Rosters

Rosters are dynamic, rule-based lists of people that automatically sync to destinations like Google Groups and Slack channels. Unlike static distribution lists, rosters update automatically based on employee attributes, ensuring the right people are always in the right places.

What are Rosters?

A roster is a list of people defined by rules rather than manual selection. For example:
  • My Direct Reports - Everyone who reports directly to you
  • Engineering Team - Anyone with "Engineer" in their title
  • Sales Team - Everyone in the Sales department
  • Executive Team - CEO and their direct reports
When someone joins your organization or changes roles, roster memberships update automatically without manual intervention.

Destinations

Rosters can sync to multiple destinations:
  • Google Groups - Keep email distribution lists up-to-date automatically
  • Slack Channels - Ensure team members are in the right conversations
  • Team Calendars - Control who can view and edit shared calendars
  • Permissions - Define access control for features like on-call schedules

Creating a Roster

There are two ways to create rosters:
  1. From Templates - Start with pre-built templates like "My Direct Reports" or "Engineering Team" for instant setup
  2. Custom Rules - Build your own roster using the rule builder to match your organization's structure

Building Rules

Roster rules use a flexible query language that works with any field in your employee profiles:

Basic Rules

  • title = "Engineer" - Exact match
  • title ~ "Engineer" - Contains text
  • department = "Sales" - Department match
  • location = "San Francisco" - Location match

Reporting Relationships

  • reportsTo = "manager@company.com" - Direct reports
  • inManagerChain = "manager@company.com" - All reports (direct and indirect)
  • isManager = true - Anyone with direct reports

Combining Rules

  • title ~ "Engineer" & location = "San Francisco" - AND logic (both conditions must be true)
  • department = "Sales" | department = "Marketing" - OR logic (either condition can be true)
  • (title ~ "Engineer" | title ~ "Designer") & location = "Remote" - Complex combinations with grouping

Date and Numeric Fields

  • startDate < 90 days - New hires in the last 90 days
  • tenure > 2 years - Employees with 2+ years
  • level >= 5 - Senior level employees

Empty Values

  • manager = "" - People without a manager (typically the CEO)
  • department != "" - People with a department assigned

User vs Org-Wide Rosters

OrgOrg supports two types of rosters:
  • User Rosters - Created and managed by individual users, typically for their own team. Sync to Google Groups using your personal Google Workspace account. Perfect for managers who want to create distribution lists for their teams.
  • Org-Wide Rosters - Created by admins using domain-wide delegation. Sync automatically using a service account without requiring individual authentication. Ideal for company-wide groups like "All Engineering" or "Sales Team".

Sync Options

When syncing rosters to destinations, you can choose:
  • Full Sync - OrgOrg manages the entire group, adding and removing members to match the roster exactly
  • Add Only - OrgOrg only adds new members but never removes anyone, useful for groups where you want to maintain some manual control

Common Use Cases

  • Team Communication - Keep team Slack channels and email lists synchronized with org structure changes
  • New Hire Onboarding - Automatically add new employees to relevant channels and groups based on their role
  • Cross-functional Teams - Create groups that span multiple departments (e.g., all managers, all remote employees)
  • Calendar Permissions - Control who can view and edit team calendars based on reporting relationships
  • On-Call Schedules - Define who can participate in on-call rotations based on team membership

Best Practices

  • Start with Templates - Use built-in templates for common patterns, then customize as needed
  • Use Descriptive Names - Name your rosters clearly so others understand their purpose
  • Test Before Syncing - Preview roster membership before connecting to important groups
  • Keep Rules Simple - Simpler rules are easier to maintain and understand
  • Document Special Cases - If you need complex rules, add notes explaining the logic

Getting Started

To create your first roster:
  1. Go to User Settings → Workspace → Groups
  2. Choose a template or click "Create Custom Roster"
  3. Review and customize the roster rule
  4. Add a destination (Google Group or Slack channel)
  5. The roster will sync automatically based on your sync schedule

Frequently Asked Questions

How often do rosters sync to destinations?

When possible, Rosters update as soon as a change is detected. Rosters also sync automatically on a regular schedule (typically very few hours). You can also manually trigger a sync from the roster management page.

Can I see who will be added or removed before syncing?

Yes! The roster preview shows current membership and highlights any changes that will be made on the next sync. You will also receive an email summary daily of your roster membership changes.

What happens if someone is manually added to a synced group?

For full sync mode, manually added members will be removed on the next sync unless they match the roster rule. Use "Add Only" mode if you want to preserve manual additions.

Can I use custom profile fields in roster rules?

Yes! Any custom field you create in your organization schema can be used in roster rules, giving you complete flexibility.

What's the difference between user and org-wide rosters?

User rosters sync using your personal Google account and are great for team-level groups. Org-wide rosters use domain-wide delegation and require admin setup, but can manage any group in your domain without individual authentication.

Need more assistance?

If we didn't answer your question, please contact us and we'll be happy to help.
For immediate assistance, join our Slack community. Connect directly with the OrgOrg team and collaborate with other users to share ideas and solutions.