To navigate forward and backward, click on the arrow-buttons ← and → on the bottom
or on your keyboard. Alternatively, click on the purple circles to go to the next step.
Organizations in HelpSpace represent a group of contacts from the same company. You can create, edit, and delete organizations easily.
Go to Customers → Organizations.
Create an Organization
Navigate to Customers → Organizations.
Click the Create Organization button.
Fields / Functions | Description |
|---|---|
Name | Name of the organization |
Domain | Web Domain of the organization |
Auto-assign customers with this domain | Automatically assigns customers with the same email domain to this organization |
Select a time zone | Time zone of the customer |
Locale | Language of the organization |
Note | Internal notes. |
Edit Organization
Hover over the last column of the organization row until three dots appear.
Click on the dots to open the menu and select Edit.
Delete Organization
Select the organization.
Click Delete at the top of the table.
Confirm by clicking Yes, I confirm.
Filter
Click on the search bar with the text Type to add a filter.
A menu will open; select a filter, e.g., Organization.
A new dropdown will appear where you can choose the content, e.g., HelpSpace.
You can add multiple filters, connected with an OR, e.g., Organization=HelpSpace OR Customer=Mike.
If no filter is selected, the search will apply to all organizations.
