Edit a position

Edit a position#

For: Admin You’ll need: A position to edit.

You’ll change a position’s name, color, locations, headcount thresholds, or notes.

Open the position#

  1. In the sidebar, go to Company → Positions.

  2. Click the row for the position.

Make your changes#

  1. Update any of the fields.

  2. Click ‘Save’.

Note

You can’t take a location off ‘Locations’ while people still hold this position there — and emptying ‘Locations’ (which allows every location) counts as taking every current one off. Nothing is saved, and a warning names each person and location: “Can’t remove these locations — active assignments still exist: …. End or reassign them first.” End or move those assignments in the ‘Assignments’ panel first — see Manage the MLP block on a position.

Verify it worked#

A toast confirms the save and the row in the list reflects your changes.