Group customers into organizations

Organizations are groups of customers that can be used in multiple service projects. When you add an organization to a project, its members can raise requests in the project and share them with the organization. They're also notified about the organization's requests and can view and search them on the My Requests page in the portal. Learn how to create these groups so you don’t waste time adding the same customers.

Add an organization to a service project
Add an organization to your service project so that you can create groups of customers.
Add a customer to an organization
You can add a customer to an organization and then reuse that organization for multiple service projects.
View customers by organization
View customers by organization so you can easily add or remove them.
Remove a customer from an organization
If a customer doesn't belong in an organization anymore, you can remove them from it.
Remove an organization from a service project
If you no longer need an organization in your service project, you can remove them.
Delete an organization from a site
If an organization is no longer needed for any of your service projects, you can remove it them from your site.

Last modified on Dec 7, 2020

Cached at 9:19 PM on Jan 20, 2021 |

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