Client Company Positions

Client Company Positions allow you to define titles at the Client Company level and assign one or more users from your company to each position.

This helps you clearly identify who fills specific roles for each client company.

What Are Client Company Positions?

A Client Company Position is:

  • A title created at the Client Company level
  • Visible on the Client Company page
  • Assigned to one or multiple users within your tenant

You can create as many positions as needed and assign as few or as many users to each position as needed.

How to Create a Client Company Position

  1. Navigate to Client Companies
  2. Click into the desired Client Company
  3. Locate the Positions section.  Click on Add Position.

  1. Fill in a Title (for example: Account Manager, Billing Contact, Operations Lead)
  2. Optional: Enter a description for this title.
  3. Select one or more employees to assign to this position.

  1. Click Save.

Assigning Users to a Position

When creating or editing a position:

  • You can assign one user
  • Or assign multiple users
  • All assigned users must belong to your tenant

There is no minimum or maximum number of users required.

How Positions Are Displayed

Once saved:

  • The position appears in the Positions summary on the Client Company page
  • All assigned users are displayed under that title

Editing or Adding More Positions

You can:

  • Edit an existing position to change the title
  • Add or remove assigned users
  • Create additional positions at any time

There is no limit to how many positions can be added to a Client Company.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.

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