Enabling multiple organizations for users

You can enable users to belong to multiple organizations. Organizations are collections of users (both end users and team members). On Team plans, users can belong to only one organization.

Note: You must be an admin or an agent in a custom role with permission to edit organization membership for other agents and admins. Agents can only edit organization membership for end users.

Placing users in multiple organizations helps you manage your ticket workflow and gives users visibility into all tickets relevant to them. Here are some workflows where putting users in multiple organizations is helpful:

• Providing external customer support If you support multiple business units or brands, or you have end users who are contractors and supervisors providing oversight on various groups of customers, you can create organizations based on brands, teams, or business units, and add end users the relevant organizations.
• Supporting internal employees If you support internal employees, you can create organizations for each office location or for each department. Then assign end users who work in multiple offices, or who belong to multiple departments, to multiple organizations accordingly.
• Looping in other internal departments If you need to keep internal departments, such as sales or product teams, in the loop on support conversations, you can add them as end users to multiple organizations as needed, instead of making them agents.

To enable multiple organizations for users

1. In Admin Center, click People in the sidebar, then select Configuration > End users.
2. Click Enabled beside Allow users to belong to multiple organizations.

   

3. Click Save tab.

After you enable multiple organizations, you can add a user to as many as 300 organizations. You can add users to organizations manually or through bulk import.

To manage users in multiple organizations, see Managing users in multiple organizations.