Rosterfy

Adding a Countdown Clock for Subaccounts

Utilise UserWay Accessibility extension to add additional UI elements to assist people who are visually impaired while using Rosterfy.

Accessibility Widget

Maximum Login Attempts

Rosterfy allows for users to increase the security of their accounts with Two-Factor Authentication.

Two-Factor Authentication

Enforcing an Age Restriction for Registration

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File Manager

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Copy an Admin Permission role to another account.

Copy an Admin Permission Role

View a technical log of an Admin Permission Role's system data in code format.

View an Admin Permission Role's History

Settings

Admin Permission Roles (Full, Lite, and Custom) define user access levels across modules to keep your platform secure.

Understanding Admin Permission Roles

Set up Full Admin, Lite and System Admin (Custom) roles, manage CRUD permissions and filters, and securely assign or remove user privileges.

Create and Manage Admin Permission Roles

Admin Permissions

Rosterfy enables you to modify the default system text to align with your organisation’s language and branding.

Terminology Customisation

Terminology

The Events settings tab is a crucial component of Rosterfy, designed to establish parameters for the volunteer stages.

Events Settings

Rosterfy offers a range of options to tailor email communication settings, enhancing the way you connect with your volunteers and users.

Communication Settings

The Users settings tab is used to manage user-related configurations, allowing admins to tailor the platform to meet the unique needs.

Users Settings

This is the foundational configuration area for Rosterfy, encompassing the settings that impact the overall user experience & functionality.

General Settings

Rosterfy's Organization Settings enables you to customise the overall platform settings and default configurations.

Organization Settings - Overview

Rosterfy enables you to adjust elements to align with your brand identity. These create a seamless and cohesive experience for your users.

Brand Customisation

Organization Settings

Group custom fields into organised tabs to help find, review, and manage field data faster.

Create and Update a Custom Field Category

Create custom fields to capture tailored data for reporting and automation.

Create and Update a Custom Field

Sort, reorder, and manage answer choices for Option custom field dropdown menus appearing on forms and system records.

Add, Update and Sort Dropdown Options For an Option Custom Field

Explore Custom Field types and module integrations in Rosterfy to streamline data collection, automations, and custom reporting.

Understanding Custom Fields

Streamline workforce administration by aligning custom fields with the thirteen core data objects.

Rosterfy Objects Reference Guide

Preview custom fields to verify layout accuracy and ensure correct field formatting before publishing.

Preview a Custom Field

Protect custom field data using a structured workflow to archive, restore, or permanently delete custom fields.

Archive, Restore and Delete a Custom Field

Duplicate an custom field or copy an custom field to another account.

Copy a Custom Field

Configure custom field validation rules for data accuracy.

Custom Field Validation Options

Custom Fields

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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.

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

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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.

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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.

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