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      Edit a Position or Position Folder

      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.

      Two Line Ofie"Position" is the default name of this user attribute. Your organization may have given this attribute a different name.

      Who can edit a Position or Position Folder?

      Anyone with the "Global User Administrator" permission can edit 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.

      Edit a Position or Position Folder

      To edit a Position or Position Folder, navigate to the Positions administration page, then:

      • Hover over the Position or Position Folder you want to edit so that it's highlighted blue, then click the pencil icon that appears to its right.

      The Positions admin page with an arrow pointing to a Positions edit button

      • The Edit Position or Edit Position Folder window will open. Update the following information as necessary:
        • Name (required): The name will be used to identify this Position or Position Folder.
        • Description: Enter an optional description in this field. The description will appear when hovering over the Position or 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 or 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 or Position Folder's icon. Click Save on the drop-down to confirm your selection.

            If this Position or Position Folder doesn't have an icon configured, this option will have no effect.
        • Click Save.