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Mitratech Success Center

Add, Edit, Remove a Job Title

Job Titles

This article outlines how to create, edit, and remove a Job Title for a user.

Add Job Title

  • Begin by going to the Users tab under the Admin module
  • Click on Job Titles

2018-01-31_ClientSuccessPortal_JobTitle_1.png

  • Click on New
  • Enter the Job Title Name and Review Frequency (optional)
  • Click Save

2018-01-31_ClientSuccessPortal_JobTitle_2.png

Edit Job Title

  • Click on Job Titles
  • Click on the Cog Wheel of the Job Title
  • Click Edit

2018-01-31_ClientSuccessPortal_JobTitle_3.png

  • Enter the Job Title Name and Review Frequency (optional)
  • Click Save

Remove Job Title

  • Click on Job Titles
  • Click on the Cog Wheel of the Job Title
  • Click Delete

2018-01-31_ClientSuccessPortal_JobTitle_4.png

Assign Job Title to User

  • Go back to the Users tab of the Admin module
  • Click on the Cog Wheel of a User
  • Click Edit

2018-01-31_ClientSuccessPortal_JobTitle_5.png

  • By Job Title, select the necessary Job Title (NOTE you can add multiple job titles by clicking on the green plus sign)
  • Click Save when finished

2018-01-31_ClientSuccessPortal_JobTitle_6.png

Video Demo

See link below for video demo:

Job Titles

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