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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 projects, 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.

Both administrators and agents can add customers to an organization.

To add customers to an organization:

  1. From your service project, go to Customers.

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

  3. Select Add customers.

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

  5. Select Add.

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

This page is for company-managed projects

If the lower-left of your service project sidebar says you're in a team-managed project, check out these team-managed project articles instead.

Learn more about the difference between company-managed and team-managed projects.


Additional Help