How Do I Update a User’s Title or Their Function Name?

Learn how to update a team member’s Title or Function Name.

 

  1. Navigate to the Team View or Scorecards page

  2. Select the Function to Edit:
    Click on the Function you want to update.

  3. Open the Edit Menu:
    In the upper right corner, click More and choose Edit Function from the drop-down menu.

  4. Make Your Updates:
    Adjust the Title and/or Function Name as needed.

  5. Save Your Changes:
    Click Save in the bottom right corner to apply the updates.

Your changes will now be reflected in the system.