How to add or edit designations?
Note: Before adding a user creating designations is important, as it is mandatory information while adding/creating a user. Click here to know more about how to add/create designations?
Step 1: Click on the Add User button on the top right side of the screen.
Step 2: A drawer from the left side will appear, asking to fill in the employee's basic details like First Name, Last Name, Email, Date of Birth, Date of Joining, Phone, Gender, Role, Designation, and Team.
Note: The (*) marked fields are mandatory to fill.
Note: Under the team dropdown, you will see “Default” as the primary team. Either you can add the user to the “Default” team or you can later move the user to a custom created team, click here to know how to add teams?
Step 3: After filling in the details, click the submit button to add a user to the respective team.
After clicking the submit button, the list will be updated with the added users representing the user’s Name, Email, Team, Role, and Status.
To edit Designation
For every designation, there is an “Action” button to edit the designation details.
By clicking on it, a popup window will appear comprising the editable fields.
After you have set Users and Designations, you should move on to the “Teams” section in the “Settings” to assign employees to their respective teams.
Read "How to add an employee to a team or change an employee's team?"
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