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System Titles ✔

Understand and edit System Titles in Greenius, the role-based labels that identify equipment operators and system managers with access levels.

Written by Kaitlin Lane

Overview

System Titles are display labels only. They do not grant or limit permissions. A manager's access is determined by the permission level assigned to them, even if a System Manager Title field is left blank.

For more detail on manager permission levels, see System Managers.


Access & Change System Titles

In Greenius, navigate to Settings > Company Settings > System Titles
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Edit Training Checklist Titles

Enter the label you want to appear next to each checklist role, such as Checklist Supervisor/Crew Leader, Admin Associate, or Courses Assigned By. Use generic role labels like Supervisor, Crew Leader, or Instructor when more than one person may complete these checklists.

📖 The Training Checklist Titles are equipment-related titles that appear on completed Training Checklists after a supervisor reviews equipment use with an employee and confirms they know how to operate that piece of equipment.

💡If you have more than one person doing these checklists, use a generic title here (e.g., Supervisor/Crew Leader), so one supervisor is not signing under another supervisor's name.

Checklist example labeled below:

  • Checklist Supervisor/Crew Leader = Green

  • Admin Associate = Blue

  • Courses Assigned By = Orange

  • Employee = Pink
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Edit System Manager Titles: These are the Admin Titles. Type your employees' names next to each Admin role:

Level

Role Access

Examples

Top Admin Role

FULL Access to Greenius System

Owners and operators

Second Level

Full access to this region ONLY

Regional Manager

Third Level

Full access to this branch ONLY

Branch Manager

Fourth Level

Limited access. This level can only view employees assigned to them. Cannot view billing or edit accounts, etc.)

Crew Manager, Supervisors, Crew Leaders, Foremen (positions that lead in the field)

When you are finished, click Save Changes

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