Account Management > Rosters > Rosters tab

The ROSTERS tab allows users to create a special patron list based on their chosen criteria. The list is accessible when serving in the POS application.


There are two steps to adding a new roster. First, create the roster, then add accounts.


Create Rosters

  1. Ensure that the ROSTERS tab is selected
  2. Click the NEW button in the top right corner of the page
    The New Roster slide deck displays.
  3. Enter the required Roster Name and Site(s), and optional Description
  4. Click the SAVE button to create the new roster
    A confirmation response appears atop the page, and the new roster appears in the rosters list.

Add Account(s) to Rosters

On the ROSTERS tab, rosters will auto-populate, or you can search using filters.

  1. Click the Manage icon for the newly created roster
    The Manage Roster slide deck displays.
  2. Click the ADD ACCOUNT(S) button in the top right corner
    The Add Account slide deck displays.
  3. Filter accounts by Name or ID, Sites, or Grades
  4. Click the FIND ACCOUNT(S) button to populate a list of accounts based on the search criteria
  5. Click the Checkbox(es) for the desired account name(s)
    You can select multiple accounts from various pages before finalizing your selections.
  6. Click the ADD STUDENT(S) button to save the account(s) to the roster
    A confirmation response appears atop the page, and the accounts are added.
    Repeat this process to add additional accounts to the roster as needed.
    Click the X to close the Manage Roster slide deck and return to the ROSTERS tab.