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.     

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

 

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              The Edit Role screen appears.

 

4.  Click Change.

 

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                   The Reports to screen appears.

 

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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.

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7.  Click Cancel to discard the changes.

8.  Click the  SAVE  mceclip3.png button to accept the changes.

 

 

 

Having trouble? Contact us at support@organimi.com or ask us about our concierge service.

 

 
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