3.4 Move a Role / Circle

If you need to move a role/circle from one circle to another, please use the "move" function.

This function is also available for other data type, such as todo, project, note, etc.

Step 1: Click on the 3 dots next to the role to show more options.

3 dots operation

Step 2: From the list, click "move item".

Move an item

Step 3: In the new pop-up, select the new circle as the destination.

"Move item" pop-up

Now, the Support Agent role is moved to "Help Center Circle".

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