Create a Title or Title Folder

Titles, or degrees, are attributes that label and identify users so that other people in the system have a better understanding of who they are. These Titles are created and maintained by your organization and, once created, can be assigned to any General, Capture, Offline, Setup, or Inactive users.

Titles can be grouped under Title Folders for organizational purposes. These groupings will be represented in the Title drop-down when filtering a List of users or adding a Title to a user's profile.

"Title" is the default name of this user attribute. Your organization may have given this attribute a different name.

Who can create a new Title or Title Folder?

Anyone with the "Global User Administrator" permission can create Titles and Title Folders.

People with other Administrator permissions may be able to access the Titles Administration page, but will not be able to make changes to it.

Create a new Title or Title Folder

To create a new Title or Title Folder, navigate to the Titles administration page, then:

To create a Title Folder or a single Title, click Add at the top of the list of Titles.

The Titles admin page with an arrow pointing to the Add button

- To create a new Title Folder, click Create Folder in the resulting drop-down menu and the Create Title Folder window will open.
  
  To create a new Title, click Create Title in the resulting drop-down menu and the Create Title window will open.

Pro Tip: To create a new Title and have it automatically nested under an existing Title Folder, first click the Title Folder in the list of Titles so that it's highlighted in blue, then click Add, and then click Create Title.

To create multiple Titles at once, click Actions at the top of the list of Titles.

The Titles admin page with an arrow pointing to the Actions button

- Click Multiple Attribute Builder in the resulting drop-down menu and the Build Multiple Attributes window will open.
  - Count: Enter the number of Titles you'd like to create.
  - Click Save.
  - The specified number of Titles will be created, each given a number (1-"Count") as its name. Edit each Title to fill out its information as necessary.

Create a Title Folder

In the Create Title Folder window:

Name (required): The name will be used to identify this Title Folder.
Description: Enter an optional description in this field. The description will appear when hovering over the Title Folder's name in the list of Titles.
Icon: Click one of the listed icons to select it and the icon's code will automatically appear in the "Icon Code" field, or follow the link under the "Icon Code" field, select the icon you want to use, and copy and paste its icon code into the Icon Code field.

This icon will appear next to the Title Folder when editing or creating a user or filtering a list of users.
- Color: Expand this drop-down to select the color that should be used for the Title Folder's icon. Click Save on the drop-down to confirm your selection.
  
  If this Title Folder doesn't have an icon configured, this option will have no effect.
Click Save.

Create a Title

In the Create Title window:

Name (required): The name will be used to identify this Title.
Description: Enter an optional description in this field. The description will appear when hovering over the Title's name in the list of Titles.
Icon: Click one of the listed icons to select it and the icon's code will automatically appear in the "Icon Code" field, or follow the link under the "Icon Code" field, select the icon you want to use, and copy and paste its icon code into the Icon Code field.

This icon will appear next to the Title when editing or creating a user or filtering a list of users.
- Color: Expand this drop-down to select the color that should be used for the Title's icon. Click Save on the drop-down to confirm your selection.
  
  If this Title doesn't have an icon configured, this option will have no effect.
Click Save.