> ## Documentation Index
> Fetch the complete documentation index at: https://cakeday.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage your celebration roster in Cake Day

> The Roster page shows every workspace member who has opted in, been invited, or been removed, and lets admins add, edit, and remove people.

The Roster page at [cakeday.io/app/roster](https://cakeday.io/app/roster) is where you manage who receives birthday and work-anniversary shoutouts. Every row in the roster represents a workspace member and shows their status, celebration dates, and available actions.

<Note>
  Cake Day never silently adds people to the roster. Every member must actively opt in — either by accepting a DM invite or by running `/cakeday me` themselves.
</Note>

## Roster statuses

| Status        | Meaning                                                                                           |
| ------------- | ------------------------------------------------------------------------------------------------- |
| **Active**    | The member has opted in. Cake Day will post a shoutout on their birthday and/or work anniversary. |
| **Pending**   | An invite DM has been sent. The member hasn't responded yet.                                      |
| **Opted out** | The member received an invite and declined.                                                       |
| **Removed**   | An admin deleted the member from the roster.                                                      |

## Adding individuals

To invite a specific person from the dashboard, click **Add to roster** and choose **Send Slack DM invite**. Cake Day sends them a direct message with a button to add their birthday and work start date.

From Slack, admins can run `/cakeday invite @user` to send the same DM invite directly. Omitting `@user` opens a picker modal so you can select someone from a list.

## Self-service for members

Any workspace member can manage their own entry at any time by running `/cakeday me` in Slack. This opens a modal where they can:

* Add their birthday (month and day)
* Add their work start date
* Update either date
* Remove themselves from the roster

Members don't need admin access to use `/cakeday me`.

## Editing dates

Admins can edit a member's birthday or work anniversary directly from the Roster page. Find the member in the list and click their row to open the edit panel.

## Removing members

To remove someone from the roster, click the three-dot menu on their row and select **Remove**. Removed members won't receive shoutouts and won't appear in the Active list, but an admin can re-invite them at any time.

## CSV import

If you want to add your whole team at once, CSV import lets you upload a spreadsheet of names and dates without sending individual DM invites. This feature is available on Starter and above.

See [CSV import guide](/docs/guides/csv-import) for the required format and step-by-step instructions.
