User guides

Your first sign-in, the home page tour, and where to find your assignments.

Get set up on the CDRoster iPhone app in three minutes — find your way around, set availability, sync your calendar, swap duties, and sign in with Face ID.

Sign in with a password, Google, or Apple (including Apple’s Hide My Email), link and unlink those accounts, change the email you sign in with, and understand what deleting your account does — and why it is not how you leave an ecclesia.

A guided path from an empty ecclesia to a published roster — what the nine required steps are, what the states mean, and how to tell the checklist about things it cannot see.

Send a quick email invitation, or create a full member profile — the two paths for adding someone new.

Upload a CSV or Excel file, map its columns to CDRoster fields, preview, then commit the batch.

Bulk-load members, qualification holders, external contacts, and events from CSV or Excel — with downloadable sample files and the order to do it in.

Define the roles the scheduler picks between, and set who’s eligible + willing by default.

The planning window your rosters cover — quarterly, monthly, or something bespoke.

What every card on the Settings page controls — reminders, willingness defaults, directory visibility, and more.

See and change who holds a privilege beyond an ordinary member — grant or withdraw coordinator, Sunday School superintendent, and administrator rights, and understand how a privilege differs from a roster role.

The named badges — Active speaker, Bus driver licensed — that role eligibility rules and per-person grants reference. Add and archive codes, and see what uses each.

Set the name, primary brand colour (checked for legibility), timezone, contact email, and logo that members see across CDRoster and on its emails.

Attach the detail a roster can’t hold — the reader’s passage, the hymns, what the AV desk needs — to an occurrence. Who can add them, editing, staff-only notes, and the tag list.

Set up a reusable order of service for a recurring meeting, then fill in each week’s hymns, reading, and exhortation. Includes a worked Memorial Meeting example and who’s allowed to edit.

The daily "what needs my attention?" dashboard — swap approvals, volunteer approvals, and unfilled coverage.

Run the scheduler, review the draft, and publish a roster to members.

Worked example: build a reusable Bible Class once, then run study series like Elijah and Hebrews under it — each with its own curriculum and dates, all sharing the class settings.

Worked example: add a Bus Run role to the Memorial Meeting activity template and pick it up in the next roster.

Set up a recurring event that repeats every second Friday -- worked example using a supper class, covering roleless events, seasonal start times, and multi-day occurrences.

Define named date ranges (School Holidays, term dates) once, then skip a recurring event during them or shift its start time — set the dates in one place and every event follows.

Make a busy calendar readable — colour an activity or a single occurrence, understand what members see, and pin or hand-order occurrences for your coordinator team.

Tell the scheduler which roles you can cover and when you can serve.

Blocking out a holiday, a family event, or a temporary break from serving.

Hand off a duty (takeover) or trade a pair with another member (exchange).

Group family members, invite people to your household, and give a manager edit access on your behalf.

Run Sunday School end to end — set up the year, define classes and teachers, enrol students, mark attendance, and keep working-with-children checks current.

Build a deck of scored or poll questions, host it on the big screen with a look to suit the night, and let everyone — visitors included — play from their own phone.

Build a fillable checklist or agenda, attach it to a role on a duty, and let the rostered member complete it — with one-per-assignee or one-shared-per-occurrence copies, submission review, an XLSX export, and JSON backup.

Build a registration form parents complete online — a repeatable “add another child” group, parent and consent fields — and collect it with a public link that non-members can fill in without signing in.

Run a community programme for non-members (a holiday club, a Junior CYC) end to end — a public registration link and QR, door check-in, working-with-children safety-check verification, sessions, and reports for the committee.

Record who attends your regular meetings — choose which activities to track, mark the weekly register (visitors included), and read the per-member report and the headcount trend.

Attach a survey to an announcement — write the questions, understand why they freeze once someone answers, set who sees the results, chase non-responders, and read the numbers. Includes what "confidential" does and does not promise.

Share files with the ecclesia — upload a document, choose who can see it, set an optional expiry, replace it in place when a corrected version lands, and keep an eye on your storage.

The catalogue of working-with-children check types, by state, that individual WWCC records and the Sunday School compliance view reference.

Provision a tenant, seed the first administrator, and manage support grants.