Introduction
A roster is a list of scheduled duties for organization users.
Permissions required to view the Rosters List:
Type of user | Permissions |
---|---|
SP/MSP | Alerts_View |
Client | Administration, Alerts_View |
Create a Roster
Follow these steps to create a roster:
Navigate to Setup > Account. The Account Details page is displayed.
Click the Users and Permissions tile on the Account Details page. The Permission Sets page is displayed.
Click the ROSTERS tile.
Click +ADD. The Roster Details page is displayed.
Provide the following information in the fields:
Property Description Roster Name Name of the roster Time Zone Roster time zone Description A description of the roster Click +ADD under SHIFTS. A slide-out appears.
Provide the following information to add Shift details:Property Description Shift Name Roster shift name Schedule Details Select the required schedule recurrence: - One-time
- Daily
- Weekly
- Monthly
Start Time Select Start date and time in hours and minutes. End Time Select End date and time in hours and minutes. Users Users assigned to the shift. - Select a user(s) from the Users dropdown.
Groups If you want the user groups to be roster members and if user groups are defined: - Select a user group(s) from the Groups dropdown.
Click Done. The Shift is created and displayed.
- Click Save. The roster is created and displayed in the list, on the Rosters page.
You can perform the following actions after creating a roster:
Action | Procedure/Description |
---|---|
Search | To search for a roster:
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View and Edit | To view the details of a roster, click the roster name. To edit a roster:
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Remove | To remove a roster:
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You can view the number of rosters on the Users and Permissions tile on the ACCOUNT DETAILS page.