Assign Brand

Overview

This playbook covers how to assign a Brand to a Position in Leadline, whether you are creating a new Position, updating a single existing Position, or updating multiple Positions at once.

→ See 132 - Brands for full product knowledge on Brands, including which Brands are available to assign.

→ See 125 - User-Permissions for the permissions required to create and edit Positions.

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How Do You Assign a Brand to a Position?

There are three ways to assign a Brand. Choose the method based on whether the Position is new or existing, and how many Positions you are updating.

Method 1: When Creating a Position

Best for: Assigning a Brand to a single new Position as part of the creation process.

1. Follow the steps in 401 - Create-Position to open the Create Position modal.
2. Use the Brand dropdown to select the Brand you want to assign.
3. Continue following the steps in 401 - Create-Position to finish creating the Position.

Method 2: From the Position Details Page

Best for: Updating the Brand on a single existing Position, especially when you are already editing its other details.

1. Click Positions in the Global Navigation.
2. Click the Position you want to update.
3. Click Edit Position.
4. On the Position Details tab, use the Brand dropdown to select the Brand you want to assign.

→ See 407 - Publish-Draft-Changes for instructions on publishing this change, or 408 - Discard-Draft-Changes to discard it.

Method 3: From the Positions Page (Bulk Action)

Best for: Updating the Brand on multiple Positions at once.

1. Click Positions in the Global Navigation.
2. Select the checkbox next to each Position you want to update.
3. Click Update Brand in the bulk actions bar.

Note: Depending on the width of your browser window, Update Brand may be under the More dropdown.

4. In the modal, use the Brand dropdown to select the Brand you want to assign.
5. Click Save.
6. In the confirmation field, enter the number of Positions you are updating to confirm.

Note: Depending on the number of Positions being updated, allow a few minutes for the changes to take effect.

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Related Topics

132 - Brands — Full product knowledge on Brands and how they are assigned to Positions
111 - Positions — Learn about Positions and how Brand assignment affects them
401 - Create-Position — Instructions for creating a Position in Leadline from start to finish
125 - User-Permissions — Learn about permissions required to create and edit Positions
2304 - Enable-Brand — Instructions for re-enabling a Brand that was previously disabled
407 - Publish-Draft-Changes — Instructions for publishing draft changes to a Position