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Add an organization to a service project

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

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

To add an organization:

  1. From your service 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 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 projects different organizations can raise requests in.


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.

 

Last modified on Dec 6, 2020
Cached at 9:18 PM on Sep 23, 2021 |

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