How to create a company profile

Overview

Creating a Company entry allows you to group users, tickets, and assets under a specific organization. A key feature is the ability to link email domains to a company. When configured, any new user who signs up or submits a ticket from that email domain (e.g., @booldesk.com) will automatically be assigned to the correct company, automating organization and reporting.

Step-by-Step Guide

1. Navigate to Company Settings

Access the company management section from the general settings.

• From the main menu, go to Settings (1).

• Under the General section, click on Company.

• Click the Add Company button in the top right corner.

2. Configure Company Details

In the "Add Company" window, define the organization's details.

• Name: Enter the official name of the company (e.g., BoolDesk).

• Email Domains: Enter the email domain associated with this company (e.g., @booldesk.com).

  • Note: This is a powerful automation feature. BoolDesk will automatically link any user or ticket originating from this domain to this company profile.

• Click Save to create the company record.