Designation

Designation

Introduction

The Designation module in ROCKEYE CRM is used to define and manage job titles within the organization, such as CEO, Manager, Team Lead, Executive, etc.

It helps establish a clear organizational hierarchy by assigning roles and levels to users. Designations play a key role in defining responsibilities, reporting structure, and access control within the system.

How To Navigate

• Click on the Master icon in the top navigation bar.
• From the dropdown menu, select Designation.

How To Add Designation

Click the blue  Add Designation button on the listing page.

• Designation: Enter the full name of the job title (e.g., Chief Executive Officer (CEO), Sales Representative).
• Weightage: Assign a numerical value to represent the role's seniority or priority level. For example, a CEO might have a higher weightage than a manager.
• Nature: Select a category for the designation from the dropdown menu. The available options are:
  • None
  • Generic
  • Sensitive (Often used for high-level or confidential roles)
• Bulk Import:
  • Drag file or choose file to upload: Use this option to upload a .csv or .xlsx file containing a list of designations.
  • Import Requirements:
    • Accepted formats: .csv or .xlsx
    • Maximum file size: 100 MB
    • Maximum rows: 50,000
    • Column Titles: The first row of your file must contain column titles, and there should be no duplicate titles.

• Action Buttons:
  • Save: Commits the new designation(s) to the system.
  • Discard: Cancels the operation and closes the window without saving any changes.

Listing

The listing page provides a comprehensive table of all configured designations.

• View all available job titles and their associated attributes.
• Designation: The name of the job title (e.g., Chief Executive Officer (CEO), Marketing Manager).
• Weightage: A numerical value assigned to the designation, often used to indicate seniority or importance in workflows and approvals.
• Nature: Classifies the designation into categories like Sensitive, Generic, or None. This can be used to apply specific security or visibility rules.
• Created At / Updated At: Timestamps for when the record was created or last modified.
• Status: Indicates if the designation is currently Active or Inactive.
• Other Icons: Provide functions like refresh, delete, download, filter, and view options.