Positions

Positions are the roles in your team — Manager, Cook, Cashier, and so on. They connect staff members to the checklists and shifts meant for their role.

What's on the page

A list of positions with two columns:

• Position name
• Description

Each row has an edit (pencil) and delete (trash) button. On mobile, the list appears as cards. Columns can be shown or hidden, and your choice is remembered.

Adding a position

1. Open Settings → Positions.
2. Click Add.
3. Enter the Position name (required), e.g. "Cook".
4. Optionally add a Description — a free-text note about what the role covers.
5. Click Save.

Editing a position

1. Click the pencil icon on the position's row.
2. Change the name or description.
3. Click Save.

Reordering positions

Drag a position by its handle to change its place in the list. The order is saved automatically.

Deleting a position

1. Click the trash icon on the position's row.
2. Confirm in the Delete this record? dialog.

How positions are used

• Staff — each staff member is assigned a position on the Staff page.
• Checklist targeting — a checklist template can be tied to a position, so it reaches the right people (for example, an opening checklist for cooks only). See Checklists.
• Shift planning — shifts can specify a position, which helps you see who should cover what.

TIP

Keep positions broad (a handful of clear roles) rather than one per person — checklists and shifts are easier to manage that way. At least one position is required to complete onboarding.