Accessing and using the Organizations page

Verified AI summary ◀▼
The Organizations page lets you manage collections of users and team members. Admins and agents with custom roles can access it to create, manage, and view organizations. You can search and sort organizations by name or last updated date. Control agent access with custom roles, and turn the page on or off as needed.


Organizations are typically collections of your end users, but they can also include team
members. The Organizations page in Zendesk Support provides a focused place to see,
create, and manage your organizations.

Note: You must be an admin to access the Organizations page. On Enterprise and Enterprise
Plus plans, agents in custom roles with permission to
manage organizations and to add, edit, and delete all end user profiles can also access
the Organizations page.
The following topics are covered in this article:
Accessing the Organizations page
Finding an
organization
Viewing an
organization
Turning the Organizations page on
or off


Related articles:

About organizations and groups



Accessing the Organizations page

Admins and agents in custom roles can access the
Organizations page to create and manage organizations.

To open the Organizations page
In Support, click
Organizations ( ) in the sidebar.


The Organizations page opens, and you can view all of your organizations. The total
number of organizations in your account is displayed at the top of the page. If you
have a large number of organizations, the number is refreshed every 24 hours.
You can also take any of the following actions:
Create organizations
Manage organizations
Bulk import organizations
Merge organizations




Controlling agent access to the Organizations page (Enterprise only)

Agents must be in a custom role to access and manage
organizations.

To give agents access to the Organizations page
Create a new custom role or edit an existing custom role, then configure
the following settings in the People section:
Select Add, edit, and delete for all end users

Turn on Add, update, and delete organizations



Assign the agents who need access to the Organizations page to the
custom role.






Finding an organization

The list of organizations can be keyword searched by properties and sorted by name
and the last updated date.


Searching organizations

Searching by name is the quickest way to find an organization. When you search
for organizations, the results are sorted by relevance and can't be sorted using
the Name and Last Updated columns.
To search
organizations

In Support, click
Organizations ( ) in the sidebar.
Enter an organization's name or partial name in the search
bar. Alternatively, you can search by other organization properties,
such as custom fields. For example, if you enter created&lt;2021-05-01
in the search bar, all organizations created after the specified date
are listed.

For a list of all search parameters you can use to search for
organizations, see Searching
organizations.





Sorting the list of organizations


You can sort the list of organizations by name and the last date
they were updated. If you sort the list before searching, the set sort order
is not retained in the search results and is instead sorted by relevance to
the search. Also, the list will need to be sorted again if you log out or
refresh the page.

Note: The default sort order is the last updated date in descending order; in other
words, the organization that was last updated appears at the top of the list by
default.
To sort the list
of organizations by name

In Support, click
Organizations ( ) in the sidebar.
At the top of the Name column, click the sort icon ( ) to sort the list
alphabetically in ascending order ( ) or descending order
( ).

To sort the list
of organizations by last updated date

In Support, click
Organizations ( ) in the sidebar.
At the top of the Last Updated column, click the sort icon ( ) to sort the list by most
recently updated to least recently updated ( ) or vice versa ( ).





Viewing an organization

Admins and agents in custom roles can view
organizations. Each organization shows the number of tickets and users associated
with the organization. You can sort and filter the
organization’s tickets to locate the information you’re looking for.

To view an organization
In Support, click
Organizations ( ) in the sidebar.
Find the organization you want to view and click its name to open a detailed
view of the organization.



The ticket list includes the following columns:



Ticket status: The ticket’s current status

ID: The ticket’s assigned ID number

Subject: The text of the ticket’s subject line

Requester: The current user listed as the ticket requester

Requested: The date the ticket was created

Updated: The date the ticket was last updated

Group: The group the ticket is currently assigned to

Assignee: The user the ticket is currently assigned to


It can take a few minutes for Zendesk Support to index new tickets and users. If they
don't appear in your organization details, wait a few minutes and try again.


Sorting an organization's tickets

You can sort an organization’s ticket list, in ascending or descending order, on
the ID, Requested, or Updated column.
To sort an organization’s ticket list


On the organization’s page, click the sort icon on the column
header where available.


You can reset the sort order by reloading the page, or by clicking the
arrow on the column header until the sort resets.



Filtering an organization's tickets

You can filter an organization’s ticket list based on information from one or
more of the list’s columns.
To apply a filter to an organization’s ticket list



On the organization’s page, click the Tickets tab, then click the
Filter button.

In the filter options panel, configure the items on which you want to
filter the tickets.

When you're finished, click Apply filters. The organization list
is filtered based on the options you configured. Each filter is shown
as a tag above the ticket list. You can click the x in a tag
to remove a filter, or click Clear filters to remove all tags
and revert the ticket list to its original state.
Tip: If
a view doesn’t show any tickets after you filter it, either no
tickets were found using those filters or you may need to
refresh your web browser window.








Turning the Organizations page on or off

The Organizations page is turned on by default, but can be turned off by an
admin if you're not using organizations to manage your users. When the page is
turned off, the Organizations icon is hidden from the Support sidebar for all team
members.

To turn on or turn off the Organizations page
In Admin Center, click
Workspaces in the sidebar, then select Agent tools > Agent interface.
Select the Enable Organizations list checkbox to turn the page on or
off.
Click Save. If you don't see the Organizations icon appear in the
Support sidebar after turning it on, try refreshing the page.





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