This tutorial demonstrates how to use the Position Manager to create placements (positions), placement committees (position groups), and how to connect them. (Duration: 2:36)
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:
- From the Member Portal, go to Admin > Member Management
- Find Position Manager
- Once in the Position Manager, go to the first tab labeled Positions
Adding a New Position
- Scroll to the bottom of the page and click Add.
- Write the name of the position in the Title field. Please make sure there are no duplicate positions.
- 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.
- Click Submit to save your changes.
Editing a Position
- Once at the position manager on the Positions tab, click Configure in the Actions column next to any position
- From here, you can update the Title.
- 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
- From the Admin Directory, click on a member's name to update her Position.
- On the left navigation, click on Engagement Information > Positions to jump to the Positions section.
- Click Add new position to enter a new position.
- Find the Position name from the Positions dropdown.
- Enter the Start Date and End Date.
- Click Submit.
Related Articles:
To create position groups: Adding & Editing Position Groups
To correlate positions: Correlating Positions to Position Groups