Rosterfy

Track reference statuses, review completed responses, and approve or reject candidates.

Manage Reference Checks and Parental Consent Submissions

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

User duplication management

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

Family Functionality

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 Profile Pages

User Resource History

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

User Management

Editing a User

Create Rosterfy user profiles manually and manage individual or bulk profile updates.

Create and Update a Rosterfy User or Admin Profile

Impersonating a User

User type overview

Creating a user type

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

Discover the different methods for assigning Users to Events from various locations within the application.

Add a User to an Event

Discover the different methods for assigning Users to Shifts from various locations within the application.

Add a User to a Shift

Invite users to specific Shifts using Admin Console group links or the Group Leader User Portal.

Invite Users to a Shift

Streamline platform management by bulk-importing User profiles and Users assigned to specific Shifts.

Import Users

No system error when performing an import

Importing

User Group Overview

Creating a Group

Creating Groups from User list

Adding Users to Groups

User Groups

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

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

Login Locked

Verifying an Email

Operational

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

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

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

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

Managing Partners

Partners

Group leaders selecting shifts for group members

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

Configure Team Leader Self-Allocation

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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Prototype article-aware answer

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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