About the Organizations page

Return to top

48 Comments

  • Rita Gleason

    Please tell the product team it is more important to have the name sort before the date sort from a Client admin perspective.  Thanks.

    4
  • Tracey

    It would be great if there was a merge organisation function available as sometime duplicate organisations get created.

    3
  • John Brunker

    It would also be great if we could search/filter by tags.

    3
  • GS Admin

    Hi ,

    we have a lot of organisations in our zendesk , and we also add tags to orgs when they are created .

    Is there a way where i could generate a report in explore for the orgs which have a particular tag added in the organizations tab?

    3
  • Dan Moore

    We also would like to have the name sort option in the Organizations Page.  Additionally it would be nice to see filter capabilities based on Groups, Organization Status (Active vs. In-Active.) 
    Thanks Rita Gleason for the recommendation.

    2
  • Pratishtha Nahata
    Zendesk Product Manager

    Hi Scott Williams - thank you for reaching out & sharing an example use case! At the moment, we don't have a permission set that allows for an agent to "view-only" all orgs. We are looking to improve this and potentially introduce this type of permission in the future. Please let me know if you'd be open to chatting with us about this further and I'll reach out to you via email.

    1
  • Rita Gleason

    Why can't I get my Organizations to show in alphabetical order now that you moved them to their own tab?  This is causing us too much work to cross check our 100+ orgs now.  Please advise.  Thanks.

    1
  • Sean Winn

    It's now October and five months since David reported this same thing back in May. The interface still reflects incorrectly that both Agents and Admins can view the organizations in their primary navigation. This is misleading, and it was only by finding this article that I was able to find the correct information about what this checkbox actually does. Please update the description in the Admin console to properly reflect what this enables.

    1
  • Pratishtha Nahata
    Zendesk Product Manager

    Rita Gleason I'll definitely flag it with them. Thank you!

    1
  • Pratishtha Nahata
    Zendesk Product Manager

    Hi Dan Moore, John Brunker and Jeannette Räntfors,

    Thanks so much for your feedback!

    We're currently working on having Organizations be sortable by name and as the default sorted column - we expect to have this in the product soon.

    Filtering by attribute is on our roadmap as well - but much further out. For now, you could use the search capability as a filter, such as "tags:premium" to look for orgs with the premium tag - there are more examples in search reference docs.

    Thanks again, 

    Pari

    1
  • Pratishtha Nahata
    Zendesk Product Manager

    Hi Rita Gleason thanks for reaching out to us, we're currently working on making Organizations sortable and I'm happy to say you'll be able to do this very soon, within the next month or so for sorting on dates (last updated/created at), and soon after on names

    1
  • Jeannette Räntfors

    We as well would like to have the name sort option in the Organizations Page. As it is now, it's rather difficult for us having an overview of active vs in-active organizations, as we put an 'X-' before inactive organizations in order to sort them out (displayed last in list), when the list isn't sorted on names anymore.

    How does the progress look for sorting on name on Organizations Page?

     

    1
  • Jeff (he/him)

    Can you please update this article to better reflect that it's limited to Administrators? Even in the article itself you've written, "When the page is disabled, the Organizations icon is hidden from the Support sidebar for all team members (agents and admins)," which is very confusing. Thank you.

    1
  • Scott Williams

    @..., Absolutely, always up to lend a hand when it comes to product development.

    thank you,

    Scott Williams

    1
  • Scott Williams

    Pratishtha, it would be ideal if agents could see organizations but not edit in the professional tier.  An example of why this is beneficial, in the organization section for particular customers we use custom fields to track the support contract number as well as a link to the corresponding SharePoint location for all of the client information.  i would prefer not to grant admin access to my support staff so this would be an ideal work fix to this.  Do you think this is something could be integrated? 

    Thank you,

    Scott Williams

    1
  • David Nguyen

    We don't have the "roles" in our plan, but still the "Enable Organization list" option. But enabling it or not doesn't change anything, in both cases agents can't access the Organization page.

