Job Titles & Departments

Accurate job titles and departments are one of the simplest ways to improve the quality and usefulness of data in Intelogos. This guide explains why they matter, how they affect what you see across the platform, and how to set them up for your team.

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Why Job Titles and Departments Matter

Job titles and departments are not just labels — they power filtering, grouping, and ranking across several core areas of Intelogos.

Dashboard Filtering

The Dashboard header includes a Filters button that lets you narrow data by department. When departments are properly assigned, you can instantly filter all KPIs, tool usage, engagement, and time categories to see how a specific department is performing — rather than looking at organization-wide averages that may hide important differences.

Leaders Table Comparisons

The Leaders section on the Dashboard has a Departments tab that shows aggregated performance for each department. This lets you compare how Engineering stacks up against Design, Sales against Marketing, and so on. Without departments assigned, this tab has no meaningful data to display.

Profile KPI Rankings

On a user's Profile page, each KPI card includes a badge in the top-right corner. Clicking this badge cycles through three views:

1. Department rank — where this person ranks within their department
2. Company rank — where they rank across the entire organization
3. Percentage change vs. the previous period

Department rank only works when users have a department assigned. It gives managers a quick way to understand how an individual is performing relative to their peers in similar roles.

Team Page Grouping

The Team page allows grouping users by Department, Manager, or Job Title. This makes it easy to spot trends and outliers within specific groups. Proper job titles and departments make these groupings meaningful.

Rating Customization

In Settings → Rating, you can customize how the Overall Rating is calculated. Two of the three available strategies are:

• Custom based on the department — adjust KPI weights per department
• Custom based on the job title — adjust KPI weights per job title

These strategies only work when job titles and departments are filled in for your users.

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How Job Titles and Departments Get Set

There are two paths for how job titles and departments are initially assigned:

Desktop Agent Users (Self-Service)

When a user receives an invitation, creates their account, and installs the desktop agent, they may be prompted to enter their job title and department during the onboarding flow. This gives users a chance to set it themselves right away.

However, users may skip this step, enter something inaccurate, or use inconsistent naming (e.g., "Dev" vs. "Developer" vs. "Software Engineer"). For this reason, admins should review and standardize job titles and departments after onboarding.

Background Agent Users (Admin-Managed)

Users tracked via background agents may not have accounts at all — the agent is deployed to a device by an admin. In this case, job title and department must be set by the admin directly, either during setup or afterward.

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How to Adjust Job Titles and Departments

Admins can update job titles and departments from two places: the User Management page and the Background Agents page.

From User Management

Location: User Management in the left sidebar (https://team.intelogos.com/user-management)

One at a time:

1. Find the user in the table. You can use the Job title or Department filters in the filter bar, or search by name.
2. Click anywhere on the user's row to open the Manage User drawer.
3. Go to the Company tab.
4. Update the Job title (text input with autocomplete suggestions) and/or Department (searchable dropdown).
5. Click Save to apply changes.

You can also hover over the Job title or Department cell in the table — a pencil icon appears. Click it to jump directly to the Company tab in the drawer.

Note: The Job title and Department columns are hidden by default in the User Management table. To show them, click the View Options button (columns icon) in the page header and enable these columns.

Using Bulk Edit:

1. Click the Bulk Edit button (pencil icon) in the page header to enter bulk edit mode.
2. Use the checkboxes to select multiple users. Use the header checkbox to select all users on the current page.
3. Click the Bulk edit button that appears in the bar below the table.
4. In the bulk edit drawer, go to the Company tab.
5. Set the Job title and/or Department — these values will apply to all selected users.
6. Click Apply Changes and confirm.

This is useful when onboarding a new department or standardizing titles across a team.

From Background Agents

Location: Background Agents in the left sidebar under Tools (https://team.intelogos.com/backgroundagents)

One at a time:

1. Find the agent in the table.
2. Click the three-dot menu (Actions) on the agent's row and select Edit user.
3. In the drawer that opens, go to the Company tab.
4. Update Job title (text input with autocomplete) and Department (searchable dropdown).
5. Click Save changes.

Note: If an agent is linked to a user who has account access, the fields in the Personal information tab will be disabled. In that case, update the user's details from the User Management page instead.

Using Bulk Edit:

1. Click the Bulk Edit button (pencil icon) in the page header.
2. Select multiple agents using the checkboxes.
3. Click Bulk edit in the floating bar that appears below the table.
4. Go to the Company tab and set the desired Job title and Department.
5. Click Apply Changes and confirm.

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Best Practices

• Standardize naming early. Decide on consistent department names (e.g., "Engineering" not "Eng" or "Dev Team") and job titles before onboarding your team. This prevents fragmented data.
• Review after onboarding. Even if users set their own titles during desktop agent setup, review and adjust them in User Management to ensure consistency.
• Use bulk edit for large teams. When adding a whole department, select all relevant users and assign the department in one action.
• Keep departments meaningful. Avoid creating too many small departments. Group users in a way that makes comparisons on the Dashboard useful.
• Update when roles change. If someone moves teams or gets promoted, update their job title and department so that historical comparisons remain accurate going forward.