Managing organizations

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16 Comments

  • shelley

    Is it only Admins that can view Organisations? If so, is there anyway to enable access for an agent to view Organisations?

     

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  • Colleen Hall
    Zendesk Documentation Team

    Hi shelley,

    Thank you for your question! On Enterprise and Enterprise Plus plans, you can update agent roles or define new custom agent roles with permissions to access and manage organizations. On all other plans, only admins can access the Organizations page. 

    1
  • stuart

    I can see how to edit the organization name, and how to add users.
    However, is there any way to edit the domains associated with an existing organization?

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  • Dane
    Zendesk Engineering
    Hi Stuart,
     
    You can go directly to the organization and edit the domains section.
     

    0
  • koffi ndikumana

    nc

    0
  • Dmytro Kononenko

    Hey guys. 

    I`m just curious, is there a way to add users to the organization in a bulk? Not by email domain (coz our end users have different domains), but just somehow add all email addresses in a bulk? 

    1
  • Gabriel Manlapig
    Zendesk Customer Care
    Hi Dmytro,
     
    To update your user's organization and to do this in bulk, you can either generate a user CSV of your existing users and re-import the file into your Zendesk or use an API call. 
     
    Here is an article as a reference to this:
     
    How can I bulk update users?
     
    I hope this helps!
     
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  • Andy McKinnon

    Can you bulk import an update to Organization's names? - I have 800+ Orgs already in... but wanting to add something to the end of each Org's name....

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  • Michael Munt

    Are you able to create a view that shows the Organisation and any custom fields that have been added?

    Also, how do I disable an Organisation from appearing in the Organisation view as they are no longer a customer but we have previous Support tickets against their name that we don't want to lose?

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  • GrowthDot

    Hi,

    You can easily delete organizations, users, and tickets in bulk with Purge My Zendesk. Everything can be done in a few clicks.

    0
  • Viktor Osetrov
    Zendesk Customer Care
    Hello Andy,

    Thanks for your interesting question. 
    Yes, you can achieve it using the following steps:

    Step 1) Please bulk export your current organizations using the List Organization API:
    GET /api/v2/organizations

    Step 2) Prepare a JSON or CSV file with your updated organization names
    Please keep organization_id . You should only update the organization's names on your business needs

    Step 3) Update Organizations Using the API
    PUT /api/v2/organizations/update_many

    Please notice that 
    > These endpoint returns a maximum of 100 records per page or Bulk/batch updates up to 100 organizations.
    > You can solve the API limits via Pagination  

    Hope it helps
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  • Emily Jones

    I would love to be able to allow agents, with a customer role, to be able to add other agents to organizations. It is not efficient for only admins to be able to add agents to organizations. 

    Is this enhancement planned for at this time? 

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  • Shawna James
    Community Product Feedback Specialist
    Hi Emily, thank you so much for providing your feedback here. I want to point you in the direction of our product feedback form for Support, which our PM's monitor for customer product feedback and new ideas. If you are able, we would appreciate you sharing your product feedback/feature request in that forum so that it can remain more visible to our PM's. Thank you again for your feedback!
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  • Shaun Luong

    How do you remove users from an organization?

    1
  • Neil
    Zendesk Customer Care
    Hi Shaun,
     
    There's no default option to remove a user from an organization, but you can remove an organization from the user's profile
     
    1. Open the user's profile.
    2. Click the name of the organization you want to remove, then select Remove.
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  • Shaun Luong

    That is hugely disappointing. You have the capability of adding users to an organization from the Organization view, but not to remove them?

    So is the only way to do so is multiple clicks for every user from the Organization view, going back and forth between it and the user profile? That is so tedious!

    Yet another reason to leave Zendesk.

    0

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