Positions

Home/Users/Directories and settings/Positions

The Positions attribute, as well as the Cities and Departments are used for assigning tasks, setting up access to the Knowledge base and the Catalog, and in all system filters.

You can go to the Positions page:

The Positions page contains a list of all positions ever added to the system.

Positions are being added to the list:

while importing users along with user data
may be created manually

To create a new position in the list, you need to click the Сreate button in the upper right corner and enter the name on the page of creating.

When creating a new position record, case and spaces (at the beginning and at the end of the title) are ignored. That is, if the position "Sales Manager" has already been created, then you will not be able to create the position "sales manager".

There is also an extra option for positions editing - setting the Managing Role or Deputy role. Such users are marked with a star and are located above others in the contact list (for more details, see Contacts).

Deputies will have the same functional rights as the Managers. Only the Deputy has a different mark and is in the contacts below the users with the mark "Manager".

This option is important for working with the Organizational Structure, because it sets the Manager-Subordinate communication. - more details at Organizational structure

Also, the Director checkbox is important for the Administrator role and the ability to view reports about your staff. - more details at Roles in the system.

When editing position, the system displays a warning for user import:

While editing attributes in directories, for users who were previously assigned the edited attributes, the changes will not be saved. The changes are saved in the filters and for assigning to new users. For other users you need to edit their profiles, replacing the old attributes with the edited new ones.
It can be done in one of the following ways:
- using User import (import using CSV, automatic synchronization or API User import);
- manually via Profile editing;
- manually while viewing the orgstructure.