How do I assign/add a user to a Title?
Assign users to Titles so they receive workflow emails or appear in the list of inspectors when scheduling inspections.
Titles in GovPilot serve two key purposes:
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Email Notifications – Titles control which users receive email alerts in a module’s workflow. For example, users assigned to the “Health Concerns” title will receive an email when a relevant concern is submitted and routed to that department.
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Inspector Scheduling – Titles also determine which users appear in the list of inspectors when scheduling inspections. For example, in the Construction module, if a user schedules an Electrical inspection, only users assigned to the “Electrical Inspection” title will be available for selection.
Assigning users to the right Titles ensures they are included in the correct communication loops and scheduling tools.
Steps to assign users to a title
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From the Home Page, click the gear icon in the top right to go to Account Settings.
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In the left-hand menu, click User Role Management, then select the Title Management tab.
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Use the search bar to locate the title you want to update.
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Click Assign next to the title in the Actions column.
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In the pop-up window:
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Use the search bar to find a user by name or email address.
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Click on the user to assign them to the title. Assigned users will appear in green under the description.
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Click Save to confirm your changes.
Additional Resources:
- Certification: System Admin
- Course: Title Management
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