You will need 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.
Adding a position to a group
Open the group, click the Positions tab, and click + Add Position.
In the Add Position window, fill in the position details. The widow opens with a few core fields visible; click more fields to reveal the rest.
Name - the position's display name. Required.
Active? - toggle to control whether the position is currently active and accepting members.
Revealed by more fields.
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. Required.
Sign Up Form - the form a person fills out when applying for the position. Defaults to Generic Position Sign Up.
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.
Assigning 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.
Editing a member's position from the group
Open the Groups module, choose the group, and click the Members tab. Find the member whose positions you want to change, click the 3-dots menu at the start of their row, and choose Edit.
The Edit Group Member window opens on the General tab. Then Check or uncheck to change the person's position.
Click Save when you're done.
Editing a member's position from their person profile
Open the person's profile and click the Involvement tab. Find the group you want to edit, then click the 3-dots menu on that group's row and choose Edit. The same Edit Group Member dialog opens, so you can change positions, toggle Admin?, or update dates exactly as described above.
