How can I give one member of a Shared Role a different title?

 

 

Q:   How can I give one member of a Shared Role a different title? 

A:   By default, everyone has the same Role Title in a Shared role type. If you wish for certain members of the shared role to have a different title, edit the Role and change the title.

 

  1. Open the org chart that contains the shared role you wish to edit.
  2. Hover your mouse over the shared role box and click the 3 dots (Role Actions).

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                                            A popup menu appears.

  

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     3. Select Edit Role.  

 

                                              The Edit Role screen appears.

 

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  4. Click the +Plus sign to expand the dialogue box.

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                   a. In the Customize Title for Gabrielle field, type the new title.

                   b. Click the Save button.    

   

                                                   Gabrielle has a different role title.

 

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   5. For more information about Shared roles see, Creating A Shared Role.

 

 Having trouble? Contact us at support@organimi.com or ask us about our concierge service.

 
 
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