There are 4 Steps for Setting Up Positions:

  1. Define or create new Positions like President, PE, Secretary, Membership Committee Chair, Membership Committee Member, etc. See the article Adding & Editing Positions

  2. Create new Position Groups like Board of Directors or a specific committee like the Membership Committee. See the article Adding & Editing Position Groups

  3. Correlate or link the Positions to Position Groups 
    • Correlations allow you to indicate which League positions serve on a specific committee or group.  For example, a Finance VP will serve on the Board of Directors, and the Finance Committee.  
    • In another example, you would add the correlation between the Membership Committee Member and the Membership Committee Chair positions to the Membership Committee group, to indicate these two positions server on that committee.  
    • For this example, you would do two correlations:
      1. First, you would correlate or link the Membership Committee to the Membership Committee Chair. 
      2. Then, you would correlate the Membership Committee to the Membership Committee Member.
    • See the article Correlating Positions to Position Groups

To see the video tutorial that covers Steps 1-3, watch Video - Define Placement Position

  1. Assigning Positions to your Members 


Archiving Positions and Deleting Position Groups