Table of Contents
You can move a rep from one node to another within the Aviso platform by performing the following steps:
Important
Any node can have a single parent node at any point in time. You can't add a node to two different parent nodes.
- After you log in to Aviso AI, from the left menu bar, open the Admin screen.
- Under Hierarchy Management, select Move Reps.
Move Rep page appears and Select Reps is selected by default. - Perform any of the following actions to select the Rep you want to move.
- In the Search box, search and enter the Rep.
- View the node diagram and select the Rep.
A breadcrumb appears below the search box and shows the selected Rep with hierarchy.
- Click Move Under arrow.
- Perform any of the following actions to select a node or a Rep under which you want to move the Rep you selected in the last step.
- In the Search box, search and enter the Rep.
- View the node diagram and select the Rep.
A breadcrumb appears below the search box and shows the selected Rep or node with hierarchy.
There is a grey box below the node diagram that also shows both the breadcrumbs.
- Click Next.
- Click Move.