Creating and Deleting Custom Jobs

You as an Admin can set up your company’s Jobs! To do so, click Admin. Then, on the left, click Members. Finally, click Set up Organization.

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Under Jobs, you will find two categories of jobs; Organizational Jobs and Custom Jobs.

All jobs come with configurable permissions: access to reporting, assigning courses, editing users, etc.

  • Organizational Jobs are being automatically created to coincide with related Units/Above Units and cannot be edited (e.g. Head of/Assistant Head of or Unit Manager/Assistant Unit Manager).
  • Custom Jobs can be edited, added, or deleted at any time.

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Add: In order to add new Custom Jobs, just type their name into the Define Job field, and click Add. - Please note that if the editable jobs are being populated by a custom user feed, they will need to be removed from the feed directly.

Edit: If you want to edit the Custom Job you have created, click on Edit and update the job's title to your preference.

Delete: If you want to delete the Custom Job you have created, click on Delete and then verify your preference on the pop-up window.

Please note that if this job had the Assign permission and users having this job have created automated assignment rules, after you delete this job, those will stay active but will be transferred to the administrator.

It's time to set specific permissions for your editable jobs! To do so, please read also: How to define the permissions per job?

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