🏢 Understanding Professions in Atobi

Efficiently organizing your team is crucial for seamless operations. Atobi introduces Professions, a hierarchical system designed to categorize roles within your organization, ensuring tailored content delivery and effective audience structuring.

Let's delve into how Professions work and why they're essential for your business! 🚀

🧐 What Are Professions in Atobi?

In Atobi, Professions represent the various roles within your organization, structured hierarchically to facilitate content organization and audience management. This hierarchy ensures that information reaches the right individuals based on their specific roles.

Each profession is also linked to a General Type 🧩 - used to determine which dashboards and widgets appear on the Home screen for members in that role.

Default Profession Hierarchy 🏷️

Atobi provides a predefined hierarchy of professions:

Region manager
Country manager
Area manager
Store manager
Full time employee
Part time employee

Note: While you can rename each profession to suit your organization's terminology, the hierarchical structure itself is fixed and cannot be altered.

🔧 Accessing Professions

Log in to your Atobi Admin Panel account.
Go to ➡️ Professions.

⚠️ Note: Only users with Owner permissions can access and manage Professions in the Admin Panel.

✏️ Customizing Default Profession Names

You can rename the default professions to match your organization’s internal terminology. To do this:

Go to Admin ➡️ Professions.
Click on the profession you want to rename.

Edit the Name to your preferred term.
Click Update to apply the change.

Note: Renaming a profession does not affect its position within the hierarchy.

➕ Creating New Professions

If the default list doesn’t cover all your organizational needs, you can easily create additional professions.

To create a new profession:

Go to Admin ➡️ Professions.
Click Create new in the top right.
Fill out the required fields:
- 🏷️ Name – The name visible throughout the platform and in members profiles (e.g. “Visual Merchandiser”).
- 🔤 Slug – A short internal identifier. This can be anything (e.g. “VM” or "VI"), and won’t affect how the profession functions.
- 🧩 General type – Choose the general category this role falls under (e.g. Full-time, Country manager, etc.).

💡 The General type helps Atobi understand the role behind a custom profession. It’s based on the default options (like Store manager or Part-time) and ensures the right dashboards and widgets appear for members in that role — no matter the custom name.

Click Create to save the new profession.

You can now assign it to members like any other role!✅

👥 Viewing Assigned Members

To see which members are assigned to a specific profession:

In the Professions page, click on any listed role.

A list of members assigned to that profession will appear, giving you a clear overview of role distribution within your organization.

🌟 Why Are Professions Important in Atobi?

Implementing Professions within Atobi offers several key benefits:

🎯 1. Targeted Content Delivery

By categorizing members into specific professions, you can tailor content and communications to relevant groups, ensuring that information is both pertinent and engaging.

Example: Announcements about store operations can be directed specifically to Store Managers, ensuring they receive information relevant to their responsibilities.

🗂️ 2. Streamlined Audience Structuring

Professions enable efficient audience creation for various initiatives, such as training programs or policy updates, by allowing you to select specific roles within the organization.

Best Practice: When creating an Audience for a new product launch, you can include Sales Associates across all locations to ensure consistent training.

🧩 3. Enhanced Organizational Clarity

A clear hierarchy of professions provides insight into the organizational structure, facilitating better planning, reporting, and decision-making processes.

Example: Understanding the distribution of Full-time and Part-time Employees can assist in resource allocation and scheduling.

🧑‍💼 4. Improved Member Management

Assigning professions to members simplifies administrative tasks, such as onboarding, role-specific training, and performance evaluations, by clearly defining each member's role.

Best Practice: Regularly updating member professions ensures that your organizational data remains accurate and useful for strategic planning.

By effectively utilizing Professions in Atobi, you can enhance communication, streamline operations, and foster a more organized and efficient work environment. Embrace this feature to ensure your team members receive the information and support they need, tailored to their specific roles! 🌟