Cayzu Help Desk Support



How can I add a company to my Cayzu support portal?

Created: 11/14/2018
Article #: 31


A company in Cayzu is an organization that you will then be able to track and support within the help desk.  A company is set up as a hierarchy and can contain associated contacts (users), assets & tickets.   

 

To add a company to your Cayzu help desk portal, follow these steps:

Step 1. Log in to Cayzu help desk portal

Step 2. Click on Contacts

Step 3. Click on "Add Company" on the right.

Step 4. Fill in the details and click Save.

Step 5. The new company will appear in your list (By default it shows contacts, so you would click on "View by Company" on the right).

Note: To associate contacts manually to a company, see this FAQ.  To automatically associate a contact to a company by domain name, see NOTE 2 below.  

 

Note2: By default each company will have at least one associated domain (example: abc.com).  Any tickets that come in from an email that matches the company's domain(s) will be automatically associated to that company.  (Example: ted@abc.com would be automatically associated to the ABC company.

 

Want more information on Cayzu Helpdesk, visit: www.cayzu.com 







Rate this FAQ:
Rating: 0.00 / Votes: 0