NOTE: The Admin area is only accessible by administrators; only Global User Administrators can perform the functions detailed on this support page.
How do I create a new Position?
Navigate to the "Positions" admin page, then:
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 of the page. - In the resulting drop-down menu, click
.
If you want to create a new Position without having it automatically placed in a folder:
- Click
in the top right corner of the "Positions" page. - In the resulting drop-down menu, click
.
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.
How do I create a new Position folder?
Navigate to the "Positions" admin page, then:
- Click
in the top right corner of the page. - In the resulting drop-down menu, click
.
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
.
PRO TIP: If you want to move a Position in or out of a folder or reorder the list, you can do so by clicking the Position or folder on the list and dragging it to its new position.