Help Centre

Help & User Guide

Everything you need to get started with RotaMate

No credit card required. Full access for 7 days.

1

Sign Up

Go to myrotamate.co.uk/trial/register and enter your name, email, organisation and a password.

2

Sign In & Explore Your Demo

Use your email and password to sign in. RotaMate creates a demo care home with staff and shifts — follow the guided walkthrough to see how it works.

3

Generate Your First Rota

Click "Generate Rota" to see RotaMate's scheduling engine in action. You'll get a health score and analysis instantly.

4

Add Your Own Data

Once you're ready, add your real staff, shifts and homes. You can remove the demo data at any time.

1

Sign In

Enter your email address and password on the login page. Forgot your password? Use the "Forgot your password?" link to reset it.

2

Complete Your Profile

After your first login, go to your profile page and add your name and phone number.

3

Navigate the Dashboard

Use the sidebar to access different sections of the platform:

  • Dashboard — Overview
  • Rota Cycles — Scheduling
  • Staff — Team management
  • Homes — Locations

Rota Cycles

A rota cycle is a scheduling period (weekly, fortnightly, or monthly). Each cycle contains shifts that need to be filled with staff members.

Shift Generation

The system automatically generates shift assignments based on staff availability, certifications, experience levels, and hour limits.

Approval Workflow

Once a rota is generated, it enters "submitted" status. A manager can then approve or reject it. Approved rotas become active.

Availability

Staff members can submit their availability for upcoming periods. The rostering system uses this information when generating assignments.

Every time you generate a rota, RotaMate automatically analyses it and shows you what needs attention.

Unfilled Positions

Shifts that still need staff coverage

Short Gaps

Insufficient rest between shifts

Overlapping Shifts

Staff double-booked on shifts

Workload Warnings

Staff approaching hour limits

Health Score

A score from 0-100 showing overall rota quality. Green (80+) means you're good to go.

RotaMate uses six roles. Each role determines what you can see and do. Use the matrix below to understand the permissions for each role.

Action Super Admin Platform Admin Group Admin Home Manager Staff Trial
Access Admin Panel ✅ ✅ ❌ ❌ ❌ ❌
Manage Tenants & Billing ✅ ✅ ❌ ❌ ❌ ❌
Create / Edit Homes ✅ ✅ ⚠️ ❌ ❌ ⚠️
Manage Staff ✅ ✅ ✅ ✅ Own ❌ ✅
Generate Rotas ✅ ✅ ✅ ✅ Own ❌ ✅
Approve Rotas ✅ ✅ ✅ ✅ Own ❌ ✅
View Rotas ✅ ✅ ✅ ✅ Own ✅ Own ✅
Submit Availability ❌ ❌ ❌ ❌ ✅ ❌
Manage Users ✅ ✅ ❌ ❌ ❌ ❌
View Audit Logs ✅ ✅ ❌ ❌ ❌ ❌
✅ Allowed ❌ Not allowed ⚠️ Limited ✅ Own Own home / group only

Super Admin

Developer role. Full system access — manages all tenants, billing, users, staff, homes and settings. Cannot be created via self-signup.

Platform Admin

Operates the entire platform. Full access to the admin panel and platform-wide management.

Group Admin

Runs a care provider (service provider). Creates homes, manages staff, generates and approves rotas for their group.

Home Manager

Manages a specific care home. Approves rotas and manages operations for that home only.

Staff

Care workers. View their assigned shifts, submit availability and manage their profile.

Trial

A new free-trial user running a group-admin demo workspace. Full rota experience for 7 days, then becomes read-only. No admin panel access.

When your 7-day trial ends, your account becomes read-only. Upgrade to keep full access.

Starter

£49/mo

1 home, 10 staff

Professional

£99/mo

5 homes, 50 staff

Enterprise

£399/mo

Unlimited

Go to /upgrade to choose a plan and pay securely with Stripe.

Click "Forgot your password?" on the login page and enter your email. We'll send you a link that lets you set a new password. The link expires after an hour.

Check your spam/junk folder. If it's not there, wait a minute and try again. Make sure you entered the email address you signed up with.

Go to your profile page (click your name in the top-right corner and select "Profile"). Under "Update Password" enter your current and new password, then click Save.

Yes! Sign up for a free 7-day trial at /trial/register. You get a demo workspace with sample data, rota generation, and AI analysis — no credit card required.

Your account becomes read-only. You can still log in and view your data, but you can't create or edit anything. Upgrade anytime to regain full access — your data is preserved.

Group admins and home managers can approve rotas. Staff members can view proposed rotas but cannot approve them.

Yes. We use encryption, access controls, and UK-based servers. We're UK GDPR compliant. See our Privacy Policy for details.

Still Need Help?

Our support team is here to help you get the most out of RotaMate.

Contact Support

hello@myrotamate.co.uk