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Positions

C
Written by Chris Curd
Updated over 3 months ago

The Positions list allows users to assign specific roles to contacts. These positions can be filtered in the Contacts list and are also displayed in Organizational Charts at the client and site levels.

Editing a Position Type

  1. Navigate to the Positions section.

  2. Tap the name of the position you wish to edit.

  3. Rename it as needed.

  4. Hit Save to confirm changes.

Adding a New Position Type

  1. Tap the New button.

  2. Enter the name of the new position.

  3. Hit Save to add it to the list.

Maintaining an accurate list of Positions ensures efficient role assignment, improves filtering in contact management, and enhances the clarity of Organizational Charts at both client and site levels.

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