Company Account How-To Guide

Use this guide to follow the full company workflow in MasterCast, from company onboarding and account setup through show creation, auditions, callbacks, final cast decisions, production management, and ongoing company administration. Each section calls out what is on the screen, what each feature is for, and how to use it step by step.

Legend:

• Starter: available in Starter plan.
• Professional: available in Professional plan.
• Enterprise: available in Enterprise plan.

Start Here: Complete Company Onboarding

What you can do

• Create a company account the first time you enter company mode.
• Complete the company profile basics required to create the company record.
• Select genres and continue directly into the billing and subscription flow.

Subscription note

• Company onboarding creates the company first.
• After the company is created, MasterCast routes you to Plans & Pricing so you can choose Starter, Professional, or Enterprise.

On this screen

• Step 1 is Company Info.
• Step 2 is Genres.
• The final action is Create Company.

Steps

1. Sign in and open company onboarding when MasterCast routes you there.
2. In Company Info, complete Company Name, Description, Address Line 1, Address Line 2 if needed, City, Country, State / Region, and Postal Code.
3. Select Continue to move to Genres.
4. On Genres, select every genre that applies to your company.
5. Select Create Company.
6. After the company is created, confirm that the new company becomes your active company context.
7. Continue into Plans & Pricing and select the subscription tier you want before building out shows.

1. Set Up Company Access, Subscription, and Team Roles

What you can do

• Manage owner and admin access.
• Add admin accounts from company settings according to plan limits.
• Keep role ownership clear inside your account.

Plan notes

On these screens

• Company Settings includes the company profile form and related settings areas.
• Billing & Subscription shows your current plan, renewal state, and billing actions.
• Plans & Pricing shows the Starter, Professional, and Enterprise comparison cards.
• Team under Company Settings is for admin accounts only.

Steps

1. Open Company Settings to review account details and access.
2. On the company profile form, review or complete the logo, company name, contact email, description, website, and address fields.
3. Save your company profile changes.
4. Open Billing & Subscription if your company still needs an active subscription before building shows and auditions.
5. Open Plans & Pricing when you need to compare Starter, Professional, and Enterprise limits.
6. Open Team under Company Settings to add admin accounts only.
7. Confirm each admin account has the correct role before active auditions begin.

2. Create a Show and Complete Setup

What you can do

• Open and track active productions.
• Keep shows organized by plan capacity.

Plan notes

On these screens

• Shows lists your productions and gives you the + Create Show action.
• The initial show form includes tabs such as Show Details, Synopsis, Author, and Image Upload.
• After creation, the show detail view becomes the hub for role setup, scheduling, and casting work.

Steps

1. Open Shows from the company navigation.
2. Use + Create Show to create a new show.
3. In Show Details, complete the title, details, genre, status, payment type, and union type fields.
4. In Synopsis, enter the show summary that actors should read before submitting.
5. In Author, enter author, composer, or other creative-credit information used on the show page.
6. In Image Upload, add a show image if you want one displayed on the show and audition detail views.
7. Save the show.
8. Open the show after creation and use Overview to review the main show information.
9. Open Roles and add the roles actors can audition for, including role type, gender, age range, vocal range, and pre-cast status when applicable.
10. Use Show Runs to add performance locations and dates.
11. If you are on Starter, keep the show to one show run. If you need additional show runs for the same production, upgrade to Professional or Enterprise.
12. Open the show's Pro Team tab and use + Invite Team Member to invite show-scoped collaborators.
13. Review Pending Invitations in Pro Team and use Resend or Revoke when needed.
14. Use Forms & Sides to upload any audition materials actors need.
15. Use Questions when you want actors to answer show-specific questions during the submission process.
16. Monitor active show count against your tier limit.

Detailed show-setup tab actions

• Show Runs:

1. Add a run only after your production calendar has the performance entries you need.
2. Select the saved location and choose at least one item under Performance Calendar Items for each run.
3. If you are on Starter, stop at one run for that show.

• Roles:

1. Use Add New Role when the show has no roles yet or when you need another role.
2. Use the role edit actions to adjust role metadata and use Up or Down to reorder roles.
3. Mark pre-cast roles here, but add the actual pre-cast actors later from Final Cast.

