Positions to fill

A position to fill describes a need before you know who will fill it: for example, three welcome agents for a trade show. Expected headcount and assigned people remain separate.

You need permission to manage event composition. Prepare the participating teams and their functions.

Prepare a requirement

1. Open Settings → Staffing needs.
2. Select Add a position to fill.
3. Choose the Team and Expected function.
4. Enter the Number of people, for example 3.
5. Choose a Proposed access role if assigned members need permissions, or keep No suggested permission.
6. Select Save.

Create a missing function in the team profile. Do not substitute a permissions role for a function: they have different effects.

Assign people

Use Assign people… on the position row, then Save. The counter compares assigned people with expected headcount. Participants with and without accounts count equally; an external contact still receives no application access.

For example, 2 / 3 means one vacancy remains. Review composition in Directory and signed-in members’ access in Participants.

Change a requirement

Adjust headcount or assignments, then save. When removing an assignment, review the affected functions and permissions before confirming. Removing an assignment is different from erasing the person’s history.