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 Position 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 organize the list of Positions?
Anyone with the "Global User Administrator" permission can organize the list of Positions.
People with other Administrator permissions may be able to access the Positions Administration page, but will not be able to make changes to it.
How can the list of Positions be organized?
Positions can be nested under Position Folders and arranged relative to each other. Position Folders cannot be nested under each other, but they can also be placed in a preferred order.
This organization will be represented in the Position drop-down when filtering a List of users or adding a Position to a user's profile.
The list of Positions can be:
Manually move Positions and Position Folders
To move a Position or Position Folder, navigate to the Positions administration page. Next, locate the Position or Position Folder you want to move, then click and hold its name and drag and drop it into its new position. A dashed line will appear in its new position before you release it.
Dropping a Position directly onto a Position Folder will nest it under that Position Folder.
Automatically alphabetize Positions and Position Folders
To quickly alphabetize the list of Positions, navigate to the Positions administration page, then:
- Click Actions at the top of the list of Positions.
- Click Alphabetize in the resulting drop-down menu and the Alphabetize window will open.
- Click the All Folders and Values radio button if all Positions and Position Folders should be alphabetized or click the Just Values within Folders radio button if only Positions nested under Position Folders should be alphabetized.
- Click Alphabetize.