Within Teamwork Desk, you can manage your
customers by adding them to different
companies.
Note: The Companies feature is
available on all subscription plans, however
some aspects of the feature are gated to the
Premium plan and above. See the full feature
breakdown at the end of this article.
By using companies to group related
customers, you can categorize and track
tickets based on the company they're
associated with.
You can view, create, and manage
companies on your site via the Companies subsection of the
main People area.
When creating a
company,
you can set a company name and add
more
information such as email address,
industry,
and website. You can also apply one or
multiple email domains to the company
that
will automatically add customers to
the
company based on their email
domains.
For each company, you can also
set a default permission option
for
customers viewing tickets via your
Customer Portal.
Note: The ability to
allow customers view company tickets is
available on Premium subscription plans
and above.
Converting
organizations
The companies feature
replaces
the concept of the organization field
associated with customers in Teamwork
Desk.
For existing accounts on Starter
and Pro subscriptions, you will be given
an option to convert existing
organizations to companies when you access
the Companies subsection
of the People area.
You will be presented with a
confirmation modal noting the implications of
converting before proceeding.
Note: After
orgainzations
have been
converted to
companies, access
to the
organization
field will be
removed from
all customer
profiles on
your
account.
Feature comparison
While the Companies feature
is
available on all subscription plans,
certain aspects of the feature are
only accessible on Premium plans and
above.
| Features | Starter | Pro | Premium &
Enterprise |
|---|---|---|---|
| Create companies | Unlimited | Unlimited | Unlimited |
| Company profile | ✔ | ✔ | ✔ |
| - Company overview | ✗ | ✗ | ✔ |
| -
Company
stats | ✗ | ✗ | ✔ |
| -
Company
happiness | ✗ | ✗ | ✔ |
| - Company details
(notes) | ✔ | ✔ | ✔ |
| - Time | ✗ | ✔ | ✔ |
| Domain matching | ✔ | ✔ | ✔ |
| Customer
portal
permissions | |||
| - Can view personal
tickets | ✔ | ✔ | ✔ |
| - Can view all company
tickets | ✗ | ✗ | ✔ |
| Company CSV import | ✔ | ✔ | ✔ |
| Company based triggers | ✗ | ✗ | ✔ |
| Company
filtering | |||
| - In Search | ✔ | ✔ | ✔ |
| - In Reports | ✗ | ✗ | ✔ |
| Account info. in tickets | ✔ | ✔ | ✔ |
| Company preview | ✔ | ✔ | ✔ |
| - Company stats &
happiness | ✗ | ✗ | ✔ |
| Customize
columns | |||
| - Company column | ✔ | ✔ | ✔ |
| Company
reports | |||
| - Time > Most expensive
companies | ✗ | ✗ | ✔ |
For more information,
see: Viewing a
Company's Profile