User and Contact Positions

Learn how to add and manage Positions in AroFlo

Updated on September 25th, 2023

Set up a list of positions that can be assigned to users and client/supplier/contractor contacts to help easily identify their roles.

  1. Go to Site Admin > Settings.
  2. Enter 'Positions' into the search box.
  3. Click Positions.
  4. Click Add Position.

    For multiple entries, keep clicking Add Position to create the number of fields you require.

     
  5. Enter the name of the position into the blank field.
  6. Save.