Powered by Temper

Positions

To get to this page, navigate to the Admin page by clicking  on the left sidebar menu, look under the Users heading, and click "Positions." The admin page is only accessible by administrators; only Global User Administrators can perform the functions detailed on this support page.

 

What is a Position?

A Position is like a job function, as opposed to a Title which is more like a degree.

For example, if you work in the manufacturing industry, your organization might need Positions such as VP of Sales, CEO, CTO, or CPO.



How do I create a new Position?

If you want to create a new Position and have it automatically placed in a Folder:

  • Click on the Folder’s name so that it is highlighted blue.



  • Click in the top right corner.

 

If you want to create a new Position and not have it automatically placed in a Folder:

Click in the top right corner.



In the resulting window:

  • Enter the name of the Position.

  • (**Optional**) Add a description. This description will appear when you hover over the Position when editing or creating a user. This is helpful if you want other User Administrators to understand to what exactly the Position refers before they add it to someone's profile.

  • (**Optional**) Choose an icon (follow the given instructions to find an appropriate icon). This icon will appear next to the Position when editing or creating a user or filtering a list of users. It's helpful for when people are quickly skimming a long list of Positions.

  • (**Required only if you chose an icon**) Pick a color for the selected icon.

  • Click  to create the Position.


Pro Tip: If, after you create a Position, you want to move it in or out of a Folder or reorder the list, you can do so by clicking the Position on the list and dragging it to its new position.

 

 

How do I edit a Position?

  • Click on the Position you want to edit so that it is highlighted blue.




  • Click to the right of the Position.


In the resulting window, edit the Position's information as detailed above.

 

How do I delete a Position?

  • Hover over the Position you want to delete so that it is highlighted blue.




  • Click to the right of the Position.

  • Click in the resulting window. The deleted Position will be removed from all users. This action cannot be undone.

 

What is a Folder?

Folders are used to categorize your organization’s Positions. This makes it easier to find the Position you’re looking for when editing or creating a user.

 

How do I create a new Position Folder?

Click in the top right corner.




In the resulting window:


 

  • Enter the name of the Folder.

  • (**Optional**) Add a description. This description will appear when you hover over the Folder when editing or creating a user. This is helpful if you want other User Administrators to understand to what exactly the Folder refers.

  • (**Optional**) Choose an icon (follow the given instructions to find an appropriate icon). This icon will appear next to the Folder when editing or creating a user or filtering a list of users. It's helpful for when people are quickly skimming a long list of Positions.

  • (**Required only if you chose an icon**) Pick a color for the selected icon.

  • Click to create the Folder.

 

 

How do I edit a Position Folder?

  • Click on the Folder in the list of Positions so that it is highlighted blue.



  • Click to the right of the Folder.


In the resulting window, edit the Folder as detailed above.

 

How do I delete a Position Folder?

  • Make sure that the Folder is emptied of all Positions and Folders. If it does hold Positions or Folders, you will need to move or delete them before proceeding.

  • Hover over it in the list of Positions so that it is highlighted blue.




  • Click to the right of the Folder.

  • Click in the resulting window. This action cannot be undone.

 

How can the Position list be organized?

Positions can be nested in Folders. They can also be arranged in your preferred order relative to each other, as can Folders. The order that you set on the Positions page will be reflected on user filters and when editing or creating users.

 

To move a Position or Folder:




  • Click it so that it is highlighted in dark blue.

  • Drag it across the list to your desired destination which will be highlighted in a lighter blue.

In the above example, the "CTO" Position is being placed in the "C Suite" Folder.

 

To alphabetize the list of Positions:

  • Click  in the top right corner.

  • Click This action cannot be undone.

 

Have more questions? Submit a request