Create and Manage Company Positions
The process below describes how to manage company positions. Noting that positions are not the same as a billing classifications. Example, an employee may have a position as a Regional Manager of the Northern Territories, but classified as a Senior Project Manager for the purpose of billing.
2) Under “Member” Contacts or External Contacts click Postiions
3) Check the positon doesn’t exist by filtering the grid on either code or title.
4) Add, edit, delete billing classifications using the icon buttons identified below.
5) Fill in the position form for Code, Title and Description
Licensing – users are to be licensed for the ORG module, this can be found under Settings then click User Licensing , set a billing account for the user. For more info see Knowledge Base Article -> User Licensing
Roles – users are to be assigned a user role for accessing the Position menu item. This can be found under Settings – System Security then click Assign User Roles . For more info see Knowledge Base Article -> Assign User Roles
Positions do not require any other menu pages pre-populated with data prior to their use.
|Field||Example Input||Characters||Field Restrictions|
|Code||002||max 10 min 2||Alpha, Numeric and special characters allowed|
|Title||Business Development Manager Northern States||max 70 min 2||Alpha, Numeric and special characters allowed|
|Description||This position covers all northern states and is responsible for maintaining the opportunities register and actively networking contacts of those opportunities.||max 1500||Alpha, Numeric and special characters allowed|
|001||Southern States Regional Operations Manager|
|002||Business Development Manager Northern States|
|003||National Legal Advisor|
|004||National Commercial Manager|
|005||Regional Happiness Officer|
|006||Project Management Office Administrator|
|007||Estimations Document Controller|