• Forms & Sides:

1. Use Choose file for registration-form uploads.
2. Use Choose file and then Upload for audition-side files.
3. Review the uploaded file list after each upload.

• Questions:

1. In Default Questions, toggle items on or off and let those changes save automatically.
2. In Custom Questions, use Edit to enter edit mode.
3. Use Add Question to create a new custom question.
4. Use Save to keep question changes or Cancel to abandon the edit session.
5. For Yes/No questions, add sub-questions when you need conditional follow-up prompts.

3. Set Up Calendar and Audition Sessions

What you can do

• Build the show timeline.
• Create in-person or video audition sessions.
• Prepare the show so actors can book auditions.

Plan notes

On these screens

• Calendar has an upper section where you create the basic production schedule for the show.
• The lower calendar section is where you click a specific date to add the details for that day.
• Audition Sessions is where you schedule the sessions actors will book.
• The session form can switch between in-person and video-audition workflows.

Steps

1. Open the show and use the Calendar tab before you build show runs and audition sessions.
2. In the upper section of Calendar, create the basic production schedule for the show.
3. In the lower calendar section, click a specific date when you want to add the details for that day.
4. Open Audition Sessions to create the sessions actors will book.
5. Use + Schedule Audition Session or Schedule First Audition Session to add your first session.
6. In the session form, choose the Session Type.
7. For an in-person session, complete the date, start time, end time, slot duration, and any buffer or slot settings.
8. For a video audition session, complete the Videos Due By date.
9. Review the slot grid for in-person sessions so you understand how bookings will be spaced.
10. Use the conflict or availability settings if the session should require actor conflict entry or display session notes.
11. Save the session.
12. If you are on Professional or Enterprise, use the multi-location scheduling options when your production needs them.
13. Review the session list to confirm the correct dates, times, slot counts, booking counts, and session types are available before actor bookings start.

4. Review and Manage Auditions

What you can do

• Review submitted auditions and bookings.
• Use in-person and video audition options.
• Keep role requirements and schedules current.

Plan notes

On these screens

• Auditions is the main surface for open audition management.
• Videos handles video-based submission workflows for all company plans when you schedule video audition sessions.
• Audition information actors see depends on your show setup, roles, questions, sessions, and uploaded materials.

Steps

1. Open a show from Shows.
2. Use the Auditions and Videos tabs to review and manage incoming submissions.
3. Confirm that your Roles, Forms & Sides, Questions, and Audition Sessions are already set up the way you want actors to see them.
4. In Auditions, review each submission against your role requirements and booked session details.
5. Update your internal review workflow as submissions come in, then continue triage in Auditions and Videos.
6. Return to the Auditions tab regularly to review incoming bookings and submissions.
7. Use the Videos tab to review any video-based submissions that arrive through the show.

5. Review Auditions and Run Callbacks

What you can do

• Review submitted auditions.
• Populate and manage callback drafts.
• Review submissions and shortlist candidates.

Plan notes

On these screens

• Callbacks contains your callback list workflow.
• Opening Callbacks loads the show's callback list automatically.
• Callback pages can show status badges such as Draft or Notified.
• The page can include Manage Sides, Finalise & Notify, and Reopen to Draft actions.
• Acceptance states are commonly shown with the A / D / P legend.
• From Auditions, each submission has an Open action that takes you into detailed audition review.

Steps

1. Review applicants from the Auditions and Videos tabs.
2. In Auditions, select Open on the actor submission you want to review.
3. On the audition detail page, open the Roles tab.
4. In Roles to Consider, check a role to add the actor to the callback list draft for that role.
5. Uncheck a role in Roles to Consider to remove the actor from the callback list draft for that role.
6. In Final Cast Roles, check a role to add the actor to the final cast list draft for that role.
7. Uncheck a role in Final Cast Roles to remove the actor from the final cast list draft for that role.
8. If you see a lock note saying the callback or cast list is finalized, go to Callbacks or Final Cast and use Reopen to Draft, then return to the audition.
9. Repeat this process for each audition you review so your callback and final cast drafts stay current.
10. Open Callbacks to manage entries directly from the callback list page.
11. In Roles & Callbacks, use each role's Add actor to [Role] selector and click Add to add actors directly on the callback page.
12. Use the ✕ remove action on an actor row to remove that actor directly from the callback list.
13. In Callback Setup, add or remove callback time slots as needed for scheduling.
14. Use Manage Sides if you need to update or confirm callback materials.
15. Review response states using the A / D / P legend.
16. When the callback list is ready, use Finalise & Notify to send notifications.
17. Coordinate callback responses and internal review before making final casting decisions.

