You will need the Limited Write Groups permission to perform this action.
One Church Software lets you assign people to roles or responsibilities within a group. These are called positions. For example, on a worship team you might have positions for pianist, guitarist, or vocalist.
Add a position to a group
1. From the left-hand navigation menu, click Groups.
2. Click the group's name to open it.
3. Click the Positions tab.
4. Click + Add Position.
5. In the Add Position window, fill in the position details. The window opens with a few core fields visible; click more fields to reveal the rest.
Core fields:
Name — the position's display name. Required.
Active? — toggle to control whether the position is currently active and accepting members.
Click more fields to reveal:
Description — description shown to anyone viewing or signing up for the position.
Max Volunteers — cap on how many people can hold this position. Leave blank for unlimited.
Supervisor — search and pick a person who oversees this position.
In the Registration section:
Listed? — turn on so people outside the group can see and apply for the position.
Enrollment — controls who can join:
Anyone lets the signup go through immediately.
Approval Required queues the signup for the group admin to review.
Sign Up Form — the form a person fills out when applying for the position. Defaults to Generic Position Sign Up.
6. Click Save. Check Keep open to add another first if you plan to create several positions in a row.
Note: if you choose Approval Required for Enrollment, the group admin is notified of signups. Make sure the group has at least one admin assigned.
Assign a position when adding a member
When you add someone to a group, the Add Group Member dialog includes a Positions section with checkboxes for every position defined on that group. Check the positions to assign, then click Save.
Edit a member's position from the group
1. From the left-hand navigation menu, click Groups, then open the group.
2. Click the Members tab.
3. Find the member whose position you want to change. Click the three-dot menu (⋯) at the start of their row and choose Edit.
4. The Edit Group Member window opens on the General tab. Check or uncheck the boxes under Positions to change the person's positions.
5. Click Save.
Edit a member's position from their person profile
1. Open the person's profile from Contacts > People.
2. Click the Involvement tab.
3. Find the group you want to edit. Click the three-dot menu (⋯) on that group's row and choose Edit. The same Edit Group Member dialog opens, where you can change positions, toggle Admin?, or update dates.
4. Click Save.