đ Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.
The Rostery Admin Console is divided into three key areas:
Navigation Bar: Top bar for global actions, search, notifcations and profile settings.
Side Menu: Left-hand menu used to navigate between primary modules.
Content Pane: Main display area where you view, create and edit details.
đĄTip: Module names reflect default terminology. If your account uses customised terminology, the icons remain identical and can help guide your navigation.
IN THIS ARTICLE:
The Navigation Bar
Logo: The logo and navigation bar colour can both be customised to suit your organisation. See the Brand Customisation article for more information.
Breadcrumb menu: Displays your current location within the Admin Console, allowing you to easily track your navigation path and jump back to previous pages.
Tutorial toggle: Click the icon to turn Tutorial Mode on or off to view helpful page context and access links to detailed support articles.
Search bar: Search the entire Rosterfy platform to quickly access specific users, Events, Shifts, and more.
Notifications: Displays system alerts and status updates on your background processes and administrative tasks.
Settings: The profile icon allows the logged in user to manage their own account, including assistance mode, viewing the portal and logging out.
The Side Menu
The side (hamburger) menu gives you access to all Rosterfy modules available on your account. Select any module to expand its submenu and jump to specific pages.
Dashboard: View a summary of your workforce system with fully customisable widgets.
Events: Manage all your Events, create Shifts and track volunteer attendance.
Users: Easily manage user profiles, groups, and training records in one space, alongside compliance items like contracts, waivers, user checks, and rewards and recognition.
Headcount: Structure users by location, functional areas to simplify complex operations and send targeted role offers.
Communications: Create, send, and track emails, SMS, in-app messages, and push notifications for your community.
Messaging: Real-time collaboration for admins, leaders, and volunteers through custom channels, complete with integrated AI screening to automatically block harmful or inappropriate content.
Reports: Build and edit custom reports to track key metrics and gain insights from your data.
Workflows: Build automated processes by creating Checkpoints, Journeys, and custom Automations to streamline user progression and system actions.
Payroll: Set up and manage awards, pay rules, and payroll runs to handle pay rates and processing for users working Events and Shifts.
Forms: Build tailored forms for user registrations, profiles, Shifts, Events, role offers, general data collection, and internal admin use.
Settings: Configure platform preferences, rules, and branding to align with your organisation's needs.
Fin: Get immediate assistance with the Rosterfy Support AI chatbot, access help articles, or submit and track support tickets.
The Content Pane
The main workspace of the Admin Console where you execute key tasks and manage operations. It brings together forms, templates, lists, and widgets so you can easily schedule Shifts, update user records, and coordinate Events in one place.