    I would think that enabling organization list would allow agents to access it (it says: "The Organisation list allows agents and other team members to view all organisations in one place. They can find it in their primary navigation.", which in my understanding enables agents to access the organization page)

    1
  • Pratishtha Nahata
    Zendesk Product Manager

    Hi David Nguyen - thanks for sharing your feedback! You're absolutely right, if the Role permission is not set to "add or modify organizations", they will not be able to see the page.
    To set the Role permissions, you would need to select the Role in Admin Centre, go the the 'People' section, select "Add, edit, and delete for all end users" and then check the box for "Can add or modify groups and organisations". 
    It appears that the default "agent" role does not have this Role permission switched on, so they will not see this page. I'll work with our documentation team to update this article to state it explicitly.
    I'm keen to understand more about whether there's a use case for your agents to view this list without the editing permissions on Organizations - I'll reach out to you via email if you'd be available to chat with us.

    0
  • Russell Braden

    Hi, we have agents who provide support to end users in a B2B context. As a result, we've created Organizations and provide our clients' end users access to a Help Center that is dedicated to their Organization. With that configuration in place, when end users create tickets, the tickets show up within the Organization page in Support, which assists our internal team with tracking tickets submitted by our various clients. 

    What I can't figure out is how an Agent on our internal team can create a ticket and associate it with a specific organization, so the ticket shows up as if an end user from that Organization had submitted it. Would someone be able to help me figure out how to do that? 

    0
  • Jacquelyn Brewer
    Zendesk Documentation Team

    Thanks for your feedback @.... Currently, the page is only visible to admins. Agents with permissions to add and edit organizations can do so from the top bar in Support.

    To create an organization as an agent

    • Click +Add and select Organization to open the create dialog.

    To search for organizations as an agent

    • Use the global search with a query of type:organization, and then click on the Organizations tab of the search results. 
    0
  • Matt Lust

    We're updating our workflow, have for the first time linked users with organizations.

    While users are linking to organizations well enough, any tickets with a "closed" status are not being associated with the organization.  

    We want to have as complete a history for the Organizations as possible.   Is there a way to ensure that we can see closed tickets when viewing Organizations?

    0
  • Aldo Cruz

    Understood, Thank you Christine

    0
  • Colleen Hall
    Zendesk Documentation Team

    Hi Scott Williams,

    Thank you for the feedback! If you'd like, can you please share your post in our Product Feedback discussion?

    Product managers review suggestions submitted in this forum for consideration in our future updates.

    0
  • Neil
    Zendesk Customer Care
    Hi Klio,
     
    There are no news of any upcoming updates related to the feature you are asking about but do keep an eye out on our Zendesk Updates page from time to time as any feature release will be posted there.
    0
  • Josh

    "At the moment, we don't have a permission set that allows for an agent to "view-only" all orgs. "

    Any updates to this? Everything we have is SSO/API based to sync with our app. We don't want agents being able to edit things if they are synced via API with our app.

    Please advise

    0
  • Jeff (he/him)

    Thanks Pratishtha, but I do not have People > Roles in my Admin Center. Perhaps we're on a different plan and that's the issue with this documentation?

    0
  • Mark Molloy

    Thank you Christine!

    0
  • Klio Apostolopoulos

    Is the ability to sort Organizations by custom fields, and perhaps the ability to create views, on the roadmap at all?  We have just switched over and are finding this inability very difficult to manage.

    0
  • Scott Williams

    Colleen Hall Please do, this would be a great feature to have.  Especially since the workaround is no longer functioning.  thank you, Scott

    0
  • Christine
    Zendesk Engineering
    Hey Aldo,

    At this time, there is not a method to bulk delete organizations from within the Support interface.

    We recommend leveraging our API with a custom script. Thank you!
    0
  • Brettany Rhodes

    I have a couple of agents that do not have the Organization list in the sidebar. We have refreshed their pages and it still does not load. Any suggestions?

    0

Please sign in to leave a comment.

Powered by Zendesk