您可以允许用户属于多个组织。组织是用户(终端用户和团队成员)的集合。在 Team 服务模式中,用户只能属于一个组织。
注意:您必须是管理员或 具有权限的自定义用户角色的专员 才能编辑其他专员和管理员的组织成员身份。专员只能编辑终端用户的组织成员身份。
将用户放在多个组织中有助于您管理工单工作流程,并使用户可以查看与其相关的所有工单。以下是一些有助于将用户置于多个组织中的工作流程:
- 提供外部客户支持 如果您支持多个业务部门或品牌,或者您的终端用户是承包商和主管,他们对各种客户组进行监督,您可以根据品牌、团队或业务部门创建组织,并在相关组织。
- 支持内部员工 如果您支持内部员工,您可以为每个办公地点或每个部门创建组织。然后将在多个办事处工作或属于多个部门的终端用户相应分配到多个组织。
- 循环播放其他内部部门 如果您需要在支持对话中播放销售或产品团队等内部部门,您可以根据需要将其作为终端用户添加到多个组织,而不是将其设置为专员。
为用户启用多个组织
- 在管理中心,单击侧栏中的人员 (
),然后选择配置 > 终端用户。
- 单击 允许用户属于多个组织旁的 已启用 。
- 单击保存标签。
启用多个组织后,您可将用户添加到最多 300 个组织。您可以手动或通过 批量导入将用户添加到组织 。
要管理多个组织中的用户,请参阅 管理多个组织中的用户。
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17 条评论
Matteo Lavaggi
Hi, why team plan can only manage 1 organization? I need to apply to Wich plan instead to allow agents and customer to belong to multiple organization?
0
Jimmy Rufo
1263797819069 , unfortunately, we can't not have the same domain on other organizations, because the domain applies to them as well. I also don't know how to exclude only certain accounts from the domain mapping, but would be interested to hear thoughts on if I'm missing something there.
0
Izabella Hammar
1263169422950 If you skip adding the domain on the other organizations the user wont be added to those automatically.
So a solution would be to not use the automapping for these customers, and connect the users to the correct organization.
0
Tony
usually the user is automatically added to new organizations if you user mapped the email domain and the user is newly created.
But as it is now, I believe there is no way to limit this feature. But thank you for your feedback.
Best,
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Jimmy Rufo
Tony, my issue is that a user is being added to multiple organizations automatically, and Ideally, I'd like the mapping to cap at 1 organization. Any further organizations I would like to add manually to a user. Is that possible?
0
Tony
if you are referring to user mapping, this should only work when you add a domain or multiple domains to the specific organization. If you don't, then new users will not be mapped, as we can read on this article.
I hope this helps.
Best,
0
Jimmy Rufo
Is there a way to keep multiple organizations on, but only allow one organization to be added to a user automatically via the organization domain mapping? Unfortunately, we have a major issue with multiple clients of ours having users with the same email domain, and since we don't have reliable contact syncing from tools like Salesforce, we often have users with multiple organizations added to their account that have nothing to do with them.
Ideally, we can have just one, and an admin/agent can add/remove more organizations as necessary in the user's profile.
0
Arianne Batiles
Hi Mayan Kopit,
Organization cannot be set through triggers and automations, so it has to be set upon ticket creation or manually by the agent.
When a user belongs to multiple organizations, the user can choose the organization for any support request they submit afterwards in your Help Center, as mentioned here.
0
mayan kopit
Hi Gabriel,
My end user has several organisations connected to him.
When opening a ticket using email, I want to have the right organisation in place, based on the title. For example: "Acme - help with MFA" will change the org name from the default org to "Acme".
Is there a way to user triggers or Automations for that?
0
Gabriel Manlapig
By default, new tickets submitted by users who belong to multiple orgs are associated to the default organization of the user. I hope this answer your question!
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