Manage Companies

 

• Click 'Management' > 'Customers'

Note: Only ITarian MSP accounts can add new companies.

• Customers created in ITarian will be available for selection in all integrated modules:

• They are available as 'Organizations' in Service Desk

• They are available as 'Organizations' in CRM

• They are available as 'Companies' in Endpoint Manager

• They are available as 'Companies' in Dome Shield

• You can import users and devices to these entities through the individual modules.

• Service Desk also lets you create 'standalone' (unmanaged) companies. Standalone companies are not visible in ITarian or other modules. See https://help.comodo.com/topic-452-1-949-13179-Manage-Organizations.html if you need more help with this.

 

Manage customer organizations/companies

• Click 'Management' > 'Customers'

 

The interface shows all customers organizations added to ITarian:

 

• Use the search box to look for a specific company

• Click 'Next', 'Prev' or the page number to move between pages.

The interface allows admins to:

• Add an organization

• Edit the details of an organization

• Remove an organization

Add a customer organization / company

• Click 'Management' > 'Customers'

• Click the 'New Customer' button:
  

• Complete each field on the form then click 'Save' to add the customer.

• Click 'OK' in the confirmation dialog:
  

Edit an organization

• Click 'Management' > 'Customers'

• Select the organization whose details you want to update

• Click the 'Edit' button:

•  Update the company details as required:

• Click 'Save Changes'
  

• Click 'OK' in the confirmation dialog:

Remove a customer organization from ITarian

• Click 'Management' > 'Customers'

• Select the organization you want to remove

• Click the 'Delete' button:

• Click 'Delete' button in the confirmation dialog:

The company will be removed from ITarian.

• Click 'OK'.