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Moving a Rep

Written by Sukhmanjeet Kaur

Updated at August 1st, 2025

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Table of Contents

Important

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.

 
  1. After you log in to Aviso AI, from the left menu bar, open the Admin screen.
  2. Under Hierarchy Management, select Move Reps.

    Move Rep page appears and Select Reps is selected by default.
  3. 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.
  4.  Click Move Under arrow.
  5.  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.
  6. Click Next.
  7. Click Move.


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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