Create and Edit Titles

To create or edit a job title:

Static Campaigns

1. Access Admin in the top-left menu, click the Workforce tab, and then the Job Titles tile.



This presents a filter search screen listing all configured teams in your deployment.

2. To create a job title, click the button.

This presents the Add Job Title dialogue box.



3. Enter a Code for the team.
4. Enter a Name.
5. Select a Category. The default categories are:
• Account Executive
• Bill Poster
• Chartist
• System
• Undefined
6. Click Save changes.

This closes the Add Job Title dialogue box and presents the Basic Info screen for this title.

7. To add titles to users, close this window.
8. Click Workforce, then Users.

This presents the filter search window.

9. Locate the needed user record and open it.
10. Click the button to make the record editable.
11. Add the title to the user record's Basic Info screen.