Add a Team Position
Overview
Team Positions are job titles for members. You can create and manage a custom list of positions. In this article, we’ll go over how to add positions to your company.
Below are some sample positions you could add:
- Owner
- Co-owner
- General Manager
- Operations Manager
- Financial Controller
- Office Administrator
- Project Manager
- Site Superintendent
- Lead Carpenter
- Carpenter
- Apprentice
In this article, we’ll cover how to add a position and reorder them.
Add a Position
Click Settings at the bottom of the left sidebar. If the left sidebar is collapsed, click the gear icon.
The Settings page opens. Scroll to the Positions section. Any existing positions will be displayed here.
Click Add Position at the bottom.
Enter the position title in the Enter Name field.
Your new position will be saved automatically.
Reorder Positions
The order in which positions are listed in the Team Positions section is the order they are listed in the Position dropdown used when adding new members on the company settings page. If most of your members hold a certain position, you may want that position to be listed at the top.
You can adjust the position order at any time by using the up and down arrows. Refer to the article Manage Team Positions > Reorder Positions.