CASTING DIRECTORS: How do I add or remove talent from a group?

Edited

This article is for Casting Directors, it explains how to add talent by searching the existing database or using "Quick Add" to create a placeholder, as well as how to remove talent via the Sessions tab or a Presentation.


How do I add talent to a group via Quick Add?

Casting is able to add talent manually to a group via "Quick Add." This acts as a placeholder for talent not currently on Casting Networks.

  1. Go to the Sessions tab on the project.

  2. Choose a Session.

  3. Select + Empty Group if you are adding talent to their own group or select Group Details on an already existing group. 

    Menu buttons showing View Media, Group Details highlighted in red, and Hide Group.

  4. Click the Add Talent drop down (right hand side).

  5. Select Add New Talent.

    Pop-up menu with Add New Talent highlighted in red.

  6. Click the Not who you're looking for? button.

    Add Talent to Group form with Not who you're looking for? link highlighted.

  7. Enter the talent's Stage Name, Email address, any notes you'd like to add, and the role you're adding the talent to.

  8. When ready, select Add.

    Filled out Add Talent to Group form with a red arrow pointing to the Add button.

Important Note Regarding Placeholders

Any talent you add as a placeholder via Quick Add will receive an email inviting them to create a profile for future use.

 

How do I add talent to a group via Search?

You can also add talent that already exists on the platform by searching for them directly.

  1. Go to the Sessions tab on the project.

  2. Choose a session then click Group Details.

    Group Details button highlighted in red.

  3. Click the Add Talent drop down (right hand side).

  4. Select Add New Talent.

    Add New Talent option highlighted in red.

  5. Under Stage Name, type in the stage name of the talent you're searching for. Then click Search

    Search form with Stage Name field highlighted.

  6. Once you find the talent, click the Select Talent button to the right of the talent's stage name. 

    Blue Select Talent button.

  7. Choose the role for your selected talent.

  8. Add a Selection Tag.

  9. When ready, select Add.

How do I remove talent from a group via the Sessions tab?

Follow these steps to remove a talent from a group using the Sessions tab:

  1. Go to the Sessions tab on the project.

  2. Choose a session, then click Group Details

    A pop-up menu with three light blue rectangular buttons on a white background. From top to bottom, the buttons are labeled: **View Media**, **Group Details**, and **Hide Group**. The middle button, **Group Details**, is highlighted with a thick red rectangular outline. Three vertical dots appear to the right of the "View Media" button, suggesting a further menu or options.

  3. Under the Talent in the Group section (right-hand side), select the menu button (three dots) to the right of the talent's photo.

    A user profile card featuring a placeholder gray silhouette image. Below the image, the name **Rich Morris** and a smaller name **Cordie Kuvalis** are displayed. There is a button with a thumbs-up icon and the number **0**. Below this, a comment icon and the number **0** are next to the text **Leave Feedback**. At the very bottom is a light blue button that says **Set Snapshot**. A red arrow points from the top right of the profile image to a vertical ellipsis (three dots) icon located in the top right corner of the entire card.

  4. Select Remove Talent from Group

    A dropdown menu is shown with three options: "View Talent Profile," "View Size Sheet," and "Remove Talent from Group," which is highlighted by a red box. Below the menu, part of a talent profile card for "Rich Morris" with the title "Cordie Kuvalis" is visible, showing a thumbs up icon with the number 0, a comment icon with the number 0, a "Leave Feedback" link, and a light blue button that says "Set Snapshot" with a camera icon.

  5. On the pop-up, choose Yes, Remove to confirm. 

    A dialog box titled **"Remove Talent?"** with the question **"Are you sure you want to remove this talent?"** Below the question are two options: a blue text link that says **"Cancel"** and a rectangular blue button with a white outline around it that says **"Yes, Remove"**. The "Yes, Remove" button is highlighted by a thick red rectangular box.

 

How do I remove talent from a group via a Presentation?

Follow these steps to remove a talent from a group while in a presentation:

  1. Go the Presentation Link tab on the project.

  2. Choose a presentation.

  3. Choose a Folder.

  4. Choose which talent you would like to remove.

  5. Scroll down and select the menu button (three dots) to the right of the talent's photo.

  6. Select Remove Talent from Group

    A screenshot of a software interface titled "Talent In This Group." An action menu (indicated by three vertical dots and an arrow) is open next to a person's profile card, revealing options: "View Talent Profile," "View Size Sheet," and **"Remove Talent from Group"** (highlighted with a red box). The profile is for "Tim Test," listed with "Personal Profile" and "Role A - CB & Reps." The user is currently making picks and leaving feedback as "Lisandro Lehner."

  7. On the pop-up, choose Yes, Remove to confirm. 

    A dialog box titled **"Remove Talent?"** with the question **"Are you sure you want to remove this talent?"** Below the question are two buttons: a text link for **"Cancel"** and a prominent blue button labeled **"Yes, Remove"**. The "Yes, Remove" button is highlighted with a red box.

 

 

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