You have a choice of 2 methods when re-assigning someone to a different role in your org chart.
Drag and drop the member from the Roster to their new role.
- Click the Roster icon to display your organization's roster.
2. Hover the mouse over the member you wish to move and wait to see a four-headed arrow.
3. Click the four-headed arrow and drag it to the new position.
Remove the member from their current role
Create a new role and assign the member to that role OR assign the member to a vacant role
- To remove the member from their current role, hover the mouse over their role box.
2. Click the Role actions button.
A pop-up menu appears.
3. Select Edit Role.
The Edit Role screen appears.