Audience: Administrators with 'Staff Profile Administrator Level Access' to RosterCoster.com
Key Competencies: Login to RosterCoster.com, add and edit staff details and memberships, reset lost passwords
PART 1: Login to RosterCoster.com, log your availability for shifts
STEP 1: Open your web browser
For example, clicking a link that looks like this:
STEP 2: Visit www.rostercoster.com
By typing the text ‘www.RosterCoster.com’ in the address bar as shown below:
STEP 3: Enter your login name and password
Enter your login name and password in the top right hand corner of the screen as shown below:
STEP 4: Open the Staff Details Page
Use the following menu item near the top of the screen to access the Staff Details page.
Wait for the staff details page to load, it may take a few seconds. The staff details page looks like the following:
STEP 5: Get Help (if you need it)
There are help options online, for example, see the ‘Help’ menu item at the top of your screen. However, if you are still unsure then call/email your local contact as seen on the home page at www.rostercoster.com.
Important: To return to your shifts, press the BACK arrow on your web browser (near the top left hand corner of your screen). Don't press the 'X' in the top right hand corner of the screen.
PART 2: Add and Edit Staff Details.
STEP 1: Navigate to Staff Details
STEP 2: Add or edit a Staff Member
To edit an existing staff member, click on the Blue number next to their name in the Staff Details page
To add a new staff member, click on the 'Add' Icon under the functions header: 
After a few seconds, your screen should look like the following, though details will exist if you are editing:
As a minimum you MUST add a Code, First and Last Names, User Name, Award and Award Grade.
-
The code is Last Name comma, First Name (e.g.: Smith, Ann)
-
The User Name is first letter of the first Name followed by first 3 letters of the last name, followed by the day and month of the Birth Date. e.g John Does, born on 06/05/1964 would have a username of jdoe0605
-
Select an Award, wait for the page to refresh then select an Award Grade
-
Click the Save Icon at the top of the page. 
However if the staff member already exists you will not be able to Save.
In some cases the staff member will already work at another organisation, therefore you won't have permission to view their details, nor will you be able to add them as a new user. If this is the case, contact support via the help menu or email info@rostercoster.com with the details.
STEP 3: Set the Membership for a Staff Member
After you click on the Save Icon, the page will refresh and a new range of Icons will show, and a memberships section will appear to the right.
Click on the Membership Icon: 
A popup will appear containing a Membership Hierarchy of check boxes.
Click on the check boxes to assign the staff member to their unit then click OK.
The membership you assigned will now appear at the right.
STEP 4: Set the Password for a Staff Member
If you need to return to the Edit page for a Staff Member, navigate to the Group Management > Staff Details Menu then click on the Blue ID number next to the Staff Members Name:
Once you are in the edit page for the relevant Staff Member, Click on the set password Icon: 
and enter the New Users password in each box then press Save.
Please Note: DO NOT use the User Options > Set Password menu at the very top of the page, this is where you change YOUR OWN password, not the users password!
Use the Management Groups > Staff Details menu to return to the Staff Details Page
STEP 5: Set the Permissions for a Staff Member
Use the Management Groups > Staff Details menu to open the Staff Details Page.
Tick the relevant permission for the Staff Member then click the Save Icon 
The following permissions are not relevant to this application at this time: Time View All, Time Approver, Time Admin, Resource Booking and Resource Booking Admin. Selecting them will have no effect.
Different Menu items and page access are available to different permission types.
DON'T FORGET TO CLICK SAVE AT THE TOP OF THE PAGE AFTER CHANGING PERMISSIONS; YOU MAY NEED TO SCROLL BACK TO THE TOP.
Description of Current Permissions:
Roster View: Allows users a Read Only View of Availability and All Roster pages.
Roster Supervisor: Allows access to add, edit and other functions of shift management, when combined with Roster View.
Time Self: Allows access to the program itself as well as to the Users own roster sheet
Staff Admin: Allows access to the Staff Details page to add and edit Staff Information and permissions.
Roster Admin: Allows access, in combination with Roster View, to all pages and reports other than Staff Details, with permissions to override Supervisor decisions and warnings, including unlocking shifts previously locked by supervisors, or locking shifts so that supervisors can't change them.
Not Rostered: Prevents the Staff Member from showing in the Rosters
STEP 6: Archive a Staff Member
Archiving a staff member is a two part process and they must be archived separately from the Roster page and from the Staff Details page.
To remove a staff member from the Rosters page, give them a permission of Not Rostered in Staff Details and Save.
To remove a staff member from the Staff Details page, click on the blue code number next to their name in the Staff Details page, then in the edit page that opens, untick the Active checkbox and click Save
STEP 7: Reinstate a Staff Member
To reinstate a staff member from the Staff Details page, tick the “Show All” checkbox at the top of the Staff Details page: 
Once they reappear in the Staff Details page click on the blue code number next to their name
In the edit page that opens, tick the Active checkbox and click Save
STEP 8: Log Off