Administration
Adding Organization Details
Learn how to configure your organization profile, primary information, currency locale, primary contact, and address details.
Adding Organization Details
Configure the organization information used by your Helpdesk account.
Organization settings contain the primary profile, contact, locale, and address information for your organization.
Organization Profile
The Organization Profile section contains the main information that identifies your organization.
Logo
Upload the organization logo displayed where organization branding is supported.
Organization Name
Enter the official or commonly used name of your organization.
Organization Name is required.
Alias
Enter an optional shorter or alternative name for the organization.
Description
Add a brief description of the organization.
Website
Enter the organization's website address.
Employee Count
Enter the approximate number of employees in the organization.
Primary Information
Primary Information defines the organization's primary contact and currency locale.
Primary Contact
Select the primary contact for the organization.
Primary Contact is required and receives important account notifications.
Currency Locale
Select the currency used by the organization.
Currency Locale is required and affects currency formatting and reporting going forward.
Address Information
Use Address Information to maintain the organization's location and contact details.
You can configure:
- Street
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
Keep these details current so the organization profile contains accurate contact and address information.
Updating Organization Details
Open Settings → Organization and select Edit.
Update the required organization information and any optional profile or address details, then select Update to save the changes.