Position Tree
Position Tree
Every organization needs an Org chart to facilitate working relationships among people. The org chart in Insight:Center is called the Position Tree. Its primary use is to support who has access to which persons data within i:c for management screens and reporting.
The Account Team and Client role have access to all data, so anyone in this role is not required to have a position on the position tree. All other roles are required to have a position.
Position
A position is a place holder on the position tree used to hold the payroll billing type, the call form store assignments, and the person assigned to a Team. In previous versions of i:c the type and assignments were attached to a person, but this caused issues when a person was terminated because the "position" still needed to exist and be filled. The position keeps these things intact for a new person to be slotted into the position once hired and added to the Team.
About the Position Tree
There are two sides to the position tree screen:
Left side has admin forms to update the tree
![]()
Right side has the visualization of the position tree
![]()
A position has three pieces of information. Below are the definition and the part names from the example below:
![]()
-
Position Name – The position name identifies the node on the position tree to the user. It must be unique for the Team.
- Field Operations Manager – North East
- Adams, MA
-
Position Type Name – This is the payroll billing type for the position. The choices are static and are chosen from a drop-down menu.
- Full Time Field Supervisor
- Part Time DSR
-
Person – The name of the person on the Team assigned to this position.
When a person is added to a Team two pieces of information are added
during the add process which affect their experience in i:c:
-
Role – what functionality do I have access to in i:c
-
Position – what information do I have access to on the Team