How to set up AI scheduling in Roster

You need an OpenAI account and API key. Only your organization admin needs to add the key; then all admins and managers in that organization can use AI.

1. Get an OpenAI account and API key

  • Sign up at OpenAI if you don't have an account.
  • Add a payment method. Note: OpenAI requires a minimum of $5 in account credit before you can use the API; add at least $5 at OpenAI's billing page.
  • Create an API key in the API keys section. Keep the key secret (it starts with sk-...).

2. Add the key in the Roster app

  • Open the Roster app and select your organization.
  • Go to the Organization profile screen (organization settings / admin screen).
  • Scroll to the bottom of the screen to the OpenAI API Key section.
  • Enter your API key and save. The key is stored securely and is only used by the app to power AI scheduling; it is not visible to other users.

3. Who needs to add the key

Only an admin of the organization needs to add the OpenAI key. Once the key is set, all admins and managers in that organization can use AI scheduling (e.g. create shifts from a prompt). Regular staff do not need to add anything.