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: Each 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 add to your Roster.
3. Add Members or Teams: Choose the members and/or teams who will be responsible for serving 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?

Contact our support team.