A roster is a list of users with schedule activities.

  1. Select a client from the All Clients list.
  2. Select Setup > Accounts > Rosters, which displays the current roster list.
  3. Click Add to add a new roster:
    Create Roster
  4. 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.
  5. Click Create.