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 add Titles, users will need Create permissions for Settings
This section allows for the customization of roles and titles within the company's structure.
What is the purpose of Title?
Role Definition: It allows admins or project managers to define various roles. For example, you might have roles like Project Manager, Supervisor, etc. Each role will help you set permissions when using SiteMax.
Permission Allocation: It helps allocate specific permissions to each defined role. These permissions dictate what actions a user with a particular role can perform within the software. For instance, a Project Manager might have full access to all project data and settings, while a Supervisor might have limited access to certain sections.
Accountability and Transparency: Clearly defined roles and permissions promote accountability. It's easy to track who did what within the software, which is valuable for auditing purposes and resolving any disputes or issues.
How do I add a Title?
Navigate to Company Settings
Head over to the company-level dashboard.
Click on 'Company Settings.'
Access Titles Tab
Within the 'List Tabs,' locate and click on the 'Titles' tab.
Adding a New Title
In the 'Titles' tab, hit the "+ Add New Title" button.
Input Title Details
Fill in the required information, including the "Title Name," "Icon Characters," and choose a suitable color.
Save Your Changes
Don't forget to click the 'Save' button to seal the deal
Where Can Titles Be Used?
You can assign them to users within your company.
Navigating to User Profiles
Head to the Dashboard.
Click on 'Team' and go to the 'Users' tab.
Assigning Titles
Within each user profile, you'll find a 'Title' tab.
Select the appropriate titles for each user.
Note: You may select multiple titles for each user.