Discarding a Position in your BalancedComp system can happen by following a couple of easy steps.
Archiving a Position
- Click on Positions in the main nav.
- Click on Active in the subnav.
- Find the Position you wish to archive.
- Click on the gear icon to the far right in the line of the chosen Position.
- From the menu that appears, click Archive.
- Follow the resulting prompts to archive the Position.
Deleting a Position
A position must be archived before it can be deleted.
- Click on Positions in the main nav.
- Click on Archived in the sub nav.
- Locate the Position you wish to delete.
- Click on the gear icon to the far right in the line of the chosen Position.
- From the menu that appears, click on Delete.
- Follow the resulting prompts to delete the Position.
Please note deleting a position cannot be undone.