must be enabled for your workspace. You also need the appropriate operations
  permissions. Contact your workspace administrator if you cannot access these features.
</Info>

<Info>You need the `crew.create` or `crew.update` permission.</Info>

## Prerequisites

* Your workspace must have the Operations module enabled.
* You need the crew member's name, email, and intended operational
  role.

## Add a crew member

Navigate to **Ops > Crew Roster** in the sidebar. The roster shows **Active** and **Deactivated** tabs with filters for name, role, and currency status. For details on currency status colors and column definitions, see [Crew Roles](/en/reference/crew-roles).

<Steps>
  ### Step 1: Open the add user form

  From the crew roster page, click **Add User** in the top-right
  corner.

  ### Step 2: Enter personal information

  Fill in the following fields:

  | Field      | Required | Description                                    |
  | ---------- | :------: | ---------------------------------------------- |
  | First Name |    Yes   | Legal first name.                              |
  | Last Name  |    Yes   | Legal last name.                               |
  | Email      |    Yes   | Work email (used for login and notifications). |
  | Phone      |    No    | Contact phone number.                          |
  | Role       |    Yes   | Operational role (see table below).            |

  ### Step 3: Select the operational role

  Choose the role that matches the crew member's function:

  | Role             | Description                                           |
  | ---------------- | ----------------------------------------------------- |
  | Pilot / Captain  | Pilot in Command (PIC) -- final authority for safety. |
  | First Officer    | Second in Command (SIC) -- assists PIC during flight. |
  | Flight Attendant | Cabin safety and passenger service duties.            |
  | Flight Engineer  | Aircraft systems monitoring (type-specific).          |
  | Mechanic         | Aircraft maintenance personnel.                       |
  | Dispatcher       | Flight planning, scheduling, and operational control. |
  | Manager          | Operations management oversight.                      |
  | Administrator    | Full system access and configuration.                 |

  ### Step 4: Set permissions

  Toggle the permission switches to control what the crew member can
  access:

  * **Can log in to PIC portal** -- allows portal login.
  * **Can view trips** -- visibility into trip schedule and details.
  * **Can edit aircraft records** -- permission to modify fleet data.
  * **Can manage crew members** -- ability to add or edit other crew.

  ### Step 5: Save the crew member

  Click **Add User**. The crew member is created and appears in the
  crew list. They receive an invitation email if portal login is
  enabled.
</Steps>

## Edit a crew member

1. Navigate to **Ops > Crew Roster** and click the crew member's
   row.
2. On the detail page, click **Edit** to modify personal
   information, role, or permissions.
3. Click **Save** when finished.

## Add certifications and qualifications

After creating a crew member, add their certification details to enable scheduling validation and currency tracking.

1. Open the crew member's detail page.
2. Navigate to the **Currency** tab.
3. Add each relevant certification (Medical, Type Rating, ATP/Commercial, IPC, BFR, Recurrent Training) with the required dates.

For certification type details and tracked fields, see [Crew Roles](/en/reference/crew-roles).

<Tip>
  The system sends automated alerts 60 days before certification expiry. Expiring items appear in
  the **Crew Intelligence** dashboard and the crew member's currency dots turn yellow in the roster
  table.
</Tip>

## Deactivate a crew member

Deactivating a crew member preserves their historical records while
revoking platform access.

1. Navigate to **Ops > Crew Roster** and select **Deactivate** from
   the actions menu on the crew member row.
2. Confirm the deactivation in the dialog.
3. The crew member moves to the **Deactivated** tab.

<Note>
  Deactivated crew members retain all historical trip assignments and records. Their login access is
  revoked immediately.
</Note>

## Related

<CardGroup cols={2}>
  <Card title="Crew Roles" href="/reference/crew-roles">
    Detailed role definitions, qualifications, and currency tracking.
  </Card>

  <Card title="Create a Trip" href="/how-to/ops/create-trip">
    Assign crew members to trips after roster setup.
  </Card>

  <Card title="Reports: Crew" href="/reference/reports-crew">
    Crew scheduling, duty time, and currency reports.
  </Card>

  <Card title="User Roles" href="/reference/user-roles">
    Platform-level access roles distinct from crew roles.
  </Card>
</CardGroup>