The update process of Designation is as follows:
Navigation: Menu > Settings > Designations App > Listview > Select the Designation > Edit (Pencil Icon)
If user wants to update the already existing Designations details, user needs to click on ‘Edit’ option at the top right corner and fill in the required details.
Edit Designation
| Field name | Description |
| Designation | By default the system shows name of the designation assigned; if user wants to change it, enter the new name of the designation |
| Code | By default the system shows the short name of the designation; if user wants to change it, enter the short name of the designation |
| Department | By default the system shows the department name of the corresponding designation; if user wants to change it, select the department name from the list |
| Roles | The system automatically shows the roles assigned to the designation; if user wants to change it, select the role(s) from the list to assign |
| Apply Type | By default the system shows the role apply type of the designation; if user wants to change it, select whether the role is applied as internal, external or all from the options |
| Description | User can comment or write short notes about the designation |
Apply the required changes and click on Save.
Updates in Details Portlet
The process to Create a Role is as follows
Navigation: Menu > Settings > Designations App > Listview > Select the Designation > Overview Portlet > Connected Roles Widget > Create (+)
User can click on “+” button in Connected Roles Widget to add a new role & it shows the labels of Create Roles. Fill the required fields & click on Save.
Create Role
| Field name | Description |
| Role Name | Enter the name of the Role |
| Internal Role | Select the Internal role from the drop-down list |
| Select Theme | User can select the required background theme, layout design and a background image |
| Description | User can comment or enter short notes about the role |