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Titles

To get to this page, navigate to the Admin page by clicking   on the left sidebar menu, look under the Users heading, and click "Titles." The admin page is only accessible by administrators; only Global User Administrators can perform the functions detailed on this support page. 

 

What is a Title?

A Title is like a degree, as opposed to a Position which is more like a job function.

For example, if you work in the healthcare industry, your organization might need Titles such as MD, Pharm. D., RN, or CRNA.

 

How do I create a new Title?

If you want to create a new Title and have it automatically placed in a Folder:




  1. Click on the Folder name so that it is highlighted blue.

  2. Click  in the top right corner.

 

If you want to create a new Title and not have it automatically placed in a Folder:

Click  in the top right corner.

 

In the resulting window:



  • Enter the name of the Title

  • (**Optional**) Add a description. This description will appear when you hover over the Title when editing or creating a user. This is helpful if you want other User Administrators to understand to what exactly the Title refers before they add it to someone's profile.

  • (**Optional**) Choose an icon (follow the given instructions to find an appropriate icon). This icon will appear next to the Title when editing or creating a user or filtering a list of users. It's helpful for when people are quickly skimming a long list of Titles.

  • (**Required only if you chose an icon**) Pick a color for the selected icon.

  • Click  to create the Title.

 

Pro Tip: If, after you create a Title, you want to move it in or out of a Folder or reorder the list, you can do so by clicking the Title on the list and dragging it to its new position.

 

How do I edit a Title?

  • Hover over the Title you want to edit so that it is highlighted blue.




  • Click  to the right of the Title.

 

In the resulting window, edit the Title's information as detailed above.
 

 

How do I delete a Title?

  • Hover over the Title you want to delete so that it is highlighted blue.




  • Click  to the right of the Title.

  • Click  in the resulting window to confirm your action. The deleted Title will be removed from all users. This action cannot be undone.

 

What is a Folder?

Folders are used to categorize your organization’s Titles. This makes it easier to find the Title you're looking for when editing or creating a user.

 

How do I create a new Title Folder?

Click  in the top right corner.



In the resulting window:


 

  • Enter the name of the Folder.

  • (**Optional**) Add a description. This description will appear when you hover over the Folder when editing or creating a user. This is helpful if you want other User Administrators to understand to what exactly the Folder refers.

  • (**Optional**) Choose an icon (follow the given instructions to find an appropriate icon). This icon will appear next to the Folder when editing or creating a user or filtering a list of users. It's helpful for when people are quickly skimming a long list of Titles.

  • (**Required only if you chose an icon**) Pick a color for the selected icon.

  • Click  to create the Folder.

 

 

How do I edit a Title Folder?

  • Hover over it in the list of Titles so that it is highlighted blue.




  • Click  to the right of the Folder.

 

In the resulting window, edit the Folder's information as detailed above.

 

How do I delete a Title Folder?

  • Make sure that the folder is emptied of all Titles and Folders. If it does hold Titles or Folders, you will need to move or delete them before proceeding.

  • Hover over it in the list of Titles so that it is highlighted blue.




  • Click  to the right of the Folder.

  • Click  in the resulting window to confirm your action. This action cannot be undone.

 

How can the Title list be organized?

Titles can be nested in Folders. Titles can also be arranged in your preferred order relative to each other, as can Folders. The order that you set on the Titles page will be reflected on user filters and when editing or creating users. 

To move a Title or Folder:




  • Click it so that it is highlighted in dark blue.

  • Drag it across the list to your desired destination which will be highlighted in a lighter blue.

 

In the above example, the "Pharm.D." Title is being placed in the "Doctors" Folder.


To alphabetize the list of Titles:

  • Click  in the top right corner.

  • Click This action cannot be undone.

 

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