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Managing Positions

Positions allow you to assign tasks to team members who may not yet be onboarded or who only require mobile access. This helps you plan staffing in advance without needing to allocate a web app seat.

Create Positions

To create positions, head to:

Left-hand panel → Organisation → Positions

Click Add Position to create a new position.

If you already know who will fill the role, you can enter their full name.
Otherwise, enter a job title or identifiable role, such as:

  • Site Manager

  • Bar Supervisor

  • Electrician

  • Security Team Lead

This allows you to plan your staffing before finalising your team.


Add Multiple Positions

You can click Add Row to add multiple positions at once.

This makes it quick and easy to build out your team structure.


Manage Positions

Under Actions, you can manage each position.

You can:

  • Edit Position - change the name

  • Merge with User - if they are later added as a user

  • Delete Position - remove unused positions


Merge Positions with Users

If a team member is later added as a user, you can merge the position with the user.

This ensures that any schedule items assigned to the position transfer to that user's account.

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