A roster is a list of users with schedule activities.
- Select a client from the All Clients list.
- Select Setup > Accounts > Rosters, which displays the current roster list.
- Click Add to add a new roster:
- Enter the required information in the provided fields and any optional information you want. The Shifts Include Users From field is the organization to which the users belong. A roster can have shift users belong to only a partner organization or only a specific client organization.
- Click Create.