Create and Manage Rosters

Create and Manage Rosters

Rosters simplify connecting plans with the right members or teams in your workspace. By grouping them into a roster, you avoid assigning plans individually.

Things to Keep in Mind

  1. Plans need to be added to a roster before they can be booked.
  2. Members or teams in a roster can be updated or removed anytime.
  3. A plan can be added to multiple rosters.

How to Create a Roster

  1. Navigate to Settings > Rosters.
  2. Click on Create roster.
  3. Select one or more plans to add to your roster.
  4. Add members and/or teams who will serve the added plans.

Managing a Roster

  1. You can use the more menu  for quick actions like: Edit details, Add members and plans, Mark as inactive, and Delete.
  2. If you want to temporarily stop serving a roster's plans, simply mark is as Inactive.
  3. Click on a roster to see its details and manage members or plans directly from there.