Creating and Editing Types and Positions

Creating and Editing Types and Positions

Introduction

Account Groups are organized into Group Types. Each type has one or more Group Positions. You can have as many types as you need, and you can create as many positions as you need.

Group Positions

Group positions are the roles that the members will play in the group. Example positions are "Chairperson" and "Treasurer."

Creating Positions

Navigate to Settings -> Management -> Account Groups. Select the Positions tab and select the "New Group Position" button.


 
Input the name and description of the position, and then select the Save button.

 
You will now see the position listed. You can add more positions, or you can edit this position, from here.

Editing Positions

Selecting the Edit Icon on the position allows you to update the name and description. If the position is not in use, then you can also inactivate or delete it. Select the Save button after making changes.

Creating More Positions

Repeat the process for each position you need. You can create unlimited positions.

Group Types

Group Types enable your groups to be organized. You can create as many types as you need.

Creating Types

Navigate to Settings -> Management -> Account Groups. Select the Types tab and select the "New Group Type" button.

 
Input the name and description of the type, and then select the Save button.

Adding Positions to the Group Type

After saving your group, you will now see the Positions section. Select a position, then select the Add button.

 
Continue to add positions to the group type. You can re-order the positions, and you can delete positions.

Editing Group Types

Return to the Types tab. You will see a list Group Types. 


Selecting the Edit icon allows you to update the name, description, and positions. If the type is not in use, then you can also inactivate or delete it. Select the Save button after making changes.

Creating More Types

Repeat the process for each type you need.

 
Here, I made a complex type of group with several positions.

SKU: COKB

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