Organizations

What are worth for?

Organizations are used to Register, Edit or Delete organizations or companies that are served by your team.

Why is it necessary to register an organization?

It is necessary to register organizations so that later it is possible to segment clients and projects according to the organization they belong to.

When should it be done?

This action must be performed before creating Service Groups or customers

Who should do?

And it can be performed by the contracting user of the taskier platform or users that he defines who can access this resource through new access profiles.

To register an organization, just go to Menu     → Management     →     Organizations     →     Add organization

To register, we will put the name of the organization, the website and the phone number.

Once everything is filled in, just click on register to complete the organization's registration.

In this tutorial it was presented how to configure organizations, if you still have any questions please contact our support via email [email protected]