GETTING STARTED

Rosterfy Resource Hub

We make getting started with your volunteer management software, simple.

Whether you're new to Rosterfy or your onboarding a new member of your team, this is your go-to place for guides and support.

Useful links

Groups

Import Users

If you are adopting Rosterfy with a pre-existing database of Users or migrating from another platform, you can import Users to Rosterfy by uploading either a .xls, .xlsx or .csv file.

LEARN MORE
Profile-1

Creating a Form

Create a series of unique forms that allow you to collect user information specific to your requirements. Types of forms include registration forms, event shift sign up and role offer forms.

LEARN MORE
Coms-1

Email Template

Create multiple custom email templates that you can reference at any time. These can be used in conjunction with your automations with emails triggered by completed actions. 

LEARN MORE
Portal-1

Automations

Automations will greatly reduce the amount of time it takes you to do day-to-day tasks. 
Simplify your fundraising and event management by replacing repetitive manual actions.

LEARN MORE
ACCOUNT SETTINGS

Take a look at Rosterfy's step by step guide on how to set up Account Settings and Branding within your Rosterfy Account. 

IMPORTING USERS

Take a look at Rosterfy's step by step guide on how to Import Users within your Rosterfy Account. 

EMAIL TEMPLATES

Take a look at Rosterfy's step by step guide on how to Create an Email Template within your Rosterfy Account. 

REGISTRATION FORM

Take a look at Rosterfy's step by step guide on how to Create a Registration Formwithin your Rosterfy Account. 

IMPORTING SHIFTS

Take a look at Rosterfy's step by step guide on how to Import Shifts within your Rosterfy Account. 

CREATING GROUPS

Take a look at Rosterfy's step by step guide on how to Create a Group within your Rosterfy Account. 

ASSIGNING TEAM LEADERS

Take a look at Rosterfy's step by step guide on how to Assign Event & Shift Team Leaders in your Rosterfy Account. 

REWARD & RECOGNITION

Take a look at Rosterfy's step by step guide on how to use our Reward and Recognition functionality in your Rosterfy Account.

RESETTING YOUR PASSWORD

Take a look at Rosterfy's step by step guide on resetting your password.

ADDING AN ADMINISTRATOR

Our step by step guide on how to Add an Admin.

INTEGRATING WITH INSTAGRAM

How to integrate Instagram with your Rosterfy system.

INTEGRATE WITH SALESFORCE

Take a look at our guide to integrating Salesforce with Rosterfy. 

ADDING REFERENCE CHECKING

How to add Reference Check Modules to Rosterfy.

EVENT NEAR ME

A step by step guide to setting up 'events near me'.