6. Review Conflicts and Finalize Cast

What you can do

• Account for actor and cast conflicts.
• Finalize role assignments.
• Notify actors when casting decisions are complete.

Plan notes

On these screens

• Cast Conflicts helps you review whether final choices work with the production schedule.
• Final Cast is where you assign actors to roles and send the final casting notifications.
• Final cast draft entries are created automatically when you check roles in audition review.
• Draft cast lists can expose actions such as Invite Pre-Cast by Email, Compare Actors, and Finalise & Notify.

Steps

1. Open Cast Conflicts to review scheduling issues before you finalize decisions.
2. Use the conflict tools to review availability, freeze conflicts when needed, and make sure your casting decisions are workable.
3. Open Final Cast when you are ready to assign actors to roles.
4. Review the role cards and any cast buckets or assignment groupings on the page.
5. If you need to add or remove role assignments from audition review, return to Auditions and update Final Cast Roles for that actor.
6. For non-pre-cast roles, use the role selector and click Add to add actors directly on the Final Cast page.
7. Use the ✕ remove action on actor rows to remove actors directly from final cast assignments.
8. For pre-cast roles, select Invite Pre-Cast by Email.
9. In Invite Pre-Cast Roles, enter an email in the role input, click Add, and repeat for all invitees.
10. Use the × remove-email action to remove an email before sending.
11. Click Send Invites to send pre-cast invites and create the related pre-cast assignments.
12. Use Compare Actors when you want to evaluate candidates side by side.
13. Review response states and role assignments carefully before notifying actors.
14. Use Finalise & Notify when you are ready to send final cast notifications.

7. Manage Production After Casting

What you can do

• Manage production artifacts and collaboration in the hub.
• Run costume planning and tracking where available.

Plan notes

On these screens

• Hub opens Production Hub for the show.
• Production Hub includes Feed, Calendar, and Files for company users.
• Costuming is the costume workflow surface for plans that include it.

Steps

1. Open a show and use the Hub tab to open Production Hub.
2. Start in Feed to post or review production announcements.
3. Open Calendar to maintain rehearsal and production dates.
4. Open Files to upload or review shared production documents.
5. If your plan includes it, open the show's Costuming tab.
6. In Costuming, use Actors to review cast records and measured status.
7. Use View on an actor row to open that actor's detailed costuming record.
8. In the actor costuming record, review measurements, upload costuming files or images, and maintain costuming notes.
9. Return to Scheduling and use the calendar to review production context and actor conflicts before scheduling appointments.
10. Use the M and F scheduling indicators to see where measurements and fittings are already scheduled.
11. Select a scheduling day and assign measurement or fitting appointments to selected actors.
12. Open Mending Requests to review open requests first, then closed requests for history.
13. Use + Add Costuming Note when you need to add a show-level costuming note.
14. Continue using Calendar, Hub, and Costuming throughout rehearsals and production as the show moves forward.

8. Manage Subscription and Plan Changes

What you can do

• Compare tiers.
• Upgrade immediately when needed.
• Schedule downgrades to the next billing cycle.
• Resume a canceled subscription before it ends.

Plan notes

On these screens

• Billing & Subscription shows the current plan, current billing state, and any subscription warnings.
• Plans & Pricing shows the Starter, Professional, and Enterprise plan cards.
• Plan cards include pricing, capability summaries, and current-plan or upcoming-plan badges when relevant.

Steps

1. Open Billing & Subscription and review current tier status.
2. Open Plans & Pricing to compare capability limits.
3. Review the feature list and limits on each plan card before changing plans.
4. Execute upgrade, downgrade, or cancellation workflows as needed.

