#154: Managing Organizations

A company is an entity that is used to group several users (clients) into one organization. Typically, a company is used for a legal entity, while clients are its employees.

Companies can be created in different ways:

• Manually
• When synchronized from a CRM system
• When migrating from another system.

Creating a company manually

1. Go to Clients - Companies and click Create.
2. Enter the name and domain of the company you are creating.

Company properties

After creating a company, you will go to its properties.

• Name. The name of the company that is displayed in tickets

• SLA Policy. SLA policy, which will be assigned to all tickets created by users of this company.

• Schedule. You can assign a schedule according to which SLA counters for tickets entered by this user will be taken into account.

• Mail Domains. When selecting a company's domain, ALL users with that domain will automatically fall into this company, and their tickets will be assigned SLA set up for this company. IMPORTANT! By default, a user sees only their own tickets and cannot see other users' tickets in the company.

• Account manager. Shows which account manager is responsible for the company.

• Follow. An employee subscribed to a company is automatically added to the bcc of all tickets entered by company users.

• Custom fields. You can create and assign custom fields to the Company entity.

• Users. All users assigned manually or by domain match.

• Organization's Tickets. All tickets from all users of the company.

• Organization's Licenses. License keys assigned to the company.