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Organizations

Organizations group several accounts under one umbrella so that tickets, assignment, and insights can span all of them. Use this page to create organizations, attach accounts to them, manage who administers them, and promote agents to work across every account in the group. It is visible only to super admins — if you don't see it, you don't have access, and you can skip this page.

Actions on this page apply immediately (each has its own button and confirms with a success or error message); there is no staged Save bar.

Create organization​

Create a new organization.

  • Name (unique) — the organization's unique identifier name (required).
  • Display name (optional) — a friendlier name shown in lists.
  • Create — creates the organization.

All organizations​

A table of every organization, showing its name, number of attached accounts, number of members, and status (active/inactive). Click Manage on a row to open its detail panel below.

Managing an organization​

Selecting Manage opens a detail panel with three areas. Use the × in its header to close it.

Accounts​

The accounts that belong to this organization.

  • Attach an account — pick an account from the searchable dropdown (only active accounts with a display name that aren't already attached appear) and click Attach.
  • Each attached account has a Detach button. Detaching an account returns any org-level agents homed on that account to being account-level agents.

Members​

The people who administer the organization.

  • Add or update a member by entering a user email, choosing a role, and clicking Add / update.
  • Each member row shows their email and role; Remove takes them out of the organization.

Organization-level agents​

Agents that can be assigned tickets from any account in the organization, rather than just one.

  • Promote an existing agent by entering its Agent ID and clicking Promote to org.
  • Each org agent row shows its name and ID; Demote returns it to account-level scope.

How it works​

An organization is a container that links accounts together. Once accounts are attached, org-level members and org-level agents operate across the whole group — an org agent can pick up tickets from any attached account, and cross-account tickets, assignment, and insights become possible. Promoting an agent widens its scope from a single account to the organization; demoting (or detaching the account it's homed on) narrows it back to a single account.