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Adding a Job Title

Note: You can automatically create job titles in PolicyTech™ by importing users from Active Directory® or a human resources database. See Importing and Syncing Users from Another Database for details.

To add a job title,

  1. Click PREFERENCES.
  2. Click Company Setup, and then click Job Titles.
  3. If multiple sites exist, in the site list, click the site to which you want to add a job title.
  1. Click New.
  1. Type a job title.
  2. Select the departments where you want this job title to be available.

Note: When document creators assign users to read a document, they can assign that task by job title. To select a job title, the document creator must first select a job title and then select which assigned departments to include in the task assignment.

  1. Click Save.