Titles (New Web)

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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.

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)

How to open Titles

Option A — From the main menu

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

Option B — Open Titles directly

1. Open your web browser.
2. Go to your CallProof website and add /titles/ at the end of the address (for example: https://appv2.callproof.com/titles/).
3. Press Enter.
4. The Titles list appears.

Option C — From Quick Links

1. On the Titles page, click Quick Links.
2. 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

Click the Add Title (plus) icon

Add Title

1. Open Titles.
2. Click Add Title.
3. Enter a Name.
4. Click Save (or the submit action in the popup).
5. If the name is blank or invalid, fix it and try again.
6. After a successful save, the Edit Title window opens so you can add an icon and menu settings.
7. Complete any optional settings, then close or update.
8. The new title appears in the list.

Edit a Title

Click the Edit Title (pencil) icon

Edit Title

1. Open Titles.
2. Click the Edit (pencil) icon for the title.
3. (Optional) Upload or change the Title Icon (JPG or PNG), then click Update.
4. Update the Name if needed.
5. Choose a Custom Account Menu List (or Default).
6. Choose a Places Category List (or Default).
7. Click Update.
8. The list refreshes with your changes.

Upload or change a Title icon

Upload Title Icon

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

Delete a Title

Delete Title

1. Confirm you are a manager.
2. Open Titles.
3. Click the trash (Delete) icon for the title.
4. Confirm the delete when asked.
5. The title is removed from the list.
6. If you are not a manager, deletion is blocked.

Where Titles are used

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

1. In Company Directory, reps can be assigned a Title.
2. Title icons can appear next to reps in directory lists.
3. A title’s Custom Account Menu can control which account menu options those reps see.
4. A title’s Places Category List can control which place categories those reps use.
5. 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 support@callproof.com