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A new Server position beside the Add position action A new Server position beside the Add position action Create one position for each job you need to distinguish, such as Server. You can assign it to several people, so you do not need a separate position for every person.
You need permission to create positions. Linking a position to departments also needs permission to update positions.

Add a position

1

Open Positions

Click Add position.
2

Name the job

Enter a Position name. Click the swatch beside the name to choose its colour and icon.
3

Choose its departments

In Departments, select any departments the position belongs to. You can leave this empty or select more than one.
4

Save it

Click Add position. The position appears in the list.
The Add position dialog with Server entered, Show in schedule on and the Departments selector belowThe Add position dialog with Server entered, Show in schedule on and the Departments selector below

Name the job and choose its appearance before adding it.

The form also has Show in schedule. Its current limitation is explained under Managing positions.

Connect your team

The new position starts without members. Assign it to people who hold that job. Selecting departments in the form does not assign their members to the position. If you created the wrong position, click Undo in the success message while it is visible. Undo is available only when you also have permission to delete positions.

Next

Assigning members

Give the new position to your team.

Managing positions

Change its details and department links.

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