Table of Contents

Adding and Removing Principal Characters

Michelle Salatto Updated by Michelle Salatto

Creating Principal Characters

Only users with Edit Scenes and Characters permissions enabled can add Characters.

The principal cast with speaking lines will automatically be created when you upload your script.

To manually create a Character:

  1. Click Characters in the top navigation bar.
  2. Click Add in the Principals card. 
  3. Enter the Character Name (other fields can be added at any time.)
  4. Select the Episode(s) the Character is associated with.
  5. Click Save or click the (+) to save and add another Character.
Pro Tip: If the Actor doesn’t exist, you can create a new Actor from the Create Character modal. See Creating Actors for more information.


Adding Principal Characters to Episodes

If you are working on a traditional episodic production, you can manually add an existing Character to episodes from the Character Index or a Character View page.

Add from the Character Index
  1. Toggle the Character Index view to Full Season by clicking the blue hyperlink to the selected episode(s) above the Principals table.
  2. Click the Ellipsis in line with the Character you want to add to an episode.
  3. Click Edit.
  4. Use the dropdown under the Episode(s) column to select or type the episode.
  5. Click Save.
Add from Character View
  1. Click the Sidebar Ellipsis.
  2. Click Edit.
  3. Use the dropdown next to Episode(s) to select or type the episode.
  4. Click Save.

Adding Principal Characters to a Scene

Once a Character has been manually added to a production (or an episode), they can be added to Scenes from three places: the Character View, the Scene Index, or the Scene View page.

Add from the Scene Index
  1. Click Edit All (make sure the Principals column is displayed).
  2. Click Add/Remove under Principals.
  3. Select the Character you wish to add.
  4. Click Save.
Add from the Scene View
  1. Click Add in the Principals card.
  2. Click Add Existing.
  3. Select the Character you wish to add.
  4. Click Save.
Add from the Character View
  1. Click Add in the Scenes card.
  2. Select the episode from the dropdown.
  3. Select the Scenes you wish to add the Character to.
  4. Click Save.

Removing Principal Characters from a Scene

Remove from the Scene Index
  1. With the Principals column displayed, click Edit All or the Ellipsis in line with the Scene.
  2. Click Add/Remove under Principals.
  3. Click the X next to the Character you wish to remove.
  4. Click Save.
Remove from the Scene View
  1. Click the Ellipsis in line with the Character you wish to remove.
  2. Click Remove.
  3. Review the pop-up message and click Confirm.
Note: If you are a member of multiple departments, you can only have one department selected to remove a Character from a Scene View.

Remove from the Character View
  1. Click the Ellipsis in line with the Scene you wish to remove the Character from.
  2. Click Remove.
  3. Review the pop-up message and click Confirm.

Removing Principal Characters From Episodes

Only users with Edit Scenes and Characters permissions enabled can remove Characters. Removing a Character means that you are removing them completely from an episode. Any photos tagged to Changes or Looks will have those tags removed, but the photos will remain, as will any Character tags. You will need to manually remove any unwanted Character photo tags from the episode.

Warning: Removing a Character from an episode permanently removes them from all Scenes in that episode. All of their Changes and Looks for the episode will also be deleted.

The fastest way to remove a Character from an episode is on the Character View page. Quickly access the Character View page by typing the Character name into the Universal Search Bar and selecting it from the search results. 

From the Character View
  1. Click the Sidebar Ellipsis.
  2. Click Edit.
  3. Click the X next to the episodes you want to remove the Character from.
  4. Click Save.
  5. Review the pop-up message and click Confirm.
From the Character Index
  1. Click the Ellipsis in line with the Character.
  2. Click Edit.
  3. Click the X next to the episode(s) you want to remove the Character from.
  4. Click Save.
  5. Review the pop-up message and click Confirm.

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Adding and Removing Background

Linking and Merging Characters

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