Changing Role Names and Abbreviations

The names and abbreviations of (all) Roles are able to be changed within the platform, via the Languages tool. This allows you to update the default names and abbreviation, to better reflect that of your organisations'. Please refer to the below instructions on how to change your Role names and abbreviations.

Default Role Names and Abbreviations

The following table shows the list of (default) Role names and abbreviations, all of which are 'phrases' that can be changed via the Languages tool:

Type Phrase Description Section
Name World Manager Name of World Manager role User Groups
Name National Manager Name of National Manager role User Groups
Name Area Manager Name of Area Manager role User Groups
Name General Manager Name of General Manager role User Groups
Name Store Manager Name of Store Manager role User Groups
Name Employee Name of Employee role User Groups
Name AASN Name of AASN role User Groups
Name External Surveys Name of External Surveys role User Groups
Abbreviation WM Abbreviation for World Manager role User Groups
Abbreviation NM Abbreviation for National Manager role User Groups
Abbreviation AM Abbreviation for Area Manager role User Groups
Abbreviation GM Abbreviation for General Manager role User Groups
Abbreviation SM Abbreviation for Store Manager role User Groups
Abbreviation Emp Abbreviation for Employee role User Groups
Abbreviation ASN Abbreviation for AASN role User Groups
Abbreviation ES Abbreviation for External Surveys role User Groups

Searching for a Role Phrase

1. Go to System → Languages

2. Click on the "Search For Phrase" button

3. In the Phrase field, enter the Role 'phrase' (as per the above table)

4. In the Language field, select the language you wish to make this change in

5. Click on the Search button

Example search result for the 'WM' Role abbreviation

Tip: For more information, please refer to the Searching for a Phrase article.

Updating a Role Phrase

1. Review the search results that appear

  • Matching Phrases: This should appear exactly as the Role 'phrase' (as per the above table)
  • Found in Section: Ensure the phrase is in the 'User Groups' section (as per the above table)

2. Click on the 'edit' icon (or on the phrase)

3. Scroll through the page and locate the phrase (it will be highlighted)

  • Description [column]: Ensure the description is correct (as per the above table)

4. In the 'Translation' column text-box, replace the text with the phrase you wish to use

5. Click on the Update button

Once this is done, the updated phrase(s) will be reflected within the platform immediately.

Tip: For more information, please refer to the Updating a Phrase article.

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