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
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.