How best to set up for supporting multiple customers

Discussion in 'Installation, setup, upgrading and importing' started by Bruce Berger, Jul 10, 2012.

  1. Bruce Berger New Member

    Our IT Outsourcing organization services more than 25 customers. If there are others with similar requirements, how have you set up Resolve to isolate the customers and enable reporting by customer? The obvious thing that comes to mind is using departments for customers, but what if, in the future, we actually want to use internal departments? Can someone point put the pros and cons and what has worked for them?
    Thanks in advance!
    Bruce B
    Bruce Berger, Jul 10, 2012
    #1
    • Kayako Staff

    Gary McGrath Kayako Staff

    Hi Bruce,

    You are actually trying to make it much more complicated than it needs to be :)

    You just need to setup organisations for each of your customers, and then add each relevant user to the organisations to match your customers.

    then when you report, you can simply sort by user or organisation etc..

    ( e.g. pretty much each of your customers your supporting is just an end user, it does not need anymore configuration than that )

    Gary
    Gary McGrath, Jul 10, 2012
    #2

  3. masterctrl1 Reputed Member

    Also, if you define an organization called Acme Company and enter acmecompany.com under the organizatioon's email filter, any time a user from that organization registers or creates an e-ticket the first time, they'll automatically be associated with that association.
    What you can't do is enter the same phone number for each user unless they each have a unique extension.
    masterctrl1, Jul 11, 2012
    #3

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