Moving groups works the same way for both teams and summaries. This can be done via the menu or using drag and drop.
Move with drag'n'drop
-
Navigate to Organisation > Manage organisation via the main menu.
-
Locate the group in the organisational structure by searching at the top or clicking through the structure.
-
-
Expand the structure so the group’s new intended location is visible.
-
Click and drag the group to its new location, then drop it in place.
Look for the drag-and-drop icon.
Move via the menu
-
Navigate to Organisation > Manage organisation via the main menu.
-
Locate the group in the structure using the search bar or by clicking through the hierarchy.
-
-
Hover over the group you want to move – three dots (• • •) will appear to the right.
-
Click the three dots and select Move group.
-
-
Find the new location by searching or clicking through the structure.
-
Select the target summary and click Move.
-
Note: If a group is moved during an ongoing survey, its results will be reported under its new location in the organisation.
Teams can be placed anywhere, but a summary can never be placed under a team, since the team is the lowest hierarchical level in the structure.