SupportPal Documentation

Managing Organisations

Organisations are a way of linking multiple user accounts so they can access each other's tickets. Organisations can be set up and managed by both users and operators.

Contents

Organisation Access Levels

An organisation works on a two-tier access level system.

  1. Managers - Can control permissions within the organisation, and also view and reply to tickets created by their colleagues.
  2. Users - Can open tickets on behalf of the organisation, but only view and reply to tickets that they create.

The user who creates an organisation (or the first assigned user by an operator) is automatically the owner of it. The owner cannot be removed from the organisation or downgraded from a manager and only they can delete the organisation. Ownership can be transferred to another member in the organisation.

Searching for Organisations

Table Sorting

By default the table is sorted alphabetically by the organisation name. Once the table has loaded you're able to change the sort column by clicking the up/down arrows:

Filtering the Table

It's possible to filter organisations based on a number of conditions:

  1. Visit Users -> Manage Organisations and click "Filter Results".
  2. Select the condition you wish to filter by, the filtering operator such as 'Is', 'Is Not' or 'Contains', and the value to filter by.
  3. Click 'Update' to update the results in the table.

Creating or Updating an Organisation

  1. Visit Users -> Manage Operators. If you're creating a new operator click "Add Operator", or if you're updating an existing operator, find the operator and click the edit (pencil) icon on the right side of the table row.
  2. Complete the form fields (all fields are optional unless stated):
    1. Name - The organisation name, required.
    2. Country - The default country for the organisation. This option will be selected for new users added to the organisation.
    3. Language - The default language for the organisation. This option will be selected for new users added to the organisation.
    4. Timezone - The default timezone for the organisation. This option will be selected for new users added to the organisation.
    5. Notes - Allowing you to save additional notes for the organisation. This field is operator only, not visible on the frontend.
    6. Custom Fields - A list of your organisation custom fields will be shown here.
  3. Click "Submit" to save.

Deleting an Organisation

Deleting an organisation will remove all users that are currently members of it, and those users will no longer be able to share ticket access as before.

To delete an organisation, follow the below steps:

  1. Visit Users -> Manage Organisations.
  2. Find the organisation you would like to delete in the table (see Searching for Organisations).
  3. Click the delete icon located on the right of the table.
  4. Click on the left button, "Yes, Delete Organisation", that pops up confirming you would like to delete this organisation and it will now be deleted.

Managing Users within an Organisation

Add User to Organisation

It is possible to add an existing user to an organisation, though note that it will remove access from their current organisation if they have one. New users can be added by selecting the company name while adding their account (see Creating or Updating a User).

To add an existing user to an organisation, follow the below steps:

  1. Visit Users -> Manage Organisations.
  2. Find the organisation in the table (see Searching for Organisations) and click on the name.
  3. Click on the "Users" tab.
  4. Click on the "Add User" button.
  5. Type the name of the user in the newly visible text field, and select the user when they show.
  6. Set the access level (See Organisation Access Levels) for the user.
  7. Click "Save" to submit the updated user list.

Remove User from Organisation

To remove a user from an organisation, follow the below steps:

  1. Visit Users -> Manage Organisations.
  2. Find the organisation in the table (see Searching for Organisations) and click on the name.
  3. Click on the "Users" tab.
  4. Find the user that you wish to remove and click the cross on the right side of the row.
  5. Click on the left button, "Yes, I'm sure", that pops up confirming you would like to remove this user and the user will now be removed from the organisation.

Change Access Level of User in Organisation

To change the access level of a user in an organisation, follow the below steps:

  1. Visit Users -> Manage Organisations.
  2. Find the organisation in the table (see Searching for Organisations) and click on the name.
  3. Click on the "Users" tab.
  4. Find the user that you wish to change.
  5. Set the access level (See Organisation Access Levels) for the user.
  6. Click "Save" to submit the updated user list.

Transfer Ownership of Organisation

You may need to transfer the ownership of the organisation, if for example a user set up the organisation in the system and has later added the account for someone more senior in the organisation. See Organisation Access Levels for more details about the owner.

To change the owner, follow the below steps:

  1. Visit Users -> Manage Organisations.
  2. Find the organisation in the table (see Searching for Organisations) and click on the name.
  3. Click on the "Users" tab.
  4. Scroll down to the "Transfer ownership" section.
  5. Type the name of the user in the new user text field and select them.
  6. Click "Transfer" to make the change.

Please note that the option will only be available if there are at least two users in the organisation, and the new owner will automatically become a manager.

View Organisation Tickets

One of the benefits of an organisation is the pooling of tickets by users from the same organisation as they are often related. You can view tickets submitted by all users of the organisation, which may assist in resolving a later ticket.

To view all tickets in the organisation, follow the below steps:

  1. Visit Users -> Manage Organisations.
  2. Find the organisation in the table (see Searching for Organisations) and click on the name.
  3. Click on the "Tickets" tab.