IN THIS ARTICLE:
Admin Console Overview
The Rostery admin console is broken down into 3 main areas, these are:
The navigation bar
The side menu
The content pane
It is important to familiarise yourself with these 3 areas of the platform as they will be frequently mentioned in help articles and during your onboarding.
Getting comfortable with navigating and using them is key as you begin your journey with Rosterfy.
The Navigation Bar
The Rosterfy navigation bar is made up of a number of components, from left to right:
Logo (Monochrome): This logo can be updated in Organization Settings > Branding, for more information, check out the Brand Customisations article.
Breadcrumb menu: This menu allows for easy navigation to previous screens.
Tutorial toggle: This icon will allow you to toggle the tutorial mode on and off. Tutorial mode will provide some additional information on the content of the current page and may provide a link to helpful knowledge base articles.
Search bar: The search bar provides a global search of the entire platform, allowing you to quickly navigate to a User, Event or Shift, etc.
Notifications centre: The notification icon provides administrator notifications, such as updates on reports, imports and communications.
Settings menu: The profile icon/picture allows the logged in user to manage their own account, including assistance mode, viewing the portal and logging out.
The Side Menu
The side menu, also known as the hamburger menu, displays all the Rosterfy modules accessible to your account. Each module heading can be expanded to reveal additional menu options and pages.
Note: The module names displayed in the images throughout the knowledge base are the default terms. These terms are customisable and may lead to variations in how they appear in your admin console.
If your console appears different, the icons remain consistent and can be used for guidance.
Let's take a look at each module:
Dashboard: The dashboard is a central location for you to see a summary of your workforce management system, with customisable widgets.
Events: Manage all your events, create shifts and track volunteer attendance.
Users: The central hub for managing user profiles, groups and training records.
Headcount: Organise users into different business units or locations, ideal for more complex structures.
Communications: Send and manage all emails, SMS, in-platform notifications and push notifications to your community.
Reports: Build custom reports to track key metrics and gain insights from your data.
Workflows: The engine room for automation. This is where you'll build your Checkpoints and Automations to create a seamless volunteer journey.
Payroll: Payroll enables you to you to create and manage the pay rates for the people taking part in Events and Shifts.
Forms: Use the dray-and-drop form builder to create custom forms for registration, feedback and more.
Settings: Tailor your platform to better suit the specific needs and preferences of your organisation.
Resource Centre: The resource centre holds the latest Rosterfy announcements, product updates and support articles. You can also submit product feedback here.
Fin: The Rosterfy Support Chatbot, your AI assistant for getting quick, conversational answers to your questions. Support tickets can also be logged through here.
The Content Pane
The content pane of the admin console is where the core functions and operations of the Rosterfy system come to life.
Here, you will interact with various elements such as forms, templates, lists, widgets, and more, all designed to streamline and enhance your management of the platform.
Whether you are creating schedules, managing user data, or organising events, the content pane serves as the central hub for executing tasks and accessing vital information.