📌 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.
Invite team members to an upcoming Shift using either the Admin Console or the User Portal. Admins can generate Shift-specific group invite links for pre-assigned groups, while Group Leaders can directly invite users straight from their User Portal.
IN THIS ARTICLE:
Generate a Group Invitation Link
To generate a Shift invite link from the Admin Console, the Shift must be published, scheduled for a future date, and assigned to at least one group.
💡Tip: Group invite links can only be accessed from within an Event via the View Shifts icon.
Click Events > Events.
Click the View Shifts icon on the Event you wish to generate an invite link for.
The Shifts appear:
Click the More Actions menu on the Shift you wish to generate a link for.
Click Update. The Update Shift screen appears:
Click the Visibility tab.
Click the Users in any of these User Groups field.
Click to select a group.
Click the Save button.
Click Events > Events.
Click the View Shifts icon on the Event you wish to generate an invite link for.
The Shifts appear:
Click the More Actions menu on the Shift you just updated.
Click Group Invite Link. The Group Invite Link window appears:
Click the Copy to clipboard icon to copy the link and then paste and send it to your volunteers via email, messaging apps, or your team’s preferred communication channel.
Click the Close button.
Invite Users to a Shift in the User Portal
Group Leaders can invite volunteers to a Shift directly from various locations within the User Portal.
💡Tip: Only Group Leaders can invite volunteers. See the Add a Group Leader article for more information.
Via the Dashboard: Upcoming Shifts
Once you log into the User Portal, your upcoming Shifts display on the Dashboard.
Click the Confirmed dropdown button. The following options appear:
Click Invite Others. The Add new User to User group and [Shift Name] window appears:
(Optional) Click the Copy to clipboard icon to copy the link.
Enter the Volunteer's email to receive the invitation.
Click the Submit button. The following window appears:
Click the OK button.
Via the Dashboard: Groups I am Leading
Once you log into the User Portal, the Groups I am Leading is displayed on the Dashboard.
Click the View button. The group appears:
Click the Shifts tab. Shifts the group is assigned to appear:
Click the Invite Others button. The Add new User to User group and [Shift Name] window appears:
(Optional) Click the Copy to clipboard icon to copy the link.
Enter the Volunteer's email to receive the invitation.
Click the Submit button. The following window appears:
Click the OK button.
Via the Shift Calendar
Once you log into the User Portal, you can invite volunteers through the Shift calendar.
Click the Shift Calendar section in the left-hand menu.
Click on the Shift. The side menu appears with Shift details:
Click the Invite Others button. The Add new User to User group and [Shift Name] window appears:
(Optional) Click the Copy to clipboard icon to copy the link.
Enter the Volunteer's email to receive the invitation.
Click the Submit button. The following window appears:
Click the OK button.
Via the Event
Once you log into the User Portal, you can invite volunteers through the Event. Ensure the Event is currently accepting applications before using this method.
Click the Events section in the left-hand menu.
Click the Apply Now button. A list of available Shifts appear:
Click the Invite Others button on the Shift desired. The Add new User to User group and [Shift Name] window appears:
(Optional) Click the Copy to clipboard icon to copy the link.
Enter the Volunteer's email to receive the invitation.
Click the Submit button. The following window appears:
Click the OK button.