Creating a roster is all about people. So, how do you manage people in CunningPlan?

People, like roles are global. They are accessible from Menu | People.

Add everyone you want to manage

People can only be added to plans if they are in global data, so make sure to add people here first

Managing people

To add a person, click the + button on the top right. Each person needs:

  • A name
  • Email address
  • Phone number (optional)

A persons default availability (when they can be placed into a roster/schedule) is 'anytime'. This can be modified now or later. See availability.