ROSTER DOCUMENTATION

From first workflow to controlled deployment.

Practical guidance for customers, reviewers, billing teams, and operators.

Current product scope: Features that require third-party services remain unavailable until an authorized administrator connects and configures those services.

Get started

Move from a new workspace to an approved deployment without skipping the human controls.

QUICKSTART

Eight-step onboarding

  1. Complete the company profile and workflow objective.
  2. Add approved knowledge sources and integrations.
  3. Define guardrails, tests, and escalation owners.
  4. Submit for human review before deployment.
FOUNDATIONS

How StaffRooster works

  1. Agents own narrow roles.
  2. Playbooks coordinate complete workflows.
  3. Policies define what can happen automatically.
  4. Approvals preserve human accountability.

Agents and workflows

Configure a specialist around a measurable business outcome, not an open-ended prompt.

CONFIGURATION

Rooster workbench

  1. Choose the agent and operating mode.
  2. Write workspace-specific instructions.
  3. Set confidence, volume, and escalation limits.
  4. Save changes before running validation.
VALIDATION

Test before launch

  1. Use realistic inputs and edge cases.
  2. Review draft output and confidence.
  3. Approve at least one current test.
  4. Retest whenever guardrails change.
PLAYBOOKS

Multi-Rooster handoffs

  1. Define the initiating event.
  2. Assign each step to one role.
  3. Specify the shared context and completion condition.
  4. Insert approvals at consequential actions.
FAILURES

Exception handling

  1. Failed work enters operator review.
  2. Repeated signals become incidents.
  3. Operators acknowledge and resolve incidents.
  4. Emergency pause stops workspace execution.

Governance and access

Permissions and approval boundaries are enforced on the server, not only hidden in the interface.

ROLES

Workspace permissions

  1. Owner: workspace and access control.
  2. Admin: configuration and operations.
  3. Reviewer: human decisions.
  4. Billing: subscriptions and payments.
  5. Operator: permitted daily workflows.
APPROVALS

Human decision points

  1. High-impact tasks remain queued.
  2. Reviewers see inputs, drafts, risk, and confidence.
  3. Every decision records reviewer and time.
  4. Changed policies invalidate stale validation.
DATA

Data controls

  1. Workspace-scoped storage.
  2. Governed export and deletion requests.
  3. Human review before destructive completion.
  4. Published privacy and processing terms.
AUDIT

Operational evidence

  1. Agent runs and decisions are retained.
  2. Outbound delivery is idempotent.
  3. Administrative changes enter the audit trail.
  4. Launch readiness is recalculated continuously.

Integrations

Every external system requires explicit authorization and has a visible readiness state.

EMAIL

Gmail delivery

  1. Connect an authorized sender.
  2. Approved drafts stage before delivery.
  3. Delivery attempts use idempotency keys.
  4. Internal lead-generation notes are excluded from customer email.
INTAKE

Lead sources

  1. Create a revocable source credential.
  2. Send a unique external inquiry ID.
  3. Rate limits and duplicate protection apply.
  4. New leads pause for human review.
STRIPE

Billing and Connect

  1. StaffRooster subscriptions use Stripe Billing.
  2. Client payments use direct Connect charges.
  3. The client business remains merchant of record.
  4. Payment fees and caps are disclosed before Checkout.
SECRETS

Credential safety

  1. Secrets stay in encrypted runtime configuration.
  2. The dashboard displays readiness, never values.
  3. Use restricted keys and a separate sandbox.
  4. Rotate revoked or exposed credentials immediately.

Payments and reconciliation

StaffRooster separates its SaaS billing from the payments each customer business accepts.

ONBOARDING

Connected business setup

  1. Stripe-hosted onboarding collects verification details.
  2. Charges remain disabled until Stripe approves the account.
  3. Businesses receive their own Stripe Dashboard.
  4. Stripe manages payouts and processing fees.
FEES

Transparent economics

  1. Starter: 0.50%, capped at $10.
  2. Growth: 0.25%, capped at $7.50.
  3. Scale: no StaffRooster transaction fee.
  4. Stripe processing fees remain separate.
LEDGER

Payment status

  1. Created links enter the payment ledger.
  2. Signed webhooks mark paid or expired sessions.
  3. Refunds and disputes remain visible.
  4. Amounts and StaffRooster fees stay reconcilable.
BOUNDARIES

Responsibilities

  1. The business sets prices and delivers service.
  2. Stripe processes and pays out funds.
  3. StaffRooster coordinates workflows and applies its disclosed fee.
  4. The customer pays through secure Stripe Checkout.

Launch and operations

Use the launch gate and operator center to keep every deployment supportable.

READINESS

Go-live checklist

  1. Onboarding is submitted and approved.
  2. Active Roosters have current policies and tests.
  3. Required integrations are configured.
  4. No critical incident or emergency pause is active.
MONITORING

Daily operations

  1. Review Rooster health and failure rates.
  2. Clear outstanding approvals.
  3. Resolve delivery and intake incidents.
  4. Watch usage, cost, and subscription status.