Hook lines for this section:

💡  Organize your talent network with powerful search and menu tools.

💡  How to organize a massive talent roster in under 30 seconds.

💡  Search. Filter. Manage. Your new casting workflow.

Goal: Search for talent in your roster, filter by role, and manage individual records using the kebab menu.

In the Managed Talent section, type a name in the search bar.

Matching profiles appear in the suggestions as you type.

Note: Search works by name within your existing managed talent roster.

2. Use the Filter by Role option to narrow your talent list to a specific role.
   
   

   

   
   
   

3. Select the role — only profiles assigned that role will be shown.
   

   

   
   
   

Note: Filters and search can be combined for faster navigation of large rosters.

Goal: Edit details or remove access for a talent in your roster.

4. Click the three-dot menu next to the talent's name.
   

   

   
   
   

5. Click Edit Details.
   

   

   
   
   

Update the relationship type (role) as needed.

1. Update or add internal notes for your reference.
   

   

2. Save — the details are updated immediately. The next time you open Edit Details, the latest updated details will be displayed.
   
   

   

3. Click the three-dot menu next to the talent's name.
   
   

   

   
   
   

4. Click Remove Access to remove the talent from your managed roster.
   
   

   

   
   

Note: Internal notes updated via Edit Details are only visible to you and are not shared with the talent user.