SmarterTrack 12.x Help

Creating New Organizations

To create a new organization, click the Users / Organizations icon and click on Organizations in the navigation pane. The click New in the content pane toolbar. The new organization pop up window contains a Profile tab to set the name, phone number and website for the organization.

After an organization is created, it can then be edited to configure the filters that determine the users that will be associated. To edit an organization, select the organization and choose Edit in the preview pane toolbar. Alternatively, you can double-click on the row to open the pop up window. The organization window will display the following tabs:

Profile

Use this tab to determine the profile settings of the organization.

  • Name - The name of the organization.
  • Website - The organization’s company website.
  • Phone Number - The organization’s phone number.

Filters

Use this tab to configure the filters that will determine the users that are associated with the organization. To add a new filter, click Filters in the content pane toolbar. Then choose Add. A modal window will display the following options:

  • Type - The following types of filters are available:
    • User - Used to add specific users into the organization. To add a user, choose this filter type and enter the username.
    • Email - Used to add specific users into the organization. To add a user, choose this filter type and enter the email address.
    • Domain - Used to add any users whose email address matches the domain name. To add any matching users, choose this filter type and enter the domain name (e.g., example.com).
    • Phone Number - Used to add any users that have a matching phone number in their profile. To add any matching users, choose this filter type and enter the phone number.
  • Value - Enter the corresponding value for the Type chosen. For example, if the Type is domain, the value would be "example.com".

The following tabs for Tickets, Live Chats, Call Logs and Surveys can be used to view the corresponding items for the users within the organization.