Getting Started

3 guides in this category.

• First-Time Setup: Admin Checklist

  Step-by-step guide for admins setting up Intelligent Roster for the first time, from org settings through staff management.

• First-Time Setup: Roster Builder Checklist

  Step-by-step guide for roster builders (managers) creating rosters for the first time.

• First-Time Setup: Staff Checklist

  Simple guide for clinician staff getting started with Intelligent Roster.