Add an organization to a service desk project

Organizations are groups of customers who can request help from your service desk.

Both administrators and agents can add organizations to a service desk project.

To add an organization:

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

  2. Select Add organizations.

  3. Add a new or existing organization by entering its name and selecting it in the dropdown.

  4. Press Add.

How organizations work in your project depends on your customer permissions. If the service desk project permission Who can access the portal and send requests to %service_desk_name%? is set to:

  • Anyone can raise a request without logging in - You can use organizations to help group customers together.

  • Customers my team adds to the project - You can use organizations to decide what service desk projects different organizations can raise requests in.

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