PerfectApps ® Help Guide

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Navigation: Account Setup and Administration > Administering Users, User-Groups and Positions

Creating a Position

The Position detail area allows you to assign a single user to a named position, as shown in the steps below. Positions are placeholders for specific user accounts configured across the entire organization.

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To create a new position:

1.Go to the Settings Dashboard.

2.Select Account Settings in the tree, then Users > Users.

3.Click the New button and choose Position.

4.Enter the name and add a description for the position.

5.Select the Active checkbox to make the position available for assigning tasks, roles, etc., in the workflow to the position.

6.Click Select. Browse for and assign a user to the position.

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If you do not see a user you want to assign to this position, you should create one. See Creating a New User.

7.Click Apply Changes.

8.You can now assign tasks, roles or notifications in the workflow to this position.

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Only one user can be assigned to a position. A user may be assigned to multiple positions. If that user leaves the organization or changes functions, you must update the position to reflect the change. When the user assigned to a position is changed, historical notifications sent to that position will be displayed in the newly assigned user's Dashboard and not in the previous user's Dashboard.

Creating Positions & User-Groups

(3 min)

Learn how to create Positions & User-Groups within your PerfectApps account.