How do I move a role from one org chart to another?

You can move a role from one org chart to another in three easy steps.

  1. While in the Structure section of your Way We Do manual, click the menu icon (the one that looks like three dots) on the role that you would like to move.01._Click_the_menu_icon.png
  2. Click "Move to..." in the menu.02._Click_Move_To.png
  3. The available org charts will appear in a pop up box. Click the title of the org chart that you would like to move the role to.03._Select_the_org_chart.png

NOTE: The role will be automatically placed in the lowest position of the selected org chart. You can then drag and drop the role into your desired location.

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