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Service Desk V2 - Quick Start Guide

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Itarian Service Desk V2 - Quick Start Guide > Step 6 - Create New Organizations And Assign Users To Organizations
  • Itarian Service Desk V2 - Quick Start Guide
    • Step 1 - Login To The Admin Console
    • Step 2 - Create New Departments And Teams (optional)
    • Step 3 - View And Manage Support Agent
    • Step 4 - Add Ticket Help Topics
    • Step 5 - Enroll Users
    • Step 6 - Create New Organizations And Assign Users To Organizations
    • Step 7 - Manage Tickets
    • Step 8 - Manage The Knowledgebase And Canned Response
    • Step 9 - Configure System Settings
    • Step 10 - Configure Auto-Response Emails
    • Step 11 - View Reports

Step 6 - Create New Organizations and Assign Users to Organizations



  • Go To Agent Panel > Click 'Users' > 'Organizations'

  • You can see the List of Organizations your users belong to.

 

 

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

 

To 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

  • Click Users > Organizations > Click Delete

 

 

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


Edit Organization

  • Go to Users > Organizations > Click Edit

 

 

  • 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

  • Go to Users > Organizations > Click View’ button

 

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 delete a ticket > Select a ticket you want to remove >click ‘Delete’

    • To close a ticket > Select a ticket you want to close >click ‘Close’

To assign users to organizations


  • Go to Agent Panel > Users > Users Directory

  • Select a User you would like to add to a department >Click ‘Edit’ tab

  • Select Organisation from the dropdown list. Once the Organisation is selected the user will assign to the selected organization.

  • Click ‘Update’ to save your changes

 

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