Managing Team Rosters

Managing Team Rosters

Your team is the heart of your restaurant, and keeping their information organized in Tacoter makes managing group orders a breeze! This guide will walk you through how to add, import, and manage your team roster.

What is the Roster?

Think of your roster as your digital address book for everyone who works at your restaurant. Once your team members are in the system, you can easily select them when creating group orders, ensuring everyone gets their invite without you having to type in details each time.

Accessing Your Roster

1. Sign in to Tacoter: Go to tacoter.com/signin and enter your credentials.
2. Navigate to the Roster page: Once signed in, you'll land on your Dashboard. From there, you can directly access your Roster by visiting tacoter.com/office/roster.

Adding Team Members Individually

Got a new hire or just need to add a few people? You can do this one by one.

1. Go to the Roster page: Make sure you're at tacoter.com/office/roster.
2. Click "Add New Person": Look for a button or link that says Add New Person (or similar, typically on the top right or within the roster table).
3. Enter details: A form will appear. Fill in the following information:
4. Name: The team member's full name.
5. Email: Their email address. This is often used for sending order invitations.
6. Phone: Their phone number.
7. Save: Click the Save or Add Person button to add them to your roster. [[screenshot: Adding a single team member form]]

Importing Many Team Members at Once

If you have a larger team or want to add everyone quickly, importing from a spreadsheet is the fastest way.

1. Prepare your spreadsheet:
2. Open your favorite spreadsheet program (like Google Sheets, Excel, etc.).
3. Create columns for Name, Email, and Phone.
4. Enter your team members' data into these columns.
5. Save your file as a CSV (Comma Separated Values) file. This is crucial for successful import.
6. Pro-tip: Make sure your column headers are clear (e.g., "Full Name", "Email Address", "Phone Number") to make matching easier.
7. Go to the Import page: Navigate to tacoter.com/office/roster/import.
8. Upload your CSV file: Click the Choose File button and select the CSV file you prepared.
9. Match Columns: Tacoter will show you a preview of your data and ask you to match the columns from your spreadsheet to the fields in Tacoter (Name, Email, Phone).
10. For example, if your spreadsheet has a column named "Employee Name", select "Name" from the dropdown next to it.
11. If you have columns in your spreadsheet that aren't relevant (like "Employee ID"), you can usually choose "Skip" or "Do not import" for those columns. [[screenshot: Column matching during CSV import]]
12. Review the Import: Before anything is saved, you'll see a final review screen showing how each entry will be imported. This is your chance to catch any errors.
13. Confirm Import: If everything looks good, click the Confirm Import or Save Roster button. Your team members will now be added to your roster!
14. Note: Bulk actions like imports list every individual change for your approval. You can import up to 500 items per bulk action.

Editing Team Member Information

Team members change their phone numbers, email addresses, or even their names. Keeping their information current is simple.

1. Go to the Roster page: Visit tacoter.com/office/roster.
2. Find the team member: Locate the person you want to edit in the list. You can usually use a search bar or scroll through the names.
3. Click "Edit": Next to their name, you'll find an Edit button or icon (often a pencil).
4. Make your changes: Update the relevant fields (name, email, phone).
5. Save changes: Click Save or Update to apply your edits.
6. Quick tip: Most changes made in Tacoter can be undone within 24 hours from the action card on your Dashboard. Just go to tacoter.com/dashboard and look for the recent activity.

Removing Team Members

When a team member leaves or is no longer part of your roster, you can easily remove them.

1. Go to the Roster page: Visit tacoter.com/office/roster.
2. Find the team member: Locate the person you wish to remove from the list.
3. Click "Remove" or "Delete": Next to their name, you'll find a Remove or Delete button/icon (often a trash can).
4. Confirm removal: A confirmation message will usually pop up asking if you're sure. Confirm to proceed.
5. Note: Removing a team member only takes them off your roster; it doesn't affect past orders they might have participated in. You can usually undo this within 24 hours via the Dashboard if you made a mistake.

Using Your Roster for Group Orders

Once your roster is set up, sending out group order invites is effortless!

1. Start a new group order: When you initiate a new group order, Tacoter will give you the option to choose who to invite.
2. Select from Roster: Instead of typing in emails or phone numbers manually, you'll see a list of your rostered team members. Simply check the box next to each person you want to invite.
3. Send Invites: Each selected team member will receive their own unique invitation link, making it easy for them to place their order.

Need a Quick Hand? El Jefe Chat is Here!

If you're on any Tacoter dashboard page and need quick assistance with your roster, look for the chat icon at the bottom right. That's El Jefe Chat! Just type your question or request (e.g., "How do I add someone to the roster?" or "Can you help me import my team?"). El Jefe will respond in English or Spanish, matching your language preference. Any changes it suggests will appear as a preview card for you to confirm before they're applied. Previews expire after 15 minutes if not confirmed.

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Need help? Email ir@tacoter.com or call (800) 503-2670.