How to Build and Edit an Org Chart (Desktop)
What: The Org Chart is used to define the multiple subsidiaries, divisions, and/or departments within your organization. The org chart also includes org level Supervisors for indicating org level management, and Titles unique to your organization and your Users.
The Org Chart helps define entities that users will be a part of or groups that assets will belong to. This is important for billing and financial purposes, as well as premium feature Data Access Control. The Supervisor fields play a role in premium features including Safety & Compliance.
Who: Power Users or account admins.
NOTE:
It is a best practice to draft out your org chart in advance to understand your "parent/child" relationships in your organization hierarchy from a top down approach (i.e. defining your highest "parent" organization levels first and each of the "child" sublevels within them).
NOTE:
Building and editing an org chart and creating and editing company titles can only be done on a desktop, not in the Tenna App.
How to Build and Edit an Org Chart
- 1
- Select "Settings" on the top right of your screen.
- 2
- Select the "Org Chart" tab.
- 3
- Select Organization levels that apply.
All levels are selected by default. The columns for any organizational level(s) you deselect disappear from view.
- 4
- Select the "+" at the top of a column to add a new entry for each organizational level you wish to add to your org chart.
- 5
- Fill in the level name and select "Create".
You have the option to add a Supervisor to this org level from your current list of active Users.
NOTE:
During Onboarding, you will not have added Users to your account at this time. Supervisors are optional, so you may revisit the Org Chart later after you have added Users to your account to assign Supervisors to your org levels.
If you are implementing the Safety & Compliance feature, you will be required to add Supervisors to your org levels to organize the Driver Scorecard functionality.
- 6
- Link Parent levels to Child levels.
You have the option to add a Supervisor to this org level from your current list of active Users.
- 7
- To add a child level below the Division parent level, highlight an existing Division.
Select the "+" button in the Department column to add a child level Department under a Division.
You have the option to add a Supervisor to this org level from your current list of active Users.
- 8
- Continue this process until you have built your organizational hierarchy.
Levels with a designated Supervisor will have an orange person icon next to the level. You can hover over the icon to view the Supervisor's name.
You can edit the Subsidiary, Division and Department names and Supervisors by selecting the pencil icon next to level. You can delete a level by selecting the trash can icon.
How to Create and Edit Company Titles
What: Titles help in assigning permissions to Users. Default titles make this process more efficient. Users can also create Custom Titles to fit their organizational hierarchy.
Who: Power Users must create titles to assign to Users.
Utilize Default Titles
- 1
- Select "Settings" on the top right of your screen.
- 2
- Select the "Org Chart" tab.
- 3
- Select "Company Titles".
Examples of default titles include, but are not limited to:
- Accounting Manager
- Field Admin
- Office Manager
- Field Engineer
- Parts Manager
- Site Superintendent
- Project Manager
- Equipment/Asset Manager
- Mechanic
- Foreman
If you cannot find a title, you can search for it in the search bar.
You can edit or delete unwanted titles:
- To edit: Click the pencil icon, make your changes, and click the save icon to save your changes.
- To delete: Select the trashcan icon.
You can also create your own titles using the below steps.
Create Custom Titles
- 1
- Select "Create Title".
- 2
- Type the desired title and select "Save Title".