9. Manage Company Settings, Locations, Team, Support, and Danger Zone

What you can do

• Update company branding and public-facing details.
• Maintain reusable company locations for show runs and scheduling.
• Manage admin invitations and active admin membership.
• Submit support requests and review admin responses.
• Use owner-only danger-zone actions such as transfer, archive, and delete.

Plan notes

On these screens

• Company Settings contains your company profile fields, Logo Upload, and Save.
• Company Locations contains Add Location, Update Location, Edit, and Delete actions.
• Admin Team contains + Invite Admin, active-member actions, and pending-invitation actions.
• Support Center contains Feedback / Feature Request and Technical Support forms.
• Danger Zone contains owner-only transfer, archive, and delete actions.

Steps

1. Open Company Settings and review the current Company Name, Contact Email, Description, Website URL, and address fields.
2. Use Logo Upload to upload or replace your company logo.
3. Select Save after updating company-profile fields.
4. Open Locations and use Add Location to save a reusable venue or address record.
5. Complete the location Name, address fields, City, State / Province, Postal Code, and Country.
6. Use Update Location when you are editing an existing location.
7. Use Delete only when a location is no longer needed; if the location is marked as in use, remove it from show runs first.
8. Open Team to review Active Owner/Admin Members and Pending Owner/Admin Invitations.
9. Use + Invite Admin to send a new admin invitation.
10. Use Edit or Remove on active admin members when your permissions allow it.
11. Use Resend or Revoke on pending invitations when needed.
12. Open Support Center and choose either Feedback / Feature Request or Technical Support.
13. Enter Subject and details, then use the appropriate submit action.
14. Review the support-request tables to track Status and Latest Admin Update.
15. If you are the Owner, open Danger Zone for owner-only account actions.
16. Use Transfer Ownership to move ownership to an active admin.
17. Use Archive Company when you want to remove the company from discovery while keeping the data.
18. Type the exact company name and use Delete Company only when you intend a permanent deletion.

10. Page and Sub-Tab Reference (Company)

Use this section as a quick "where do I do this?" reference when training team members.

Company navigation map

• Dashboard: company overview and quick status checks.
• Shows: create, open, and manage productions.
• Guides: open this company guide.
• Company Settings: company profile fields and logo.
• Team: admin/member management for company-level access.
• Billing: subscription status and plan actions.
• Feedback & Support: submit support and feature requests.
• Audit Logs: appears only when your signed-in account also has global-admin access.

Switch Context page (dual-role accounts)

Use this page when one sign-in has both actor and company access.

Common actions:

1. Choose the company card you want to work in.
2. Use Actor when you want to leave company mode and return to actor mode.
3. Return to switch-context whenever you need to move between company and actor workflows.

Company admin and settings pages

• Company: Reach it by opening Company Settings from the company navigation, then staying on the Company tab.

1. Update profile fields: Company Name, Contact Email, Description, Website URL, address fields.
2. Upload logo from Logo Upload and save.
3. Use Save to commit profile updates.

• Locations: Reach it by opening Company Settings from the company navigation, then selecting the Locations tab.

1. Add and maintain saved company locations used in scheduling.
2. Keep addresses current so session setup can reuse correct locations.
3. Use Edit to update an existing location.
4. Use Delete only when the location is not in use by show runs.

• Team: Reach it by opening Team from the company navigation.

1. Use + Invite Admin to send a new admin invitation.
2. Review Active Owner/Admin Members and Pending Owner/Admin Invitations.
3. Use Edit and Remove on active admin accounts where allowed.
4. Use Resend and Revoke on pending invitations.
5. Transfer ownership from Danger Zone, not from the team table.

• Billing: Reach it by opening Billing from the company navigation.

1. Review active plan and status.
2. Manage upgrades/downgrades/cancellation.

• Support: Reach it by opening Feedback & Support from the company navigation.

1. Submit Feedback / Feature Request and Technical Support items.
2. Review request statuses and admin notes.

• Danger Zone: Reach it by opening Company Settings from the company navigation, then selecting the Danger Zone tab.

