Client Company Positions and Teams

Overview

Client Company Positions let you establish titled roles at the Client Company level and assign one or more team members to each role. Positions can be created individually on a Client Company, or they can be generated automatically by applying a Team — a reusable position template defined at the tenant level.


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.

Adding Positions Manually

Positions can be created directly on a Client Company without using a Team.

  1. Navigate to Client Companies and select the desired company
  2. In the Positions section, select Add Position  

  1. Enter a title (e.g., Account Manager, Billing Contact, Operations Lead)
  2. Optionally add a description
  3. Choose one or more employees to assign
  4. Click Add Position

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

Assignment Rules

  • A position may be assigned to one or multiple users
  • All assigned users must belong to your organization
  • There are no minimum or maximum assignment requirements

Managing Positions

Positions appear in the Positions summary on the Client Company page, with assigned users listed beneath each title. Positions applied from a Team are marked with an indicator showing their source Team. You can:

  • Edit the title, description, or employee assignments of any position
  • Add new positions at any time
  • Reorder positions
  • Remove positions individually

Teams

Teams are position templates you define once and apply to multiple Client Companies. When a Team is applied to a Client Company, its positions are copied to that company automatically. If you later update a Team, those changes propagate to every Client Company using it — keeping your position structures consistent without manual updates.

Creating a Team

  1. Navigate to Settings > Teams
  2. Select New Team
  3. Enter a name and optional description for the Team
  4. Add one or more positions to the Team, including a title, optional description, and any employee assignments
  5. Click Create Team

Editing a Team

Changes made to a Team will propagate to all Client Companies where the Team has been applied. Positions that have been manually edited on a Client Company will not be overwritten — only positions that remain unchanged from the original template are updated.

Applying a Team to a Client Company

  1. Navigate to Client Companies and select the desired company
  2. In the Positions section, choose one or more teams to apply.
  3. Click on Apply.

  1. The Team's positions will be added to the Client Company.  You will see an indicator next to each position to signify that it was added via a team.

You can apply multiple Teams to a single Client Company, and Teams can be combined with individually created positions.

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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