Job titles in workspace settings

Job titles describe what a person does, such as Designer or Senior Developer. You create them once in Settings, assign them to members, and use them as the roles on rate cards for project finance.

At a glance

What it is	A list of job title names for your workspace
Where to find it	Avatar > Settings > Workspace Setup > Job Titles
Who can use it	Owners and Admins
Plan	Not plan-gated in the Settings menu

How do I create a job title?

1. Click Create Job Title.
2. Type the Name. It is required, and blank names are rejected.
3. Click Create.

The list has one Name column, a Search by name box and sortable names.

How do I rename or delete one?

1. Hover the row and click the edit icon to rename it in the Update Job Title drawer, then click Update.
2. To remove it, click the delete icon and confirm Are you sure? with Yes.

Deleting a job title has side effects

Members who held the title are left with no job title. Every rate card role that used the title is deleted too, including roles on project rate cards, so those rates disappear from finance calculations. Check rate cards first.

Where do I assign a job title?

Open Team Members, choose Edit member on a person and use the optional Job Title field. The title then shows under their name in the list. The invite form has no job title field, so assign it after they join. See managing team members.

Best practices

• Create one title per billable role, not per person, because rates attach to titles.
• Add titles before you build rate cards, since a rate card can only pick from existing titles.
• Think before deleting, because it removes the title’s rates from every rate card and blanks it on members.

Related guides

• Rate cards
• Managing team members
• Departments and practices
• What is project finance
• Workspace settings overview