1. Transfer ownership to an active admin if you are the owner.
2. Archive the company when you want it removed from discovery without losing data.
3. Delete the company only after typing the exact company name.

Show workspace tabs (inside a show)

The show uses these tabs:

• Overview: core show summary.
• Show Runs: production run dates and locations.
• Roles: audition/casting roles and role metadata.
• Forms & Sides: upload registration forms and audition sides.
• Questions: show-specific submission questions.
• Calendar: production timeline.
• Audition Sessions: create/edit in-person and video sessions.
• Pro Team: show-scoped collaborators and invites.
• Auditions: submitted booking review list with Open links.
• Videos: video submission review surface.
• Callbacks: callback list workflow (Draft/Notified, sides, finalize/reopen).
• Cast Conflicts: conflict review before finalizing cast.
• Final Cast: final role assignments, pre-cast invites, compare, finalize.
• Hub: launch Production Hub for this show.
• Costuming: company costuming workflow.

Show workspace reminders:

1. Use Overview for a quick status check after setup changes.
2. Use Audition Sessions to add the first session, maintain slot-based sessions, and review video due dates.
3. Use Pro Team for show-scoped invites and manage Pending Invitations with Resend and Revoke.
4. Use Auditions, Videos, Callbacks, Cast Conflicts, and Final Cast once submissions and casting decisions are underway.

Audition review page (opened from Auditions > Open)

Tabs on director audition review:

• Overview: high-level audition summary.
• Notes: audition comments/feedback.
• Roles: role selection controls for callback and final cast drafts.
• Videos: attached actor videos.
• Resumes: attached resumes.

Key role actions in Roles:

1. Roles to Consider checkbox checked: add actor to callback draft for that role.
2. Roles to Consider unchecked: remove actor from callback draft for that role.
3. Final Cast Roles checkbox checked: add actor to final cast draft for that role.
4. Final Cast Roles unchecked: remove actor from final cast draft for that role.

Callback list page details

Callback list behavior:

1. Opening Callbacks loads the show callback list automatically.
2. In Draft, you can edit assignments and use Finalise & Notify.
3. In Notified, use Reopen to Draft to unlock edits.
4. Use each role's Add actor to [Role] selector and Add button to add actors directly on this page.
5. Use the ✕ remove action on actor rows to remove actors directly from the callback list.
6. Use Manage Sides to maintain callback-side files and role visibility.

Final Cast page details

Final cast behavior:

1. Final cast entries can be auto-populated from audition role checkboxes.
2. For non-pre-cast roles, use role-level selectors and Add to assign actors directly on this page.
3. Use ✕ on actor rows to remove assignments directly from final cast.
4. Use Invite Pre-Cast by Email to open Invite Pre-Cast Roles.
5. In the invite modal, add one or more emails per pre-cast role and use Send Invites.
6. Use Compare Actors for side-by-side evaluation.
7. Use Finalise & Notify to send final notifications.

Production Hub and Costuming pages

• Production Hub (company): Feed, Calendar, Files.

1. Feed: post and review production announcements.
2. Calendar: maintain production events.
3. Files: upload/share show files.

• Costuming (company): Actors, Scheduling, Mending Requests.

1. Actors: costume records and measurement readiness.
2. Scheduling: calendar-driven measurement/fitting appointment scheduling with M and F indicators.
3. Mending Requests: open/closed repair request management.
4. Actor detail record: measurements, uploaded files/images, and costuming notes for one actor.

Detailed costuming operations:

1. In Actors, use View to open one actor's full costuming record.
2. In the actor record, use Edit in Measurements to update Height, Chest, Waist, Hip, Inseam, Shoe, and Hat, then use Save.
3. Use Choose file in the actor record to upload fit photos or other costuming files.
4. Review Costuming Notes in the actor record alongside measurements and uploaded files.
5. In Scheduling, use the calendar legend to understand M for measurement and F for fitting.
6. Select a scheduling day and review Actors with conflicts before assigning appointments.
7. Use Schedule Action to create measurement or fitting appointments for selected actors.
8. Use + Add Costuming Note from the dashboard when you need a show-level costuming note.
9. In Mending Requests, work open requests first, then use Closed Requests for history and review.

Quick Tier Matrix