When our client's are businesses - how to organize them? | Community
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When our client's are businesses - how to organize them?

  • September 7, 2021
  • 1 reply
  • 0 views
R

Hi! We sell software solutions to businesses.

Problem is that we have no way to see what Client the end user represents and only an Administrator can add/edit Organizations.

How does other Zendesk users group their end users under the Client name?

Lets say John Smith works for Norway Automotive. Norway Automotive is our client. John is just someone working there. We need a way to see all Norway Automotive's tickets.

And if Sarah Doe contacts us, also being an employee at Norway Automotive, how can we link them together?

I would thin this was the Organization function, but I can't give all my Agents full admin rights just to be able to create a new Organization.

Thanks a lot!

    1 reply

    Jacob20
    • Jacob20
    • September 7, 2021

    Hi Remi,

    Ideally, you would have set up organizations first, by specifying the email domains they should cover - then any new ticket coming in from one of your organizations would get recognized and grouped under it automagically. 

    After setting up organizations, any end-users that created tickets before this point would need to be manually associated with their organization.

    I hope that helps you out, the link above should help you out with the details.

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