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Job Titles

The Job Titles page provides a centralized interface for managing your organization's job title structure. This master list of job titles serves as the foundation for user assignments and workflow configurations throughout the system.

Job Titles

Managing Your Job Title List​

From this page, you can:

  • View all job titles currently configured in your system
  • Add new job titles to reflect organizational changes or new roles
  • Remove job titles that are no longer needed
  • Maintain an accurate job title structure for your organization

How Job Titles Are Used​

Job titles play a key role throughout the platform:

  • User Assignment: Assign specific job titles to users for role identification
  • Workflow Integration: Utilize job titles in workflow rules and routing logic
  • Reporting and Analytics: Filter and organize data by job title
  • Access Control: Job title-based permissions and visibility settings
  • Organizational Hierarchy: Define role relationships and reporting structures

Saving Changes​

Important: After making any modifications to your job title list—whether adding new titles or removing existing ones—you must click the Save Changes button 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 initially imported from Entra ID during setup. Please note:

  • This is a one-time import, not an ongoing synchronization
  • Job titles are fetched from Entra ID when first configured
  • After the initial import, you can manually add or remove job titles as needed
  • Future changes in Entra ID will not automatically update this list