Who can see this: Administrator only. The unit limit varies by plan: Essential up to 5, Scale up to 10, Enterprise negotiated.The Tartini interface is in Portuguese. Screen and button names appear here exactly as on screen, with the translation in parentheses.
Create an area
By default, a new company has no areas registered. Where to find it: Configurações > Empresa > Áreas & Unidades (Settings > Company > Areas & Units).1
Open the screen
Go to Configurações > Empresa > Áreas & Unidades.
2
Click New area
Use the Nova área (New area) button at the top, or the dashed Nova área card in the diagram.
3
Give it a name
Type the area’s name and click Salvar (Save).
Areas group units together. A chain of stores might have the “Retail” area with the “Downtown Store” and “Mall Store” units.
Create a unit
Every unit is created inside an area. Where to find it: Configurações > Empresa > Áreas & Unidades, on the area’s card.1
Open the area
Click the card of the area where the unit will go.
2
Click Create Unit
Use the Criar Unidade (Create Unit) button, or the dashed Adicionar unidade (Add unit) card.
3
Give it a name
Type the unit’s name and click Salvar.
The counter in the top-left corner of the screen shows how many units you’ve already used from your plan’s limit, and it turns red when you reach it. Once you hit the limit, the create button shows the Limite de unidades atingido (Unit limit reached) warning. Upgrade to register more.
Rename or delete an area
Where to find it: open the area and use the options menu at the top.1
Open the area
Click the area’s card on the Areas & Units screen.
2
Choose the action
In the options menu, click Renomear (Rename) or Excluir (Delete).
3
Confirm
Type the new name and click Salvar, or confirm the deletion with Sim (Yes).
Rename or delete a unit
Where to find it: open the unit and use the options menu at the top.1
Open the unit
Click the unit’s card, either inside the area or in the main diagram.
2
Choose the action
In the options menu, click Renomear or Excluir.
3
Confirm
Type the new name and click Salvar, or confirm the deletion with Sim.
Organize a unit’s departments
Departments route a unit’s conversations to specific teams, like Technical Support or Finance. Where to find it: open the unit and scroll to Setores (Departments).1
Open the unit
Click the unit’s card and scroll to the Setores section.
2
Click New Department
Fill in the Nome (Name) and, if you want, the Descrição (Description).
3
Save
Click Criar (Create). The department appears in the list, ready to receive users.
The department’s description is used by Tino to decide where to route each conversation. Describe the department’s function clearly.
Frequently asked questions
Can I create a unit without putting it in an area?
Can I create a unit without putting it in an area?
No. Every unit needs to be created inside an area.
What happens to users when I delete a unit?
What happens to users when I delete a unit?
I've hit my plan's unit limit. What do I do?
I've hit my plan's unit limit. What do I do?
Upgrade your plan to unlock more units. The limit changes based on your contracted plan: Essential up to 5, Scale up to 10, Enterprise negotiated.
Can I move a unit to a different area after it's created?
Can I move a unit to a different area after it's created?