This article will show you how to add new position groups and edit current position groups. This will be done in the Position Manager
Accessing Position Groups
You will need the Position Administrator administrative access level.
To get to the Position Groups screen, follow these steps:
- Go to Admin > Member Management
- Select Position Manager
- Go to the second tab labeled Position Groups
Adding a Position Group
- Once at the Position Manager on the Position Group tab, scroll to the bottom of the page
- Click Add
- Write the name of the position group in the Position Group Name field
- Next, choose if you would like this position group to be a Groupshare by choosing 'yes' or 'no' from the Groupshare dropdown (you can ignore this portion at this time)
- Next choose if people can be mass assigned to positions in this group by choosing 'yes' or 'no' from the Enable Mass Assign dropdown
- Next choose if you would like this position group to be an access group by choosing 'yes' or 'no' from the Access Group dropdown
- Submit
Editing a Position Group
- Once at the Position Manager on the Position Groups tab, click Configure in the Actions column next to any position group
- From here, you can update the Position Group Name, Groupshare dropdown (coming soon), Enable Mass Assign dropdown, and Access Group dropdown
- Once all edits are made, click Submit
Note: From the main Position Groups page, you can update if a position group is a Groupshare and/or Access Group with the dropdowns available next to the position group name
Note: If you are adding a new position group, always add a brand new entry rather than editing a current position group
To watch the video tutorial: Video - Define Placement Position