Positions define the type of Membership of a person in your Organization. A Position name is like a business title such as “Director” or “Advisor”. When a person has been assigned to a position by appointment or by acceptance of a membership application, they can appear on rosters and can have special permissions associated with the functional roles associated with the position (all people in the same role in an organization will have the same permissions).
Permissions assigned to the position you fill in your organization control what you can see and do with positions in your organization.
Add Position – Lets you create a new position for your organization’s roster.
Status
Title – This is the formal name of the position. It will be shown in various places including when recruiting people to join your organization.
Short Description – If a short description has been provided and the position is posted, the short description will be used to recruit people to consider requesting to join your organization in this position.
Type – Typically, people are directly added to a position in your organization, by application, appointment, or simple request approval. However, there is a special type that automatically fills a position with whoever fills a different position that may be in a different organization. For example, the Hispanic Presidents Council may be comprised of representatives who serve as presidents of its member organizations. Using Auto-Fill for each representative position will cause the council’s membership to be automatically updated whenever a member organization installs a new president.
Auto-Fill – When the position is configured to automatically fill from another position, the position remains vacant unless the corresponding position is currently filled. Since the decision to fill is managed by the corresponding position, unapproved requests to fill the position are not reflected in this position.
Status – The overview of each position shows how many people are in each of the main states.
Initiated
Submitted
Approved
Active
Posting Dates – If a position accepts members by Application or Approval requests, Get Involved will accept requests during the time specified by the open and close posting dates.
Actions
Buttons let you can easy jump to a related page for each position.
Applicants – Jumps to a list of prospective members for this position
Edit – Lets you edit the definition of this position
Delete – When a position is no longer relevant to your organization, it can be removed. This option is only available when there are no memberships associated with it. To delete a position, first finalize decisions for any prospective members and terminate all current members.