Managing organizations

<body>
<p id="docs-hc-snippet" style="display: none;">Admins andagents in custom roles with permissioncan manage organizations by viewing and editing organization settings, manually adding end users to organizations, and deleting organizations as needed. You must be an admin to manage organization assignments for agents.</p>
<div class="article-banners">
<div id="docs-wmp-link">
<a href="https://support.zendesk.com/hc/en-us/articles/5411234991258-plan" rel="noopener" target="_blank">What's my plan?</a>
</div>

<div class="article-banner" id="suite_all">
<table>
<tbody>
<tr>
<td>
<strong>All Suites</strong>
</td>
<td>Team, Growth, Professional, Enterprise, or Enterprise Plus</td>
</tr>
</tbody>
</table>
</div>

<div class="article-banner" id="support_all">
<table>
<tbody>
<tr>
<td>
<strong>Support</strong>
</td>
<td>Team, Professional, or Enterprise</td>
</tr>
</tbody>
</table>
</div>

</div>

<div class="body">

<p class="p">Admins and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408882153882" target="_blank">agents in custom roles with permission</a> can manage
organizations by viewing and editing organization settings, manually adding end users to
organizations, and deleting organizations as needed. You must be an admin to manage
organization assignments for agents.</p>
<div class="p">Topics covered in this article: <ul class="ul" id="topic-1__ul_cg3_4fx_nm">
<li class="li"><a class="xref" href="#topic_cab_ihe_bc">Editing an organization</a></li>
<li class="li"><a class="xref" href="#topic_wyj_dse_bc">Manually adding users to an
organization</a></li>
<li class="li"><a class="xref" href="#topic_ebz_dtn_bc">Restricting agents to an
organization</a></li>
<li class="li"><a class="xref" href="#topic_kwp_zcf_bc">Creating views by organization</a></li>
<li class="li"><a class="xref" href="#topic_ys3_pqc_4qb">Deleting an organization</a></li>
</ul>
</div>
<p class="p">Related articles:</p>
<ul class="ul" id="topic-1__ul_bm2_4gf_gvb">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408821417114" target="_blank">About the Organizations page</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_cab_ihe_bc">
<h2 class="title topictitle2" id="ariaid-title2">Editing an organization</h2>
<div class="body">
<p class="p">You can edit an organization's settings as needed. You must be an administrator or an <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408882153882" target="_blank">agent in a custom role with permission</a> to edit organizations.</p>
<div class="p">
<strong class="ph b">To edit an organization</strong><ol class="ol" id="topic_cab_ihe_bc__ol_xtv_cg2_ck">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Support</a>, click
<strong class="ph b">Organizations</strong> (<img class="image" id="topic_cab_ihe_bc__image_ysk_mrz_lqb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/organizations_icon.png">) in the sidebar.</span></li>
<li class="li">Find the organization you want to edit and click its name.</li>
<li class="li">Make your edits.<p class="p">Your updates are saved automatically.</p>
</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_wyj_dse_bc">
<h2 class="title topictitle2" id="ariaid-title3">Manually adding users to an organization</h2>
<div class="body">
<p class="p">You can add team members and end users to an organization at the time they are created or
later by editing their profile. You can also include users' organizations when <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408893496218-Bulk-importing-users-and-organizations" target="_blank">importing new users in a bulk import operation</a>. </p>
<p class="p">You must be an admin to manage organization assignments for agents. Admins and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408882153882" target="_blank">agents in custom roles with permission</a> can add end users to
organizations.</p>
<p class="p">On Team plans, users can belong to only one organization. On all other plans, you can <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838140314/" target="_blank">enable multiple organizations for users</a>, allowing users to belong
to up to 300 organizations. However, a user doesn't have to belong to any organization.</p>
<div class="p">
<strong class="ph b">To add a new user to an organization</strong><ol class="ol" id="topic_wyj_dse_bc__ol_efv_z4c_4qb">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Support</a>, click
<strong class="ph b">Organizations</strong> (<img class="image" id="topic_wyj_dse_bc__image_ysk_mrz_lqb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/organizations_icon.png">) in the sidebar.</span></li>
<li class="li">Find the organization you want to add a new user to and click the organization's
name.</li>
<li class="li">Click the drop-down icon at the top-right of the page and select <strong class="ph b">Add user</strong>.</li>
<li class="li">Enter a <strong class="ph b">Name</strong> and <strong class="ph b">Email</strong> address. </li>
<li class="li">Select a <strong class="ph b">User type</strong> and then click <strong class="ph b">Add</strong>.<p class="p">The user’s profile page
appears, where you can enter any other required information.</p>
</li>
</ol>
</div>
<div class="p">
<strong class="ph b">To add an existing user to an organization</strong>
<ol class="ol" id="topic_wyj_dse_bc__ol_gza_hpe_bc">
<li class="li">Navigate to a user's profile in Zendesk Support (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408822762650-Viewing-a-user-s-profile-in-Zendesk-Support" target="_blank">Viewing a user's profile in Zendesk
Support</a>).</li>
<li class="li">In the <strong class="ph b">Org</strong> field, start entering an organization name.</li>
<li class="li">Select the organization name from the suggested matches.<p class="p">Your update is saved
automatically.</p>
</li>
</ol>
</div>
<p class="p">If you add users to multiple organizations, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838309530-Managing-users-in-multiple-organizations-Plus-and-Enterprise-" target="_blank">Managing users in multiple organizations</a>.</p>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_ebz_dtn_bc">
<h2 class="title topictitle2" id="ariaid-title4">Restricting agents to an organization</h2>
<div class="body">
<p class="p">One of the options you have for managing ticket workflow and controlling agent access to
