What is a Roster?
A roster is a group or list of practitioners to help you stay organized. Rosters let you organize providers by team, location, specialty, or any grouping that fits your workflow. Once practitioners are on a roster, you can monitor their license status, run compliance reports, and perform verifications across the group as a whole.
When you sign up, a roster is created for you automatically, and you can create additional rosters as needed.
Creating a New Roster
Step 1: Navigate to Rosters
From the main navigation, go to Settings → Users & Rosters. A table of rosters is displayed on this page, showing all rosters in your organization.
Step 2: Create a New Roster
Click the Create Roster button (top right of the Rosters table). A dialog will appear.
Step 3: Name Your Roster
Enter a Roster Name. We suggest using something descriptive that reflects how you'll use it (e.g., "Chicago Clinic — Physicians").
Click Create Roster to confirm. You'll see a success notification and the new roster will appear in the table. You are automatically added as a member of any roster you create.
Managing Roster Access
Each roster has access control where either everyone or select members can view the roster.
By default, rosters are shared with everyone in your organization.
Share with Everyone in Your Organization
Click the actions menu (⋯) on a roster row and select Share with everyone in your organization.
In the dialog, select a Permission Level for all organization members:
Permission | What they can do |
Owner | Full control over the roster, including managing users and settings |
Editor | Can add or remove items in the roster |
Viewer | Can view the roster but cannot make changes |
Click Confirm to apply. New members who join your organization will automatically have access.
Share with Only Selected Members
Click the actions menu (⋯) on a roster row and select Share with only selected members.
In the dialog, assign each team member to a permission tier:
Owner: use the Owners selector to add users
Editor: use the Editors selector to add users
Viewer: use the Viewers selector to add users
Each user can only hold one role. Click Confirm to apply. New members who join your organization will not have automatic access.
You can make further changes by clicking the number in the Members column of any roster to open the members panel. From here you can:
Change a member's permissions between Owner, Editor, and Viewer
Remove a member
Deleting a Roster
Click the actions menu (⋯) on a roster row and select Delete Roster. This action is permanent.
Frequently Asked Questions
Q: Can a practitioner be on more than one roster?
A: Yes! A practitioner can be added to multiple rosters.
Q: Can I add my entire practitioner list at once?
A: Yes! Please follow the roster submission guide to send us your roster.