How to Create Companies (Desktop)
What: A company is the organization that you work for that is connected to your Tenna account as well as organizations that your company does business with, such as clients, vendors, insurance providers, etc.
Your account name is your default company.
All Company fields throughout Tenna will source from your Companies list. A company must first be created before they can be selected in a company field on the Add/Edit Asset or Site forms.
Companies can be added individually or in bulk to your Tenna platform.
Who: Power Users and users with the Contacts and Contact Details permissions can create Companies.
NOTE:
Creating companies can only be done on a desktop, not in the Tenna App.
How to Create a Single Company
- 1
- Select "Settings" on the top right of your screen.
- 2
- Select the "Users" tab.
- 3
- Select "Company" on the right of your screen.
- 4
- Select "Create Company".
- 5
- Select "Single" and then select "Company" as the contact type.
- 6
- Complete the required fields and any additional information as known.
- 7
- Select "Create Company".
How to Bulk Upload Companies
- 1
- Select "Settings" on the top right of your screen.
- 2
- Select the "Users" tab.
- 3
- Select "Company" on the right of your screen.
- 4
- Select "Create Company".
- 5
- Select "Bulk" and then select "Company" as the contact type.
- 5
- Click on the blue link "Download the Company-Bulk-Upload-Template.csv" and save it to your computer.
- 6
- Fill in the form using Tenna's help resources for guidance.
- 7
- Drag and drop or click "Select a File to Upload" and upload the completed template.
The template will begin uploading automatically.
You may navigate off the page during this process. When you return, the progress of the upload will be shown until complete.
- 8
- Review upload success or failure messages.
Once the upload is complete, the number of companies that were successful and failed will be shown.
If all companies were created successfully without error, you may navigate “Back” to the Company list.
If any entries failed to upload, indicated by "Users Failed to be Created", click "Download" to download a template pre-populated with entries that failed and the reason for failure in the first column. Address the reasons as indicated and re-upload to try again. Repeat this process until all users/contacts are successfully added to the system.