Dashboard > Team > Users
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to Assign Titles, users will need Manage permissions for Users
In order to Edit Titles, users will need Edit permissions for Users
Titles allow you to assign specific roles or designations to users within your team. This helps to distinguish responsibilities and access levels within your organization. You can assign and edit Titles for individually to users or in bulk.
Important Tip: In order to be assigned to Projects, users must first be assigned a Title
Assigning/Editing Titles Individually
Under the Users tab of the Team module, select the user whose Title you wish to assign or edit to open their profile
With their profile window open select the Titles tab
Click on each of the Titles you wish to assign to your user (Note: multiple titles can be assigned to users)
Click "Save" to save your changes
To make Edits to individuals, follow the steps above and simply add or remove any Titles by clicking on them. Remember to hit "Save" to save your changes!
Bulk Assigning Titles
Once again, in the User tab of the Team module, select the users to whom you wish to assign/edit titles by clicking on the boxes beside their names.
Once you have selected the desired users, locate the "Actions" drop-down menu at the top of the user list. Click on the drop-down menu to reveal a list of available actions.
From the "Actions" drop-down menu, choose the option labeled "Assign Title." This action will open a new window or prompt where you can specify and assign titles to the selected users.
Bulk Editing Titles
Follow steps 1 & 2 above
Under the Actions dropdown, select "Bulk Edit"
From your list of available edit items, check the "Title" box
Click inside the Titles field to bring up the list of Titles to choose from
Click on the Title you wish to assign to selected users
Hit "Save" to save your edits
Learn how to create & manage Titles based on your organization's requirements