User Titles
Requires. User Titles.
User titles are the labels you use to describe what role each user holds — "Sales Rep", "District Manager", "Install Tech — Senior", "CFO". Titles are purely informational. They don't drive permissions (that's Permissions) or payroll calculation (that's Payroll Admin). They're labels for HR purposes and reporting.
Where a title shows up once you assign it: on the user's own record, as a column and filter on the Employee Directory, as a report filter, and — if your company uses it — on each person's card in the Organizational Hierarchy tree.
Getting here
Administration → User Titles.
Titles used to live inside the Organizational Hierarchy area. They no longer do: a title is an attribute of a user, not a position in a reporting tree, so the catalog stands on its own and is available whether or not your company uses the hierarchy.
The Titles list
| Column | What it shows |
|---|---|
| ID | The title's identifier. |
| Name | The title. Click to edit. |
| Description | Optional longer description. |
| Active | Whether the title can still be assigned. |
Click New User Title to create one.
Title form
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Name | Yes | Text | 1–100 characters | |
| Description | No | Text | — | Optional longer description. |
| Active | No | Checkbox | — | Defaults to on. Turn it off to retire a title without deleting it. |
To put a title on someone, open their record from Users, go to the Edit sub-tab, and pick the title there.
Non-obvious behaviors
- A title in use can't be deleted. If users are still assigned to it, deletion is blocked — deactivate it instead, which retires it from the picker without disturbing the people who already hold it.
- Titles vs. permission groups vs. payroll roles. Three independent concepts, all attached to users:
- Title = informational label ("District Manager").
- Permission group = what they can do ("Manager" group granting specific permissions).
- Payroll role = how they earn ("District Manager Override" role).
- Use all three together for a complete picture.
- The Title column hides itself when you have no titles. The Employee Directory drops the column and its filter until at least one title exists, so the list isn't padded with an empty column.
Related
- Users — individual user records; titles are assigned on the Edit sub-tab.
- Permissions — what users can do, separate from what their title says.
- Payroll Admin Overview — how users earn, separate from titles.
- Organizational Hierarchy — the legacy reporting tree that titles used to live under.