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

  • Plan Availability: Plans need to be added to a roster before they can be booked.
  • Updating Rosters: Members or teams in a roster can be updated or removed anytime.
  • Multiple Rosters: A single plan can be added to multiple rosters.

How to Create and Manage a Roster

  1. Go to Rosters: Navigate to Settings > Rosters.
  2. Add a Plan: Select one or more plans to include in your roster.
  3. Assign Members or Teams: Add members and/or teams who will handle the selected plan.
  4. Manage Roster Option: Use the three-dot menu for quick actions like: Edit roster details, Add members, Add plans, Mark as inactive, and Delete Roster.
  5. Roster Summary: Click on a roster to see its details and manage members or plans directly.


Need More Help?

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