Moving Roles By Changing The Manager

You can quickly move a role by changing the Manager of that role.

1.  Open the Chart and determine which role you wish to move.

2.  Click the Role actions button.     

 

3.  From the pop-up menu, select Edit Role.

   The Edit Role screen appears.

4.  Click Change.

     The Reports to screen appears.

5.  Type the first few letters of the name of the person to whom you wish to attach the role.

  The full name appears.

6.  Click the name.

       A confirmation message appears.

7.  Click Cancel to discard the changes.

8.  Click the  SAVE   button to accept the changes.

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