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Job Titles

This page is where you manage your organization's job title list. Job titles are used for user assignments, workflow rules, and reporting across the platform.

Job Titles

Managing Your Job Title List​

From this page, you can:

  • View all configured job titles
  • Add new job titles
  • Remove job titles you no longer need

How Job Titles Are Used​

Job titles are referenced in several areas of the platform:

  • You can assign job titles to users for role identification
  • Workflow rules and routing logic can reference job titles
  • Reports and analytics can be filtered by job title
  • Permissions and visibility settings can be scoped to specific job titles
  • Role relationships and reporting structures can be defined through job titles

Saving Changes​

Important: After adding or removing job titles, click Save Changes to commit your updates. Changes are not automatically saved and will be lost if you navigate away without saving.

Best Practices​

When managing job titles:

  • Use standardized, professional naming conventions
  • Consider how job title changes might affect existing user assignments
  • Review workflow configurations that reference specific job titles
  • Align job titles with your organization's formal role structure
  • Coordinate job title changes with HR and management teams

Initial Synchronization​

Your job title data is imported from Entra ID during setup. Keep in mind:

  • This is a one-time import, not an ongoing sync
  • After the initial import, you manage the list manually
  • Future changes in Entra ID will not automatically update this list