Create a position 🧑🍳👨🏾💼👷♀️
Positions in Canyou are a way of grouping Workflows for users by their role in the organisation. When we create a position we can assign Workflows that are specific to that group of users.
A basic example of this would be at a restaurant. We could create 2 positions, Chef and Waiter. We can assign common Workflows to both positions and then other Workflows that are specific to the position.
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Chef 👩🍳
- Workflows for payroll
- Workflows for food safety
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Waiter 🤵
- Workflows for payroll
- Workflows for responsible service of alcohol
This is a basic example but can become a very powerful tool for managing processes within an organisation.
A user can hold multiple positions at the same time. For example, a team member who is both a Chef and a Shift Supervisor can be assigned to both positions and will receive all the relevant Workflows for each.
Let's create a position
- Navigate to the position menu and click the Create button.
- Give the position a name in this example we use Chef. Then click on the position.
- Click the Assign button. This is where we assign the Workflows.
- Select the payroll Workflow that we created previously, then click Submit.
- Great work 🙌. We can now see the Workflow has been assigned to the position. Now any new users that are chefs will have to complete this Workflow. The next step is assigning a position to a user.
