Positions, or job functions, are attributes that label and identify users so that other people in the system have a better understanding of who they are. These Positions are created and maintained by your organization and, once created, can be assigned to any General, Capture, Offline, Setup, or Inactive users.
Positions can be grouped under Position Folders for organizational purposes. These groupings will be represented in the Positions drop-down when filtering a List of users or adding a Position to a user's profile.
"Position" is the default name of this user attribute. Your organization may have given this attribute a different name.
Who can create a new Position or Position Folder?
Anyone with the "Global User Administrator" permission can create Positions and Position Folders.
People with other Administrator permissions may be able to access the Positions Administration page, but will not be able to make changes to it.
Create a new Position or Position Folder
To create a new Position or Position Folder, navigate to the Positions administration page, then:
- To create a Position Folder or a single Position, click Add at the top of the list of Positions.
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- To create a new Position Folder, click Create Folder in the resulting drop-down menu and the Create Position Folder window will open.
To create a new Position, click Create Position in the resulting drop-down menu and the Create Position window will open.
- To create a new Position Folder, click Create Folder in the resulting drop-down menu and the Create Position Folder window will open.
Pro Tip: To create a new Position and have it automatically nested under an existing Position Folder, first click the Position Folder in the list of Positions so that it's highlighted in blue, then click Add, and then click Create Position.
- To create multiple Positions at once, click Actions at the top of the list of Positions.
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- Click Multiple Attribute Builder in the resulting drop-down menu and the Build Multiple Attributes window will open.
- Count: Enter the number of Positions you'd like to create.
- Click Save.
- The specified number of Positions will be created, each given a number (1-"Count") as its name. Edit each Position to fill out its information as necessary.
- Click Multiple Attribute Builder in the resulting drop-down menu and the Build Multiple Attributes window will open.
Create a Position Folder
In the Create Position Folder window:
- Name (required): The name will be used to identify this Position Folder.
- Description: Enter an optional description in this field. The description will appear when hovering over the Position Folder's name in the list of Positions.
- Icon: Click one of the listed icons to select it and the icon's code will automatically appear in the "Icon Code" field, or follow the link under the "Icon Code" field, select the icon you want to use, and copy and paste its icon code into the Icon Code field.
This icon will appear next to the Position Folder when editing or creating a user or filtering a list of users.
- Color: Expand this drop-down to select the color that should be used for the Position Folder's icon. Click Save on the drop-down to confirm your selection.
If this Position Folder doesn't have an icon configured, this option will have no effect.
- Color: Expand this drop-down to select the color that should be used for the Position Folder's icon. Click Save on the drop-down to confirm your selection.
- Click Save.
Create a Position
In the Create Position window:
- Name (required): The name will be used to identify this Position.
- Description: Enter an optional description in this field. The description will appear when hovering over the Position's name in the list of Positions.
- Icon: Click one of the listed icons to select it and the icon's code will automatically appear in the "Icon Code" field, or follow the link under the "Icon Code" field, select the icon you want to use, and copy and paste its icon code into the Icon Code field.
This icon will appear next to the Position when editing or creating a user or filtering a list of users.
- Color: Expand this drop-down to select the color that should be used for the Position's icon. Click Save on the drop-down to confirm your selection.
If this Position doesn't have an icon configured, this option will have no effect.
- Color: Expand this drop-down to select the color that should be used for the Position's icon. Click Save on the drop-down to confirm your selection.
- Click Save.