Archiving and Deleting a Position

Discarding a Position in your BalancedComp system can happen by following a couple of easy steps.

Archiving a Position

  1. Click on Positions in the main nav.
  2. Click on Active in the subnav.
  3. Find the Position you wish to archive.
  4. Click on the gear icon to the far right in the line of the chosen Position.
  5. From the menu that appears, click Archive.
  6. Follow the resulting prompts to archive the Position. 

Deleting a Position

A position must be archived before it can be deleted.

  1. Click on Positions in the main nav. 
  2. Click on Archived in the sub nav.
  3. Locate the Position you wish to delete.
  4. Click on the gear icon to the far right in the line of the chosen Position. 
  5. From the menu that appears, click on Delete.
  6. Follow the resulting prompts to delete the Position.
Please note deleting a position cannot be undone.