Within Teamwork Desk, you can create companies to group and manage your customers.

In the Customers area of your Desk account, select the Customers tab.

To create a new company, click the + icon in the top right corner.

In the Add Company modal, you can add the details for the new company.

Company options:

  • Company Name - add a name for the company (required)
  • Domains - add email domains to the company to automatically add those customers to the company
    • For example, if you added teamwork.com as a domain, all new and existing tickets from customers matching the inputted domain(s) will automatically be added to the company
    • You can add multiple domains for a company
    • A domain can only be associated with one company
  • Customer Portal Permissions
    • Customer can view personal tickets only - when the customer logs into their portal account, they will only see their own personally submitted tickets
    • Customer can view all tickets submitted for this company - if the customer portal is enabled, all customers in the company will be able to view all of the tickets submitted by all members.
  • Add more info:
    • Email Address
    • Office Phone
    • Cell Phone
    • Fax
    • Website
    • Industry
    • Address
    • Details - any notes added here will appear at the top of the company's 'Overview' section
  • Logo - add a logo image for the company
Note: The Companies feature is available on the Pro plan or higher.