Assign a User to a Position
Once you have created a position and linked Workflows to it, you can assign users to that position from their profile. A user can hold multiple positions at the same time - simply select all the positions that apply.
Let's assign a position
- Navigate to the Users menu and click into the profile of the user you want to update. Click the Profile tab, then click the Change button next to Positions.
- Use the search field to find and select one or more positions. Positions the user does not currently hold are highlighted in blue and labelled NEW so you can clearly see what is being added.
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If you want to immediately start the Workflows attached to any newly added positions, check Start these workflows for newly added users. The modal will show you exactly which Workflows will be triggered for each new position before you confirm.
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Click Change to save.
Note: Removing a position will not cancel any Workflows that are already in progress for that user.
What happens next?
- Any Workflows linked to a newly added position will be assigned to the user immediately (if you selected that option).
- Workflows linked to positions that were removed are not affected - they continue as normal until completed or cancelled.
- If a position has a scheduled repeat configured, the user will automatically receive that Workflow again when it is next due.