Managing Squad Membership

Squad Leads are responsible for maintaining their squad roster. This guide covers how to add and remove members from your squad.

Who Can Manage Membership?

Role	Can Add	Can Remove
Squad Lead	✅ Own squad	✅ Own squad
Safety Leadership	✅ Any squad	✅ Any squad
Org Admin	✅ Any squad	✅ Any squad

Viewing Your Squad Roster

1. Navigate to Squads or your Squad Management page.
2. Select your squad from the list.
3. The member list displays all current squad members.

Adding a Member

1. Open your squad’s management page.
2. Click Add Member (or the + button).
3. Search for the member by name.
4. Select the member from the results.
5. Choose their squad role (if applicable).
6. Click Add to confirm.

Removing a Member

1. Open your squad’s management page.
2. Find the member in the roster.
3. Click the Remove (or X) button next to their name.
4. Confirm the removal.

Automatic Cleanup

When a member’s status changes to any non-Active state:

• They are automatically removed from all squads.
• Their future assignments are automatically deleted.

This prevents coverage gaps from remaining assigned to unavailable members.

Best Practices

Building a Balanced Squad

• Mix Experience Levels — Pair new members with veterans.
• Consider Availability — Know which members travel frequently.
• Cross-Train Posts — Ensure multiple members can cover key positions.

Communication

• Welcome New Members — Introduce them to squad culture and expectations.
• Coordinate Absences — Encourage members to give advance notice.
• Maintain Group Chat — Keep a communication channel for quick coordination.

Coverage Planning

• Identify Backups — Know who on other squads can fill in.
• Monitor Readiness — Watch for members with expiring compliance.
• Plan for Holidays — Adjust expectations during high-absence periods.

Transfers Between Squads

To move a member from one squad to another:

1. Remove them from the current squad (or have that Squad Lead do it).
2. Add them to the new squad.

Alternatively, an Admin can update squad assignments directly from the member’s profile.

See Also

• Squads Overview — Understanding squad organization.
• Finding Coverage — Getting shifts filled.