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.






