Create organization profiles

Organization profiles give you a complete view of each group of customers you support, and include:

• Details: Information about the organization and any custom fields.

• Entitlements: Products or services the organization has access to.

• Requests: A list of all support requests submitted by members of the organization.

• Notes: Internal notes your team can use to capture important context about the organization.

Profiles help your team quickly understand the organization’s history, relationships, and needs, so you can deliver more effective support.

Add organizations

You can add organizations one at a time, or bulk import multiple organizations.

To add organizations:

1. From your sidebar, select Customers.

2. On the Organizations tab, select Add organization.

3. Enter the organization’s name.

4. Add customers to the organization by selecting existing customers or inviting new ones. You can always do this later.

5. Select Ok.

Bulk import

Bulk import lets you add multiple organizations and customers at once. You can import organization details using a CSV file or API. Read more about importing organization details.

Create or edit organization detail fields

Organization detail fields let you capture and display important information on organization profiles, like their industry, region, or support tier.

Create an organization detail field

To create an organization detail field:

1. From your sidebar, select Customers.

2. On the Organizations tab, select Manage details, then Manage detail fields.

3. Select Create field.

4. Enter a label, choose a field type, and set who can view and edit the field.

5. Select Create.

Change permissions for organization detail fields

You can control who can view and edit each organization detail field, to ensure sensitive information can only be seen or updated by certain people.

To change the permissions of detail fields:

1. From your sidebar, select Customers.

2. On the Organizations tab, select Manage details, then Manage detail fields.

3. Select Actions (•••) next to the field you want to edit, then Manage permissions.

4. Choose who you want to be able to view and edit the field.

5. Select Save.