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

# Adding Personnel

> The are various ways to add personnel members to your tour.  This guide helps you navigate the various ways to add team members to your tour.  

When you're ready to start, Navigate to the **Personnel Grid** tab in the top left hand corner of the tour menu.

<Frame>
  <img src="https://mintcdn.com/daysheets-1194227f/tG-oy4ll0qde0e3a/images/image-13.png?fit=max&auto=format&n=tG-oy4ll0qde0e3a&q=85&s=09e7719dfd9d057c294040b409c406b8" alt="Image" width="3092" height="1712" data-path="images/image-13.png" />
</Frame>

<Warning>
  Daysheets is designed to manage large touring teams through groups and group tags.  if you haven't created groups yet, we highly reccomend setting them up before adding personnel.

  Click [here](/new-articles/mac-2-0/personnel/groups-and-group-tags) to learn more about setting up groups and group tags.
</Warning>

## Adding Team Members

Click the blue **Add Personnel** button in the top right to add team members to your tour.  Once the menu on the right hand side hand side opens, you have various ways to add personnel:

* [Creating or Searching for Individuals](https://daysheets-1194227f.mintlify.app/new-articles/mac-2-0/personnel/adding-personnel#create-or-search-for-members)
* Importing from a CSV
* Importing from a Previous Tour

### Create or Search for Members

In the search bar, type an indivual's name to see if they already exist, or enter their name in the search field to create a new member.  Previous members will only show up if you or your tour has worked with them in the past.

<Steps>
  <Step title="Search or Add">
    In the search bar, type an indivual's name to see if they already exist, or enter their name in the search field to create a new member.  Previous members will only show up if you or your tour has worked with them in the past.
  </Step>

  <Step title="Enter or Confirm Basic Details">
    If you selected a previously created member, or clicked **Add Person,** you will be instructed to confirm or enter their basic details which include their Full Name, Role on the tour, Phone Number, and Email address.

    <Info>
      The only two fields required are name and role.  You can add team members without their email addresses or phone numbers, and still invite them to Daysheets.
    </Info>
  </Step>

  <Step title="Toggle on or off Travel Profiles">
    If you want to request travel details from this person, such as frequent flyer numbers, dietary restrctions and passport information, toggle on the **Travel Profile** switch.  When toggled on, team members will be prompted to add their travel profile information when they join.  To learn more about Travel Profiles, click [here](/pages/mobile/sharing-travel-profiles).
  </Step>

  <Step title="Click Next in the lower right to move to the permissions tab" />

  <Step title="Adjust Groups and Group Tags">
    If you are using Groups and Group Tags, you can use the drop down to select which group this person belongs to, and and any associated group tags affiliated with this person.

    When apply a group to an individual, the default permissions and visibilty settings for that group will be applied to this person.  If you modify either of these settings, that will override the default group permissions and visibility for this person only.

    To learn more about groups and group tags, click [here](/new-articles/mac-2-0/personnel/groups-and-group-tags).
  </Step>

  <Step title="Select Permissions">
    Permissions define how your team can interact with Daysheets.  You can select from:

    **Read Only** restricts their functionality to read information, and not make changes.

    **Edit Permissions** allows the person to edit everything, and see everything.

    **Custom Permissions** gives you contorl to allow members to edit certain details.

    To learn more about permissions, visit the [Visibility & Permissions guide](/pages/personnel/permissions-visibility).
  </Step>

  <Step title="Select Visibility">
    Visibility let you determine what this person is going to see on your tour, specifically if you are using groups and group tags.   The default visibility options are:

    **All Events and Reservations** allow the team member to see everything that is being added to Daysheets.

    **Events & Travel That Pertain to Their Group** is the default when using Groups.  This setting restricts this person to only see events and reservations associated with their group.

    **Custom Visibility** allows you to give specific individuals additional visibility permissions.  A great example of when to use custom visiblity is when you have A,B & C Parties on your tour, and a read only user in your A party needs insigt into what the C Party is doing.

    To learn more about visibility, visit the [Visibility & Permissions guide](/pages/personnel/permissions-visibility)
  </Step>
</Steps>

<Tip>
  You can add personnel to your tour right on Daysheets Mobile!  [Click here](https://daysheets-1194227f.mintlify.app/pages/mobile/adding-personnel) to learn more about adding people to your roster and connecting them with your tour.
</Tip>

### Import Personnel From CSV

If you have your personnel grid in excel or google sheet,s you can export your personnel grid as a CSV.  Once you have the CSV, from the Add Personnel Menu, select **Import Personnel from CSV**.  You can then drag or upload the CSV file into Daysheets.

Next you can map the correct values from your CSV file to the corresponding properties that Daysheets accepts.  Daysheets only accepts full names, so if you have first and last split up into two columns, Select Full Name for both, and Daysheets will instruct you on how to choose which is the first name, and which is the last. \
\
If you already have groups setup, you can add a column to your CSV with the corresponding letter of that group, so it automatically maps each person to their respective group.  If you haven't setup groups yet, we reccomend doing that first.

<Frame>
  <img src="https://mintcdn.com/daysheets-1194227f/cDMvVrbK25VPTS9u/images/Screenshot2026-01-28at3.52.27PM1.png?fit=max&auto=format&n=cDMvVrbK25VPTS9u&q=85&s=24238fb55d74b6139eb14a8af09a4042" alt="Screenshot2026 01 28at3 52 27PM1" width="5872" height="3692" data-path="images/Screenshot2026-01-28at3.52.27PM1.png" />
</Frame>

Once everythign is mapped, click **Preview Import**` `to see how each individual will be imported into Daysheets.  you can use the toggles on the left hand side to determine who you want to import, and who you want to leave off.

Once you're ready, click **Import**, to add these individuals to the tour.

### Import From a Previous Tour

If you have used Daysheets in the past,  you can import personnel and groups that were used on a previous tour.  After clicking **Add Personnel**, choose the **Import Personnel from Previous Tour** option. You can then scrool or search for a tour from the past.

You can then select specific individuals or the personnel list to add to the new tour. You also have the option to import all previosuly Groups, Group Tags, Permissions, and Visibility settings that were used on your previous tour.  Use the toggles on the left to choose which details you wish to  import.

<Frame>
  <img src="https://mintcdn.com/daysheets-1194227f/cDMvVrbK25VPTS9u/images/Screenshot2026-01-28at3.02.42PM1.png?fit=max&auto=format&n=cDMvVrbK25VPTS9u&q=85&s=893868b2dec39d5ad287d60085bbf861" alt="Screenshot2026 01 28at3 02 42PM1" width="5880" height="3692" data-path="images/Screenshot2026-01-28at3.02.42PM1.png" />
</Frame>

Once you're ready, click **Import Roster** in the lower left hand corner, and any groups, group tags, permissions, and visibiity settings will be imported to the new tour, along with any selected personnel members.

## Sending Invitations

Once you generate a pin, you can email them their unqiue code, or you can copy it to your clipboard to send to someone as a message through your app of choice.

If you want to generate and send all pins at once, use the selection check boxes on the left hand side, and then use the bottom menu to **Generate all Pins.**  Once the pins have been generated, you can click **Send all Pins**!
