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Knowledge Based Article

How to Setup Designation(s) in the company?

In this section, the Designation of the user is created. This helps to differentiate the user as per their designation. To create new designation follow the below given steps.

For an instructional demonstration video click here.

1. Go to Full Menu > Configuration > Company Setup > Designation
2. Click the 'Add' icon.
3. Fill in the required information.

4. Click ‘Save’ to create it.

To edit: Click on the Designation in listing and make the required changes.
To delete: 'Tick' mark the Designation in listing and remove it by clicking on 'Delete' icon.
To enable and disable Designation: In 'status' column, click on the 'Cross' icon to enable or 'Check' icon to disable the Designation.
To search the Designation: Type the name of the Designation in the search bar and click on 'Search' icon.