Edit Position Details

You can make edits to the position details within the node in the Edit mode. You can use the Org Chart Options to add or remove position details within the nodes.

An Image of a node from an Org Chart

Note: Not all fields are editable. The editable fields will be underlined and will be highlighted when you hover over them.

To edit the position details:

  1. Select the node you want to edit.
  2. Click the details you want to change.
  3. Enter the new details into the text box and press Enter.

    Edit the position details of a Node

Each time an edit is made to a field within a node, an edit icon number of field edits icon will appear in the node with the number of fields that have been edited. No matter how many changes you make to each field, it will only show the number of fields that have been edited.

You can also edit the position details by right clicking the node and selecting Edit. The edit position text box opens where you can update the details.

If you make an edit to remove an employee from a position, it will automatically appear as vacant.

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