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HHelp Center

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.

AdministrationOrganizationSettings