Designations
Use this function to categorize users.
In the main window, click Admin > Organizational Details > Designations. The Designations Window displays.
New Designation
To create a new designation:
| 1. | From the Select Actions drop-down list, choose New Designation. The New Designation window displays. |
| 2. | Enter a Name and Description. The Name field is required. |
| 3. | Click Add. |
Edit Designation
To edit an existing designation:
| 1. | Click a record in the list. The Details tab displays. |
| 2. | Modify the Name and/or Description. |
| 3. | View, add, or modify any of the following: |
| 4. | When all selections/entries are made, click Save. |
Delete Designation
To delete an existing designation:
| 1. | Highlight the designation to delete. The Details tab displays. |
| 2. | FFrom the Select Actions drop-down list, choose Delete. If a confirmation message is displayed, type Delete and then click Delete. |
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