Titles (New Web) - Revision history

Ashley DeBon at 07:23, 23 July 2026

2026-07-23T07:23:08Z

Ashley DeBon at 07:23, 23 July 2026

2026-07-23T07:23:00Z

Ashley DeBon: /* Upload or change a Title icon */

2026-07-22T13:35:25Z

‎Upload or change a Title icon

Ashley DeBon at 13:33, 22 July 2026

2026-07-22T13:33:44Z

Ashley DeBon: /* Upload or change a Title icon */

2026-07-22T13:31:29Z

‎Upload or change a Title icon

Ashley DeBon: /* Delete a Title */

2026-07-22T13:24:36Z

‎Delete a Title

Ashley DeBon: /* Edit a Title */

2026-07-22T13:24:14Z

‎Edit a Title

Ashley DeBon: /* Add a Title */

2026-07-22T13:23:51Z

‎Add a Title

Ashley DeBon at 13:23, 22 July 2026

2026-07-22T13:23:19Z

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Titles = Titles = Use Titles to manage job titles for your company (for example Sales, Owner, Rep, or Other). Titles help..."

2026-07-22T13:22:31Z

Created page with "Path: Callproof Support - New Website - Titles = Titles = Use Titles to manage job titles for your company (for example Sales, Owner, Rep, or Other). Titles help..."

New page

Path: [[Callproof Support]] - [[New Website]] - [[Titles]]

= Titles =

Use Titles to manage job titles for your company (for example Sales, Owner, Rep, or Other).
Titles help organize reps in the Company Directory and can control which '''Custom Account Menu''' and '''Places Category List''' a title uses.
[[File:TitlesList.png|300px|thumb|Titles]]

'''Navigation:''' '''Settings Icon Hover''' → '''Settings & Customization''' → '''Titles'''

From Titles you can also:

* Add a new title
* Edit a title’s name and linked menus
* Upload a title icon
* Delete a title (managers)
<div style="clear:both;"></div>

== How to open Titles ==

=== Option A — From the main menu ===

# Sign in to CallProof.
# In the left sidebar menu, open the menu item for '''Titles''' (label may vary by company setup).
# The '''Titles''' list opens.

=== Option B — Open Titles directly ===

# Open your web browser.
# Go to your CallProof website and add <code>/titles/</code> at the end of the address (for example: <code>https://appv2.callproof.com/titles/</code>).
# Press '''Enter'''.
# The Titles list appears.

=== Option C — From Quick Links ===

# On the Titles page, click '''Quick Links'''.
# Choose a related item such as '''Company Directory''', '''Import Reps''', '''Export Reps''', or '''Invite Reps''' when you need to continue user/rep work.

== Permissions ==

* You must be '''signed in''' to open Titles.
* Signed-in users can view the list, add titles, edit titles, and upload icons (based on company access).
* Only '''managers''' can '''delete''' a title.
* Company menu permissions control whether Titles appears in your sidebar.

== What you see on the screen ==

=== Header ===

* Title: '''Titles'''
* '''Add Title''' button
* '''Quick Links''' menu:
** Company Directory
** Import Reps
** Export Reps
** Export Reps History Details
** Invite Reps
** Rep Stats HTML

=== Table columns ===

* '''Icon''' — image for the title
* '''Name''' — title name
* '''Custom Account Menu''' — linked menu list, or '''Default'''
* '''Places Category List''' — linked places categories, or '''Default'''
* '''Actions''' — Edit and Delete

=== Messages you may see ===

* Add Title / Edit Title pop-ups
* Success or error messages after save, upload, or delete
* “No titles found” when the list is empty
* Permission message if a non-manager tries to delete

== Field guide ==

=== Name ===

* The job title label (for example: Sales, Manager, Owner).
* Required.
* Use letters, spaces, and hyphens.
* Maximum length is 32 characters after cleaning.
* Other characters are removed when the name is saved.

=== Title Icon ===

* Optional picture shown with the title.
* Supported formats: '''JPG''' and '''PNG'''.
* Image can be any size, but should look proportional.
* Upload by drag-and-drop or Choose File, then click '''Update'''.

=== Custom Account Menu List ===

* Chooses which custom account menu set is linked to this title.
* Select '''Default''' or one of your company’s custom account menus.
* When you change this and save, reps who already use this title are updated to the new menu list.

=== Places Category List ===

* Chooses which places category list is linked to this title.
* Select '''Default''' or one of your company’s places category lists.
* When you change this and save, reps who already use this title are updated to the new places list.

