# Position

A seat in the organization that remains when its holder changes.

Source table: Positions in Core Record Types. A Position is a seat with a title that survives a change of occupant.

## Rules and relationships

Place the seat in exactly one unit: Business Unit (Organization), (Department) or (Team). Set the occupant through [Membership](/systems/core/membership).Position Held; Held By is the inverse link. Reports To (Position) and Direct Reports (Position) model reporting between seats; Membership reporting relates people in context. Held By - OLD is legacy text; its description still says it links the old Memberships table.

## Lifecycle and checks

Lifecycle Status is Draft, Active, On Hold, Archived or Superseded. No formula checks that exactly one unit is set.

## Source fields

Names, types, options and links are those configured in Core Record Types. The meaning is the first line of each field description in Airtable. Options describe configuration; they do not prove a rule is enforced elsewhere.

### Recorded values

| Field | Type | Meaning | Options, link or calculation |
| --- | --- | --- | --- |
| Name | Text | Stores the title of this seat as the company uses it. | Entered value. |
| Lifecycle Status | Single select | Stores where this seat stands in its life. | Draft, Active, On Hold, Archived, Superseded |
| Held By - OLD | Text | Links every membership in the Memberships - old table that holds this seat. | Entered value. |

### Links

| Field | Type | Meaning | Options, link or calculation |
| --- | --- | --- | --- |
| Held By | Linked records | Links every membership that holds this seat. | → [Membership](/systems/core/membership) · several records |
| Business Unit (Organization) | Linked records | Links the company this seat sits in, when it sits directly under the company. | → [Organization](/systems/core/organization) · several records |
| Reports To (Position) | Linked records | Links the seat this seat answers to. | → [Position](/systems/core/position) · several records |
| Direct Reports (Position) | Linked records | Links the seats that answer to this seat. | → [Position](/systems/core/position) · several records |
| Business Unit (Department) | Linked records | Links the department this seat sits in, when it sits inside a department. | → [Department](/systems/core/department) · several records |
| Business Unit (Team) | Linked records | Links the team this seat sits in, when it sits inside a team. | → [Team](/systems/core/team) · several records |
| Tags | Linked records | Links optional labels from the shared Core Tags catalog. | → [Tag](/systems/core/tag) · several records |

## Example (fictitious)

Example Roofing LLC has a "Sales Representative" seat under its Sales department. When Sam Example leaves and Jordan Example takes over, the Position stays; only the Membership links change.

## Use by other systems

Sync direction and the source view are confirmed only where the note says so; see [Architecture and ownership](/systems/core/architecture).

| System | Local table | Note |
| --- | --- | --- |
| KPIs & OKRs | [Position (mirror)](/systems/kpis-okrs/entity-position-mirror) | — |
| CRM | [bds:position](/systems/crm/entity-position) | — |

[Correct shared records](/systems/core/maintain-shared-records) · [All entities](/systems/core/entities)