Rosters help you organise who can serve specific plans in your Workspace.
Rosters by Function
Your workspace serves Tax advisory, Secretarial advisory & Legal advisory and consists of Chartered Accountants (CA), Company Secretaries (CS) and Lawyers. You can create three rosters:
- Roster One: CAs serving Tax advisory plans.
- Roster Two: CSs serving Secretarial advisory plans.
- Roster Three: Lawyers serving Legal advisory plans.
Rosters by Expertise
Your Tax advisory offers Audit and Tax Filing services. You can create two rosters:
- Roster One: Members or Teams serving Audit plans.
- Roster Two: Members or Teams serving Tax Filing plans.
Rosters are a great way to organise work by functions, expertise, and more.
Important: Plans must be added to a Roster to be available for booking.
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