Quick Start Guide

Get from sign-up to your first live schedule in 5 minutes.

What you'll need

A valid email address and your team's shift times. That's it.

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Step 1 — Create Your Account

1. Go to app.manageroster.com/register
2. Enter your Full Name, Email, Password, and Confirm Password
3. Click Register

📸 Screenshot: Register screen

Already have an account?

Head to app.manageroster.com and sign in.

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Step 2 — Create Your Workspace

Right after registering, you'll land on the Create a Workspace screen. Every team starts with one workspace — it keeps your schedule, agents, and data all in one place.

1. Type a Workspace Name (e.g. "Support Team" or your company name)
2. Optionally upload a Logo Image
3. Pick an Accent Color to make it yours
4. Click Create Workspace

📸 Screenshot: Create workspace screen

One workspace, one team

If you manage multiple teams separately, you can add more workspaces later from the sidebar.

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Step 3 — Add Your First Agent

An agent is any team member who has a scheduled shift. Let's add one now.

1. In the left sidebar, click 👥 Agents
2. Click + Add Agent in the top-right corner
3. Fill in the Name (e.g. "Maria")
4. Pick a Color — this is how the agent shows up on the schedule (each person gets a distinct color)
5. Select their Office Days — the days they normally work
6. Select their Off Days — the days they're off
7. Click Create Agent

📸 Screenshot: Add agent form

Color matters

Colors make it easy to spot each agent at a glance in the Day View. Choose something distinct.

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Step 4 — Set Their Working Hours

Now tell Manage Roster when each agent works on their office days.

1. On the Agents page, find the agent you just created
2. Click the 🕐 Hours button on their card
3. For each working day, toggle it on and set the Start Time and End Time
4. Click Save

📸 Screenshot: Set working hours

Overnight shifts

If a shift crosses midnight (e.g. 10 PM – 6 AM), just set the end time past midnight — the app handles the "+1 day" automatically.

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Step 5 — View Your Live Schedule

That's it — your schedule is live! Let's see it.

1. In the sidebar, click 📆 Day View / 24h
2. You'll see a 24-hour timeline with your agent's shift block highlighted in their color
3. Use the ← Prev / Next → arrows at the top to browse other days

📸 Screenshot: Day View schedule

The Day View shows:

• Which agents are on duty at each hour
• Coverage gaps (hours with no one scheduled)
• OT opportunities when gaps are detected

Dashboard overview

Click 📊 Dashboard in the sidebar for a bird's-eye view: today's on-duty agents, weekly coverage stats, and any gaps at a glance.

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Step 6 (Optional) — Invite a Team Member

Want a colleague to view or manage the schedule too?

1. In the sidebar, click 🔐 Members
2. Click + Add User
3. Fill in their Full Name, Email, Password, and assign a Role
   • Admin — can add/edit agents and schedules
   • Member — view-only access
4. Click Create

Share the login credentials with your team member and they can sign in at app.manageroster.com.

📸 Screenshot: Add user screen

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You're All Set 🎉

Here's what you've done:

Step	Done
Created your account	✅
Set up a workspace	✅
Added an agent	✅
Set working hours	✅
Viewed the live schedule	✅

What's next?

• Add more agents to build out your full team
• Set up leave & holidays so off-days show correctly
• Explore the Monthly View for a full calendar overview