You will need the Limited Write Group permission, or be an admin in the group, to define volunteer positions.
When you schedule volunteers on a service plan, the positions available on each team come from that group's Positions tab. If a team is missing a position you need, or a position needs to be renamed, open the group's Positions tab to add or edit it. Only Active positions appear when scheduling volunteers on a team in a service plan.
Edit positions from a service plan
This is the fastest path when you're already scheduling volunteers and notice a missing or mislabeled position.
1. From the service plan, click the group name at the top of the team you want to update. A side panel opens with details about the group.
2. In the side panel, click Edit Positions. You'll be taken to that group's Positions tab.
3. Add a new position, or click an existing position to rename or deactivate it. Changes that are saved would apply to future scheduling.
Edit positions from the Groups list
You can also manage positions any time, outside of a service plan.
1. Open Groups in the side menu.
2. Find and open the group you want to update.
3. Click the Positions tab to add new positions or edit the existing ones.
Tip: Deactivating a position keeps it on past service plans for reporting but removes it from new scheduling. Use this instead of deleting when a team is reorganizing its roles.