== Add a Title ==
<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:AddTitle.png|300px|thumb|Click the Add Title (plus) icon]]
| [[File:AddTitleView.png|300px|thumb|Add Title]]
|}

</div>

# Open '''Titles'''.
# Click '''Add Title'''.
# Enter a '''Name'''.
# Click '''Save''' (or the submit action in the popup).
# If the name is blank or invalid, fix it and try again.
# After a successful save, the '''Edit Title''' window opens so you can add an icon and menu settings.
# Complete any optional settings, then close or update.
# The new title appears in the list.
<div style="clear:both;"></div>

== Edit a Title ==
<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:EditTitle.png|300px|thumb|Click the Edit Title (pencil) icon]]
| [[File:EditTitleView.png|300px|thumb|Edit Title]]
|}

# Open '''Titles'''.
# Click the '''Edit''' (pencil) icon for the title.
# (Optional) Upload or change the '''Title Icon''' (JPG or PNG), then click '''Update'''.
# Update the '''Name''' if needed.
# Choose a '''Custom Account Menu List''' (or Default).
# Choose a '''Places Category List''' (or Default).
# Click '''Update'''.
# The list refreshes with your changes.
<div style="clear:both;"></div>

== Upload or change a Title icon ==
[[File:UploadTitle.png|250px|thumb|right|Upload Title Icon]]

# Open '''Titles'''.
# Click '''Edit''' for the title.
# In '''Title Icon''', drag and drop a file or choose a JPG/PNG file.
# Click '''Update'''.
# If no file is selected, you will be asked to choose a file first.
# The list refreshes and shows the new icon.

== Delete a Title ==
[[File:DeleteTitle.png|250px|thumb|right|Delete Title]]

# Confirm you are a '''manager'''.
# Open '''Titles'''.
# Click the '''trash''' (Delete) icon for the title.
# Confirm the delete when asked.
# The title is removed from the list.
# If you are not a manager, deletion is blocked.

== Where Titles are used ==

After you create titles, your company uses them in daily work:

# In '''Company Directory''', reps can be assigned a Title.
# Title icons can appear next to reps in directory lists.
# A title’s '''Custom Account Menu''' can control which account menu options those reps see.
# A title’s '''Places Category List''' can control which place categories those reps use.
# Changing a title’s menu or places list updates reps who already have that title.

== Tips and important notes ==

* Keep title names short and clear (Sales, Rep, Owner, and so on).
* Name characters are limited to letters, spaces, and hyphens.
* Icon uploads support '''JPG''' and '''PNG''' only (not SVG on this screen).
* '''Default''' for menus/places means the company default, not a blank value.
* Changing Custom Account Menu or Places Category List can update many reps at once—review before saving.
* Only managers can delete titles.
* Quick Links on this page focus on user/rep tools (directory, import, export, invite).

== Need help? ==

* Cannot delete a title: confirm you are a '''manager'''
* Icon upload fails: use JPG or PNG and try again
* Menu or places list missing: create those lists first in their setup screens, then return here
* Other issues: email [mailto:support@callproof.com support@callproof.com]

← Older revision		Revision as of 07:23, 23 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [[Settings_Menu]]- [[Titles (New Web)]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Settings_Menu]] - [[Titles (New Web)]]

	= Titles =		= Titles =

← Older revision		Revision as of 07:23, 23 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[New Website]] - [[Titles (New Web)]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Settings_Menu]]- [[Titles (New Web)]]

	= Titles =		= Titles =

@@ Line 153: / Line 153: @@
 == Delete a Title ==
-[[File:NewDeleteTitle.png|250px|thumb|right|Delete Title]]
+[[File:NewDeleteTitle.png|300px|thumb|right|Delete Title]]
 # Confirm you are a '''manager'''.

← Older revision		Revision as of 13:23, 22 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[New Website]] - [[Titles]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Titles (New Web)]]

	= Titles =		= Titles =

@@ Line 142: / Line 142: @@
 == Upload or change a Title icon ==
-[[File:UploadTitle.png|250px|thumb|right|Upload Title Icon]]
+[[File:UploadTitle.png|300px|thumb|right|Upload Title Icon]]
 # Open '''Titles'''.

@@ Line 150: / Line 150: @@
 # If no file is selected, you will be asked to choose a file first.
 # The list refreshes and shows the new icon.
 == Delete a Title ==

@@ Line 152: / Line 152: @@
 == Delete a Title ==
-[[File:DeleteTitle.png|250px|thumb|right|Delete Title]]
+[[File:NewDeleteTitle.png|250px|thumb|right|Delete Title]]
 # Confirm you are a '''manager'''.
@@ Line 160: / Line 160: @@
 # The title is removed from the list.
 # If you are not a manager, deletion is blocked.
 == Where Titles are used ==

@@ Line 126: / Line 126: @@
 {| style="border:0;"
-| [[File:EditTitle.png|300px|thumb|Click the Edit Title (pencil) icon]]
+| [[File:NewEditTitle.png|300px|thumb|Click the Edit Title (pencil) icon]]
-| [[File:EditTitleView.png|300px|thumb|Edit Title]]
+| [[File:NewEditTitleView.png|300px|thumb|Edit Title]]
 |}
 # Open '''Titles'''.

@@ Line 106: / Line 106: @@
 {| style="border:0;"
-| [[File:AddTitle.png|300px|thumb|Click the Add Title (plus) icon]]
+| [[File:NewAddTitle.png|300px|thumb|Click the Add Title (plus) icon]]
-| [[File:AddTitleView.png|300px|thumb|Add Title]]
+| [[File:NewAddTitleView.png|300px|thumb|Add Title]]
 |}