How to add or edit designations?

How to add/create Designation?

In the “Settings” → Select the “Users & Designation” → click on the “Designations” tab

Step 1: When you click on the “Designations” tab, the list will be displayed below in a tabular format comprising the Name, Description, and the Date the designation has been created.

Step 2: To add a new designation, locate and click the "Add Designation" button located at the top right corner of the page.

Step 3: A popup window will appear, prompting you to fill in the required fields: Name and Description for the new designation. After entering the necessary information, click the "Submit" button.

Step 4: Once submitted, the designation list will automatically update to include the newly added designation, displaying Name, Description, and the date it was created.

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How 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.

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