Account Management > Rosters > Rosters tab

The ROSTERS tab allows users to view, edit, or manage a special patron list based on their chosen criteria. The lists are accessible when serving in the POS application.


View Rosters

  1. Ensure that the ROSTERS tab is selected
  2. Enter a Roster Name to search or leave it blank to select all
  3. Select a site or select All
  4. Enter any Tags as needed
  5. Select a Status from the dropdown
  6. Click the APPLY button
    Rosters display in the table below.

Edit Roster Details

You can edit the roster details, including its name, site, description, and tags, using the Edit icon in the Action(s) column.

  1. Identify the roster you wish to change
  2. Click the Edit icon for the desired roster
    The Edit Roster slide deck displays.
  3. Modify the desired information
  4. Click the SAVE button to save your changes
    A confirmation response appears atop the page, and the changes are made.

Manage Rosters

You can change the status and add or remove accounts from a roster using the Manage icon in the Action(s) column.

Change the Roster Status

A roster can be made inactive, but it cannot be deleted.

  1. Click the Manage icon for the desired roster
    The Manage Roster slide deck displays.
  2. Click the Status toggle switch in the top left corner to alternate between ACTIVE and INACTIVE
  3. Click YES to confirm your selection in the pop-up box
    A confirmation response appears atop the page, and the status is changed.

Add Account(s) to Rosters

  1. Click the Manage icon for the desired 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 account(s) 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.

Remove Account(s) from Rosters

  1. Click the Manage icon for the desired roster
    The Manage Roster slide deck displays.
  2. Locate the desired account in the List of Accounts table
  3. Click the Trash Can icon to remove the account from the roster
  4. Click OK to confirm your selection in the pop-up box
    A confirmation response appears atop the page, and the account is removed.
    Repeat this process to remove additional accounts from the roster as needed.
    Click the X to close the Manage Roster slide deck and return to the ROSTERS tab.