Associate a Title with a User

From the Title History page you can associate a Title to a User.

This article covers how to associate a new Title to a User.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Organization.
3. From the available options select Users.
4. Upon the Users list page displaying, click the name of the User you wish to edit, to access the User Edit page.

   Tip: You may wish to narrow your Users list so that you retrieve just the right amount of information you need. To do so you can perform a search. Select a search criterion from the list of available search criteria and then enter a corresponding value in the Search box. Click the Search icon to narrow down the Users list. For more information on the contains-in logic search click here.

5. From the General sub-tab of the User Settings page, click the Title ellipsis button.
6. Upon the User's Title History page displaying, click New.
7. Upon clicking the New button a new Line will be added to the list with inline editing enabled.
   1. Choose a Title from the available list of Titles.
   2. Click the Date button and select a date.
   3. Click Save.

      

      Note:

      • A newly created user will have a default associated title 'From' user’s hire date 'To' Open Ended and when associating a new Title to a user, Dates are set by default 'From'= Today's date and 'To' = Open ended.
      • No date gaps or overlaps are allowed between User Titles.
8. Click Back to return to the previous page.