Rosters
What are Rosters?
- 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
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
- From Templates - Start with pre-built templates like "My Direct Reports" or "Engineering Team" for instant setup
- Custom Rules - Build your own roster using the rule builder to match your organization's structure
Building Rules
Basic Rules
title = "Engineer"- Exact matchtitle ~ "Engineer"- Contains textdepartment = "Sales"- Department matchlocation = "San Francisco"- Location match
Reporting Relationships
reportsTo = "manager@company.com"- Direct reportsinManagerChain = "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 daystenure > 2 years- Employees with 2+ yearslevel >= 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
- 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
- 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
- Go to User Settings → Workspace → Groups
- Choose a template or click "Create Custom Roster"
- Review and customize the roster rule
- Add a destination (Google Group or Slack channel)
- 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.