Adding & Editing Positions Print

Modified on: Wed, Mar 15, 2023 at 3:07 PM


This article will show you how to add new positions and edit current positions. This will be done in the Position Manager.


Required Access:

You will need the Position Administrator or Administrator administrative access level.


To get to the Position Manager, follow these steps:

  1. From the Member Portal, go to Admin > Member Management 
  2. Find Position Manager
  3. Once in the Position Manager, go to the first tab labeled Positions


Adding a New Position

  1. Scroll to the bottom of the page and click Add.
     
  2. Write the name of the position in the Title field. Please make sure there are no duplicate positions.
  3. Under Access Rights, you can choose which bundle of permissions or access levels you can assign to this placement. If a Member gets assigned to this position, they will automatically inherit these access levels.
  4. Click Submit to save your changes.


Editing a Position

  1. Once at the position manager on the Positions tab, click Configure in the Actions column next to any position
  2. From here, you can update the Title.
  3. Click Submit to save.


Note: If you are adding a new position, always add a brand new entry rather than editing a current position



Adding an Existing Position through the Admin Directory

  1. From the Admin Directory, click on a member's name to update her Position.
  2. On the left navigation, click on Engagement Information > Positions to jump to the Positions section.
  3. Click Add new position to enter a new position.
  4. Find the Position name from the Positions dropdown.
  5. Enter the Start Date and End Date.
  6. Click Submit.



To watch the video tutorialVideo - Define Placement Position


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