Skip to main content

Change the title of a position you already placed on your Org Chart

Learn how to modify titles on your org chart

Updated over a year ago

πŸ’‘ Follow these steps even if you have not moved the position onto the Org Chart

If you initially configured the position titled "Marketing Manager" and placed it on your Org Chart, you'd see that role on Page 4 of the data inputs looking something like this:

Now let's say we wanted to change the title to "Digital Marketing Manager" (we need to add the word Digital).

To do that:

  1. From the βš™οΈ Settings menu on the top-right of your application screen, select Manage Org Chart:


    ​
    ​

  2. Then, locate the list of Position Titles on the left side of the screen, and identify the one you want to change
    ​


    ​
    ​

  3. Hover your mouse cursor over the title you want to change, click the ✏️ pencil icon to make the title editable, modify the text as you like, then click the checkmark to save
    ​


    ​

  4. Done! You should now see the revised title when you hover over that position in your Org Chart:
    ​


    ​
    ​
    and on the data input screens:
    ​


    ​
    ​


    ​

Did this answer your question?