To keep the presentation tree neatly organized
and structured according to your reporting needs, you can conveniently reorder tree
roles. This feature empowers you to tailor your workspace for maximum
efficiency.
Here's how you can reorder your tree roles:
- Begin by clicking on the "Reorder Role"
icon which is at the top right of your screen.
- In this user-friendly interface, choose the
tree role that you'd like to reposition.
- Select and drag it to your preferred position,
whether that's higher or lower within the hierarchy.
- Once you've achieved the desired placement of
your tree role, click the "Update" button to confirm your
changes.
The presentation tree is now reordered according to your
specifications, creating a workspace that perfectly matches your organizational
preferences.
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