Either Crew member or the Agent (once Crew member has shared access to their Engine account with their Agent) can edit the Agent details in the Startpack.
REMINDER:
Please read: how Engine contracting works
When you click ACCEPT on an Offer, Engine uses the information in the Startpack at that time to write the documents
Thereafter the documents are not editable or changeable
Amending the Startpack after accepting an offer will not change the fixed documents already emailed to signers
Follow these steps to ensure that the Startpack is up-to-date BEFORE accepting an offer.
Before accepting an offer
If the offer is accepted before the Agent details are entered, or updated, or the 'I have an Agent' checkbox is unticked, the contract documents will not include the Agent at all.
Add/edit Agent details
Please do the following:
Step 1:
Start here if you're the Agent
Log in: app.teamengine.co.uk (to your own Engine account (not the Crew member's))
Click the Profile icon
Click Account
Click Access
Alongside the crew member's name, click 'Access'
Start here if you're the Crew member
Log in: app.teamengine.co.uk to your own Engine account
Step 2:
Whether you're the Agent or Crew member:
Click the Profile icon
Click Startpack
OR, when you are sent an Offer, clicking 'Edit startpack' from within the offer will show you only the fields relevant to that project, and which fields must be completed in order to accept that offer.
Click the Contacts tab
Scroll down to the 'Agency' subsection
Slide the 'I have an agent' switch
(Agent details are retained if you turn this off for a job, and reactivate it for the next job)
Complete the Agency fields
Agency
Agency name
Agency address
Agent contact information
Agent telephone number
Agent correspondence name
Agent correspondence email address
The name & email address of the Agent or Assistant who will deal with correspondence sent from Engine.
Send emails to crew member also?
This is enabled by default. Disable this if you would prefer the crew member to NOT receive Engine email notifications (about Offers & Timecards).
Agent signatory name
Agent signatory email address
The name & email address of the Agent who will sign contracts sent from Engine.
Agent bank account
Agent bank name
Agent bank branch
If this bank account is online-only, enter 'Online' here.
(Some payroll providers or productions who run their own payroll use the 'bank branch' as additional information to verify an account).Agent bank account name
Must match the account or payments may fail.
Agent bank sort code
Agent bank IBAN (Optional)
Agent bank SWIFT / BIC (Optional)
Save Agent details
Click UPDATE CONTACTS (at bottom of page)
Also click Update Contacts if you're called away, because Engine will auto-logout after 15 minutes of inactivity (for the security of the data within).