Modify a User's Title
From the Title History page you can Edit a User's Title.
This article covers how to Edit a User's Title History page.
- From the Icon Bar click Setup
.
- From the Navigation Menu click Organization.
- From the available options select Users.
- 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.
- From the General sub-tab of the User Settings page, click the Title ellipsis button.
- Upon the User's Title History page displaying, click Edit
.
Note:
- Only the last associated Title in Title History page may be edited or deleted.
- Deletion of a User’s current Title is not allowed when the next-to-be current Title is already suspended.
- No date gaps or overlaps are allowed between User Titles.
- 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. You can choose a future effective date for further details refer to
- Upon clicking the Edit button inline editing will be enabled.
- Choose a Title from the available list of Titles.
- Click the Date button and select a date.
- Click Save.
- Click the Close
button to exit the dialog box.