Rosterfy

Learn how to archive and restore Events at any stage of their lifecycle without losing your data.

Archive and Restore an Event

Manage unexpected schedule changes by closing out upcoming Events early.

Cancel an Event

Collecting Event Expressions of Interest

Copy an Event to reuse its setup, with options to include its Shifts and copy over specific Users based on their status.

Copy an Event

Create an Event to define the rules and settings needed to group and manage Shifts.

Create and Update an Event

Delete timesheets

Display timesheets in the portal

If you require events or roles to be approved before they are published, you can turn on the 'Approval' workflow within your Account.

Event & Role Approval System

An Event Leader can check Users in and out of an Event.

Add an Event Leader

Track workforce hours, correct logging errors, and streamline your approval pipeline for accurate timesheet reporting.

Event Timesheet Management

Event Types help you organise and group your volunteer activities into clear categories. This makes it easier to filter your Events and ensures your data is consistent for reporting.

Create an Event Type

Event registration URL

Post Event feedback

Post Event overview

Promote Events on portal dashboard

View past Event History in the Portal

This is an example of a knowledge base article. Assisting Rosterfy staff with the formatting, when creating or updating articles.

Example Article

Find anything quickly by using the search bar or applying a filter.

Use Global Search and Filters

Customise your Event by updating the General, Advanced, and Portal Visibility tabs, while using Shift Defaults to ensure consistent settings and rules across every shift.

Customise Event Settings

Deleting an Event removes it from the Events list, but it can still be recovered within 30 days.

Delete and Recover an Event

Event Templates save time and prevent configuration errors by allowing you to instantly deploy reusable and standardised Event structures.

Create an Event Template

View a technical log of an Event's system data in code format.

View an Event's History in the Admin Console

A guide on switching between Event List View and Calendar View, including functional differences and calendar quick-access options.

Change the Event List View

Events

Find answers and get help from Intercom Support and Community Experts

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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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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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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