tickets is to add them directly to an organization and then restrict their access privileges
to that organization. You must be an administrator to set this up.</p>
<p class="p">On Enterprise plans, you can restrict access to an organization for all agents in a custom
role, but you can't restrict access on an individual agent level. </p>
<div class="p">
<strong class="ph b">To restrict agents in a custom role to an organization (Enterprise)</strong><ul class="ul" id="topic_ebz_dtn_bc__ul_ukh_dr3_wqb">
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408882153882-Using-custom-agent-roles-Enterprise-#topic_cxn_hig_bd" target="_blank">Create or edit a custom agent role</a> and set ticket
access to <strong class="ph b">Requested by end users in this agent's organization</strong>. You can restrict a
custom role to one or multiple organizations. </li>
</ul>
</div>
<p class="p">On Team, Growth, and Professional plans, when you restrict agent access to tickets within
their organization, those agents can no longer update end user information or add end users
to tickets, and they can't view end user information on the Customers page.</p>
<div class="p">
<strong class="ph b">To restrict an agent to an organization (Team, Growth, and Professional)</strong><ol class="ol" id="topic_ebz_dtn_bc__ol_knm_5l2_ck">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_people_icon.png">
<strong class="ph b">People</strong> in the sidebar, then select <strong class="ph b">Team &gt; Team members</strong>.</span></li>
<li class="li">Click the agent that you want to edit, then, on the agent's page, click <strong class="ph b">Manage in
Support</strong>.</li>
<li class="li">Under <strong class="ph b">Access</strong>, select <strong class="ph b">Tickets in agent's org.</strong>
</li>
<li class="li">Under <strong class="ph b">Org</strong>, select the name of the organization, or you can enter a new
one.<p class="p">If you are on the Growth or Professional plan, you can add more than one org,
if you want to restrict the agent's access to multiple organizations.</p>
<p class="p">Your
update is saved automatically, so when you are finished you can navigate
away.</p>
</li>
</ol>
</div>
<p class="p">Regardless of the groups they belong to, agents will only have access to the organization's
tickets.</p>
<div class="note">
<span class="notetitle">Note:</span> Notwithstanding ticket access restrictions, CC'ing an agent on any ticket lets the agent
receive email notifications of all public and private updates to the ticket. </div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_kwp_zcf_bc">
<h2 class="title topictitle2" id="ariaid-title5">Creating views by organization</h2>
<div class="body">
<p class="p">You can use organizations when creating views and business rules. </p>
<p class="p">For example, a common use for organizations in a view is to monitor ticket activity.</p>
<p class="p"><img class="image img-screenshot" height="NaN" id="topic_kwp_zcf_bc__image_e5d_lsc_ty" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/orgs_view_example.png" width="NaN"></p>
<p class="p">This view displays unsolved tickets that are assigned to an organization named
<em class="ph i">Customers</em>. </p>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested1" id="topic_ys3_pqc_4qb">
<h2 class="title topictitle2" id="ariaid-title6">Deleting an organization</h2>
<div class="body">
<p class="p">You can delete an organization as needed. You must be an administrator or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408882153882" target="_blank">agent in a custom role with permission</a> to delete
organizations.</p>
<div class="note">
<span class="notetitle">Note:</span> When you delete an organization, any business rules you set up using
the organization you deleted will no longer function properly.</div>
<div class="p">
<strong class="ph b">To delete an organization</strong>
<ol class="ol" id="topic_ys3_pqc_4qb__ol_yxc_yf2_ck">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Support</a>, click
<strong class="ph b">Organizations</strong> (<img class="image" id="topic_ys3_pqc_4qb__image_ysk_mrz_lqb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/organizations_icon.png">) in the sidebar.</span></li>
<li class="li">Find the organization you want to edit and then click on the organization's name.</li>
<li class="li">Click the options arrow in the upper right, then select <strong class="ph b">Delete</strong>.<p class="p"><img class="image img-screenshot" id="topic_ys3_pqc_4qb__image_bvz_hfd_54" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/organization-options.png"></p>
</li>
<li class="li">Confirm that you want to delete the organization.<p class="p">Any users that were assigned to the
organization will be removed from the organization (since it doesn't exist anymore)
and the organization will be removed from any tickets it was assigned to. Any business
rules you set up using the organization you deleted will no longer function
properly.</p>
</li>
</ol>
</div>
</div>
</div>
<script id="docs-schema-markup" type="application/ld+json">{
"@context": "https://schema.org",
"@type": "TechArticle",
"@id": "https://support.zendesk.com/hc/en-us/articles/4408846640410",
"url": "https://support.zendesk.com/hc/en-us/articles/4408846640410",
"headline": "Managing organizations",
"description": "You can manage organizations by editing settings, adding users, restricting agent access, creating views, or deleting organizations when needed.",
"articleSection": "End users and organizations",
"datePublished": "2021-10-16T05:34:04+00:00",
"dateModified": "2026-08-08T00:03:04.710860+00:00",
"inLanguage": "en",
"mainEntityOfPage": {
"@type": "WebPage",
"@id": "https://support.zendesk.com/hc/en-us/articles/4408846640410"
},
"author": {
"@type": "Organization",
"name": "Zendesk",
"@id": "https://www.zendesk.com"
},
"publisher": {
"@type": "Organization",
"name": "Zendesk",
"@id": "https://www.zendesk.com"
},
"isPartOf": {
"@type": "WebSite",
"name": "Zendesk Help",
"@id": "https://support.zendesk.com/hc/"
},
"about": {
"@type": "SoftwareApplication",
"name": "Zendesk",
"@id": "https://www.zendesk.com",
"softwareAddOn": {
"@type": "SoftwareApplication",
"name": "People and access",
"@id": "https://support.zendesk.com/hc/en-us/sections/5283086413338"
}
}
}</script>
</body>