How to view and also add users to existing designations?

How to view and also add users to existing designations?

View designations

  • In the Admin Panel, under Users & Profiles menu, click and open Designation.
view-designation
  • This will list all the available designations in your organization.   

Add users to designations

There are 2 ways to add users under a designation— from the Designation and Users Menu.

Designations menu

  • Under the Designation menu, hover over the designation you want to add users to, and click on the Users button.  This will list all users under the designation. 
  • Click on Add new from the top right corner.
  • Select the users you want to add and hit the Add button.  
 

Users menu

  • Under the Users menu, click on a user to view their profile. 
  • Click the Edit icon.
  • In the Designation field, assign the designation for the user and click Save.

  1. The changes will be reflected in Cliq. 

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