Move roles by changing the manager.

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

In this example we are going to move the Product Manager role to the Field Marketing Manager.

1. Open the chart and determine which role you wish to move.
2. Hover your mouse over the role card.
3. Click and hold the Move Role button.           

           

       4. Drag and drop the role card onto the bottom plus button of the new Manager's role card.

            

       5. The Product Manager's role is now reporting to the Field Marketing Manager.

             

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