Account setup & admin
Details on setting up admin privileges, managing company settings, and configuring important features.
17 articles
All account setup & admin articles
Adding and managing sites
Learn how to create and manage sites in RosterElf, assign managers and assistants, add staff to sites, and configure time and attendance settings.
Assigning an employee to a site
Learn how to assign employees to sites in RosterElf using the Sites tab for bulk assignment or the Staff tab for individual updates.
Assigning staff to a position
Learn how to assign staff to positions in RosterElf using the Positions tab for bulk assignment or the Staff tab for individual updates.
Change staff order in RosterElf using number prefixes
Learn how to customise the staff order in RosterElf by adding number prefixes to staff names for better roster organisation.
Deleting and reactivating a site
Learn how to delete a site in RosterElf to make it inactive, and how to reactivate it later to restore access to all rosters and data.
Deleting and reactivating positions
Learn how to delete positions in RosterElf when no longer needed and how to reactivate previously deleted positions to restore them.
Forgotten password reset guide
Learn how to reset your RosterElf password via browser or smartphone app, receive a temporary password, and update to a new secure password.
Guide to My Profile settings
Learn how to access and update your personal settings in RosterElf including profile picture, name, email, phone number, and password.
How to add and manage job positions
Learn how to add positions in RosterElf, assign staff to roles, colour code positions for easy visualisation, and integrate with payroll systems.
How to transfer or change the account owner on RosterElf
Learn how to transfer account ownership in RosterElf by updating staff details, account info, and billing information for a smooth transition.
How to view staff clock-in and clock-out locations
Learn how to check where staff clocked in and out during their shift in RosterElf to ensure attendance accuracy and workplace accountability.
Introduction to positions
Learn what positions are in RosterElf, how to customise them for your business roles, and how they streamline scheduling and workforce management.
Introduction to sites
Learn how to manage multiple sites in RosterElf for different locations or departments, with separate budgets, managers, and schedules.
Manage account, billing, and subscription in RosterElf
Learn how to access and manage your account info, update billing details, view invoices, and manage your subscription plan in RosterElf.
Resetting a staff members password
Learn how to reset a staff member
Set and manage public holiday settings
Learn how to access, add, and remove public holidays in your RosterElf site settings to ensure accurate calendar schedules for your team.
Switching between accounts
Learn how to switch between multiple RosterElf accounts using the same login credentials, or merge accounts with different credentials for simpler access.
Explore related guides
Getting Started
Step-by-step guidance to set up your RosterElf account and begin using essential features.
Add & delete staff
Learn how to add staff, assign roles, and manage user permissions for smooth rostering.
Permission levels
An overview of the different permission levels available in RosterElf and how to set them for employees.
Security
Learn about managing security settings, passwords, and user permissions to protect your account.
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Real support from people who understand your business
At RosterElf, support isn't a ticket system — it's part of the product. Our Australian-based team helps you set up correctly, understand award rules, and stay compliant as your business changes. No scripts. No offshore handoffs. Just real help when you need it.
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Guided setup and onboarding
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Award and payroll questions answered
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Ongoing help as your team grows
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