In the example below, we can see in the organization chart that the role "Loan Manager" hasn't been assigned yet (indicated by the white color).
- To assign someone to a role, you can either a) click on the role directly in the chart, or b) you can use the Roles tab to move down from the largest circle until you get to the circle that contains the role (in our example above, you'd click on the "Finance" circle in the Supercircle's Roles tab).
a) If you click on the role directly, you will go to the role page and see a section labeled "Filled by". Clicking on the person icon next to that will allow you to assign the role. (Only people eligible to assign the role—the Circle Lead/Lead Link, the circle's Secretary, and Admins—will see the person icon.)
b) If you click on the circle's title, you will land on the circle's page with all the roles listed. You will have to find the role to be assigned and assign it through the person icon (again, only eligible organization members will see the person icon).
- In both cases, a dialogue will appear to allow you to choose the member to assign to the role.
You'll also have the option to specify a focus for the role, if you'd like.
- When you're done, click the "Add" button.
- To remove someone from a role, use the "X" next to their name.