Manage Organizations

This tab displays a list of organizations, where they can be viewed, edited or deleted.

Create an Organization

Go to Users > Organizations > Create Organization

Enter the name, phone number and website.
Add the address for further communication.
You can add the ‘Internal notes’ in the mentioned filed. Here the notes written can be shared with the agents/admins.

Delete an Organization

The selected organizations will be deleted successfully. Once the organization deleted the associated users of that organization will also remove

Edit Organization

In case if you want to edit the organizations, you can change the desired filed added here.
Click ‘Submit’ to save your changes.

View an Organization

An Organization's profile looks like this

This tab displays a list of users who belong to the organization.
Clicking ‘Edit’ will take you take the create organization page where you can edit the details.
You can check the ticket details that belong to a particular user, also change the status of the ticket. Tickets of a particular user can be merged together.
You can view the number of ‘Open ticket’, ‘Closed tickets’ and ‘Deleted tickets’ of a user. This area describes about the ticket subject, id, priority, last replier, assigned to and last activity of a user

To view Report

Click Users > Organizations > ‘Agent report’

You can get the organization report in graphs by entering the start date and end date.
The blue colour denoted for ‘tickets created’, green shows the ‘tickets reopen’ and orange colour used for total number of closed tickets.
Move the cursor in the chart to view the tickets created in a particular day

Select Organization Manager

Select a user from the dropdown list
Click ‘Assign’
The selected user can check the opened tickets, closed tickets and deleted tickets. Assign the tickets to the concerned agent also view the reports.

ITarian