How to create a position? Role setup
With the Teamatix sign-up, you have preset the basic positions: General manager, Front office manager, Housekeeping manager, Chief engineer, housemaid, receptionist, etc.
If you need to create an additional position,
- Press “+” in the list of preset positions in the Staff / Positions & Roles section
- Type in the new position name.
The position renaming is available by typing in the new name instead of the previous one.
To appoint roles to the position, mark necessary checkboxes with the permissions. The chosen permissions apply to all future users in this position.
important
If the position roles are changed after their appointment to the user, the update can’t be applied to the users having this current position. Therefore we recommend setting up positions first and then moving to the users’ creation.
You can delete the position. If there were users in this position, they will have a blank position field and assigned roles as they had before the position was deleted.
Positions creation and editing are available in the web-based App only.
