Creating and Editing Titles

Job titles associated with users can be created and edited.

To create or edit a job title:

  1. In Broadsign Ayuda, log into Admin.
  2. Select Workforce.
  3. Click Job Titles.
  4. This presents a filter search screen listing all configured teams in your deployment.

  5. To create a job title, click the Button---Plus.png button.
  6. This presents the Add Job Title dialogue box.

  7. Enter a Code for the team.
  8. Enter a Name.
  9. Select a category. The default categories are:
    • Bill Poster
    • Chartist
    • Sales Rep
    • System
    • Undefined
  10. Click Save changes.
  11. This closes the Add Job Title dialogue box and presents the Basic Info screen for this title.

  12. To add titles to users, close this window.
  13. Click Workforce, then Users.
  14. This presents a filter search window.

  15. Locate the needed user record and open it.
  16. Click the button to make the record editable.
  17. Add the title to the user record's Basic Info screen.

See Also: