Create a Crew in Greenius (Mobile App & Desktop)

In this article:

Overview

Benefits of Using a Crew

Create a Crew in Greenius Mobile App

Create a Crew via the Desktop Portal

Overview

Creating a Crew in Greenius improves efficiency for tasks like Checklists, Tailgate Talks, and 15 Minute Reviews. While these tasks can be completed without a Crew, doing so requires searching the company directory each time. Setting up a Crew allows managers to access a pre-filtered list of direct reports, streamlining daily workflows.

Benefits of Using a Crew

• Enables faster access to your team during field tasks
• Reduces time spent searching through the company directory
• Keeps employees organized and easily accessible
   

Creating a Crew in the Greenius Mobile App

Step 1: Log In

1. Open the Greenius Mobile App.
2. Tap Crew Leaders & Supervisors Login.
3. Enter your credentials and sign in. 

Step 2: Access Settings

1. Tap the menu icon (three stacked lines) in the top-left corner.
2. Select Settings from the menu.

Step 3: Name Your Crew

1. When prompted, enter a Crew name (e.g., Peter Smith’s Crew or Maintenance Crew A).
2. Tap Save.

Step 4: Add Employees to the Crew

1. Select employees from the list.
2. Use filters or the search bar to locate specific individuals.
3. Tap Done when finished.

Create a Crew via the Desktop Portal

Step 1: Open Crew Settings

1. Log in to Greenius on your desktop.
2. Click Settings > Company Settings > Crews

Step 2: Create a new Crew or Edit an existing Crew

1. To add a crew, click the green "+" button in the bottom-right hand corner.
2. To edit existing Crews, select them from the list.

Step 3: Define Crew Details

1. Enter a Crew Name (e.g., Irrigation Team A or John Doe’s Crew).
2. Use dropdown menus to select the Manager for the Crew.
3. Click Next

Step 4: Add Employees to the Crew

1. Select employees from the list
2. Click Create to save the Crew