Within Teamwork Desk, you can add customers to companies on your site.

🔑 Only site administrators and agents with the profile permission to manage companies can manage companies and which customers are associated with each company.

  1. Select People from Teamwork Desk's main navigation menu.
  2. Switch to the Companies tab.



  3. Select the relevant company in the list to open the company's profile.
  4. Switch to the company's Customers tab.
  5. Click Add Customer in the top right.

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  6. Select one or multiple existing customers to add to the company. You can also click the Add new customer option at the bottom of the window to create a new customer.
    1. If an existing customer is already domain matched to another company, that user will be greyed out and not selectable.

  7. Click Add selected.
  8. Review the selected customers. Any customers currently in companies (not domain matched) will be listed in a confirmation modal. You can choose to move all of the selected customers or uncheck any you do not want to move from their existing company.
  9. Click Move Customers to complete the process.
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For more information, see: Adding a Company