How to edit a user's assigned location, department, and position

You can assign any staff member to a location, department, and/or position within your organizational hierarchy. If you haven't already, you must first set up the different levels of your hierarchy by going to Admin > Org Hierarchy. From there, you will be able to create your list of locations, departments, and position titles.

To edit an existing user's assigned location, department, or position:

  1. Go to Admin > Accounts.
  2. Under the Manage Accounts tab, find the user account you want to edit and click on its edit () icon in the Actions column.

Clicking the edit icon for an account

  1. Under the Manage Account tab for the user's account:
    1. Use the Position dropdown to select the appropriate position title for the user.
    2. Use the Department dropdown to change the user's assigned department.
    3. Use the Location dropdown to select the user's assigned location.
  2. Click the Save button at the bottom of the page.

 The position, department, and location fields

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