Add a customer to an organization

Rather than add customers individually, you can group customers into organizations. This saves you time when you set up multiple service desks, and ensures you give the right people the right access to request help. There is no limit on the number of customers you can add to an organization.

To add customers to an organization:

  1. From your service desk project, go to Customers.

  2. Select an organization from the list by clicking its name.

  3. Select Add customers.

  4. Enter the customer’s username or email. Separate customers by commas to add more than one at a time.

  5. Select Add.

Organizations can be used in multiple service desk projects, so you won’t see individual customers in a single service desk’s Customers role.

Are you on the right help page?

If the image in the lower-left of your service desk sidebar states you're in a next-gen project, check out these next-gen project articles instead.

Learn more about the difference between classic and next-gen projects.

Additional Help

Ask the Community