Roles can be changed to to suit your agency's preference. Please do NOT rename the role of Champion. This is helpful for Procentive support staff.
Rename a Role
- Go to the Staff Module.
- Double click on a staff line (where it is not a blue link).
- The Change Staff window will open.
- Click on the Role Tab.
- Click on the Edit Roles link.
- The Roles window will open.
- Highlight the role on the left you want to rename.
- Enter the new name in the name field.
- Click Change Role.
- You will notice the name of the role changed (in the list to the left).
- Close the window.
- In order for staff to see these changes, they will need to log off of Procentive and log back in again.