Rosterfy

User Checks - Overview

User duplication management

Want to find available users for a specific day or date range? Follow the steps below to filter user lists based on availability.

Search for User Availability

Rosterfy allows a Family manager to add family members to their profile, so that family members can be accounted for on shifts.

Family Functionality

User Profile Pages

User Resource History

Want to find users in a specific location for an event? Use Advanced Filters to enter a location and radius to find the right people.

Search for Users by their Location

User Overview

Editing a User

Keep your user database current by archive inactive users or choosing to deactivate or delete accounts that are no longer required.

User Management

Creating a user type

User type overview

Impersonating a User

Managing Your Workforce/Users

Run multiple candidate interviews and guest check-ins efficiently using a shared user profile.

Create a Generic User for Interviews and Event Check-In

Rosterfy’s import tool streamlines administrative tasks by enabling quick creation, updating, and deletion of users, as well as assigning users to shifts and groups - simply upload your .xlsx or…

Importing Users

Rosterfy’s import tool streamlines administrative tasks by enabling quick creation, updating, and deletion of users and shifts, as well as assigning users to shifts and groups - simply upload your…

Tips for Importing Users and Shifts

Importing Users - Overview

No system error when performing an import

Importing

Creating a Group

Creating Groups from User list

User Group Overview

Adding Users to Groups

User Groups

How to resolve the notice 'Login Locked' on a user profile.

Login Locked

Users from time-to-time may require their password to be reset to gain entry to their login, admins can support them with this.

Password Reset

Verifying an Email

Operational

This article will take you through Part Two: Setting up the Parental Consent Forms.

Parental Consent Setup Guide: Part Two

This article will take you through Part Three: Setting up Communications.

Parental Consent Setup Guide: Part Three

This article will take you through Part Four: Setting up the Automations.

Parental Consent Setup Guide: Part Four

Rosterfy allows admins to set age restrictions throughout the system and obtain parental consent for a child to have an account and participate in events / activities

Parental Consent & Age Restrictions - Overview

This article will take you through Part One: Enabling the Parental Consent Module.

Parental Consent Setup Guide: Part One

Parental Consent

The Partner module provides a centralised tab for managing partners. Administrators can create, edit, archive or delete corporate partners, subject to the permissions assigned to their administrator role.

Partners - Overview

Within the Partner tab, there are a number of management actions that are available, including updating, archiving and deleting partners.

Managing Partners

The Partner module can work together with groups within Rosterfy.

Groups can be affiliated with a partner, both admins and group leaders can manage this affiliation.

Partners can have multiple…

Partners & Groups

Partners

Enable users to self-select into Shift leadership roles and fill Shift Leader demand without manual admin assignments.

Configure Team Leader Self-Allocation

Group leaders selecting shifts for group members

Configure Group Leaders for Users to manage group members directly in the User portal.

Add a Group Leader

Group leader Inviting Users To A Group

Group Leader Viewing Users on a Shift

Team Leaders & Group Managers

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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