Organize the List of Titles

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.

Who can organize the list of Titles?

Anyone with the "Global User Administrator" permission can organize the list of Titles.

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

How can the list of Titles be organized?

Titles can be nested under Title Folders and arranged relative to each other. Title Folders cannot be nested under each other, but they can also be placed in a preferred order.

This organization will be represented in the Title drop-down when filtering a List of users or adding a Title to a user's profile.

The list of Titles can be:

• Manually moved into the correct order, or
• Automatically alphabetized.

Manually move Titles and Title Folders

To move a Title or Title Folder, navigate to the Titles administration page. Next, locate the Title or Title Folder you want to move, then click and hold its name and drag and drop it into its new position. A dashed line will appear in its new position before you release it.

Dropping a Title directly onto a Title Folder will nest it under that Title Folder.

Automatically alphabetize Titles and Title Folders

To quickly alphabetize the list of Titles, navigate to the Titles administration page, then:

• Click Actions at the top of the list of Titles.

• Click Alphabetize in the resulting drop-down menu and the Alphabetize window will open.
  • Click the All Folders and Values radio button if all Titles and Title Folders should be alphabetized or click the Just Values within Folders radio button if only Titles nested under Title Folders should be alphabetized.
  • Click Alphabetize.