Org Chart Setup
Overview: Learn how to group locations in a hierarchy for consolidated reporting on the Jolt Web Portal. This feature must be activated by request through your Jolt Account Manager.
Instructions
Log In and navigate to Settings → Locations.
Click Go To Org Chart to display the Organization Chart page.
Add Groups — click Add Group at the top to add a parent-level group, or use the + icon on a group to add a sub-group.
Drag and drop locations from the Ungrouped Locations list (right side) into your defined groups.
Reorder groups and locations via drag and drop, then Save your changes.
Delete groups via the Delete icon — locations return to the Ungrouped list.
Expand/Collapse the hierarchy using the buttons at the top, or use the +/- icon on individual nodes.
FAQs
Q: How do I activate Location Grouping? Contact your Jolt Account Manager to request activation.
Q: What is the Organization Hierarchy used for? It groups locations by management structure (region, district) for easier reporting and accountability.
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