How do I edit or delete a worker group?
Update a group's members or remove the group entirely from the Resources panel.
Quick answer
Open the worker group from the Workers tab in Resources to add or remove members, or delete it entirely if you no longer need it.
Overview
Crews change — people join, leave, or a group stops being used altogether. Editing lets you update who's in a group without recreating it; deleting removes the group as a schedulable unit. Editing or deleting a group does not undo any past assignments already saved on scheduling cards — it only affects the group going forward.
Before you begin
- Editing or deleting a worker group is done by an admin in the web portal.
- The group must already exist — see Creating a worker group.
Steps
- Open the Resources panel and switch to the Workers tab.
- Find the group you want to change.
- Open the group to edit it. Add or remove workers from its member list and save.
- Delete the group instead, if needed. Choose the delete option for the group rather than editing it.
- Confirm the change. The group's card in Resources reflects the updated member list, or disappears entirely if deleted.
Use cases
- Crew changes: update a group when a worker moves to a different crew or leaves the company.
- Retiring a group: delete a group that's no longer used so it doesn't clutter the Resources panel.
Troubleshooting
Does deleting a group remove workers from days they're already scheduled on? This isn't confirmed in current source material — verify with product whether deleting a group affects existing cards or only removes the group as a future scheduling option, before publishing.
I don't see an edit or delete option on the group. Confirm you're an admin viewing the Workers tab in Resources — group management isn't available elsewhere.