Set up organization chart
Log in and navigate to settings > locations.
Click go to org chart in the upper-right corner.
On the next screen, click add group. A modal window will appear. Name the group, then click save to continue.
Drag and drop locations from ungrouped locations (right side) into your defined groups.
You can reorder groups and locations via drag and drop, then click save to apply changes.
If you need to remove a group, click the trash can icon to delete it.
You can also expand/collapse the hierarchy using the buttons at the top of the screen or click on the name of the of the group to display locations within the group.
FAQ
How do I activate location grouping?
Contact your Jolt Account Manager to request activation.
What is the organization hierarchy used for?
It groups locations by management structure (region, district) for easier reporting and accountability.