Overview Tab

The Overview tab supports the ability to view and edit Organization Information, Billing Information, Buyer Tags, and the option to Suspend or Delete an organization.Organization Detail Fields

Once you select an organization, the Overview tab shows the following fields:

Create a New Organization

While creating an organization, there are 2 types of account ownership for selection:

1. Ownership type
   1. Customer: Service provider is able to perform remote access (depending on if Customer = With Approval or Customer = Approval Without Request)
      1. Customer has full control over the organization
      2. Owner detail is required
      3. Billing information is optional 
   2. Service Provider: Service provider has full control of that organization
      1. Owner detail is not required
      2. Billing information is optional 

• Go to Sales Hub
• Click “+ Create Organization” icon
• Input Organization & Owner Details 
• Click Create

Edit Organization Information, Billing Information & Buyer Tags

• Go to Sales Hub
• Search for the organization by typing any of the following in the search box.
  • Org UUID
  • Org name
  • Purchased Number
  • Customer Reference
  • External Contract
  • Email
  • SIP username

• Select the Overview tab
• Hover the mouse over the relevant section and click the edit icon
• Update the information
• Click Save

Note

No updates, edits, or overrides allowed once Tenant ID has been created during organization creation. 

 

Note

The organization status is displayed directly within the search bar. 

 

Remote Support

When a new organization is created via Sales Hub > Create Organization, an additional approval option is displayed if "Customer" is selected as the Managed By type to enable remote support function.

• If Managed by Type = Customer, an approval process is required.
• If Managed by Type = Customer without approval, the approval step is bypassed.

To enable this workflow for new account, follow these steps:

• Click on Create Organization
• Fill in account information
• Enable or Disable the function `Require approval for remote support`

Switching to customer without approval does not impact the existing ownership status of the organization. You can configure this setting by following the steps below:

• Go to Sales Hub
• Select an existing account
• Click on Overview tab
• Enable or Disable the function `Require approval for remote support`

Note

The approval for remote support displays the following view in Support Hub:

If the required approval is disabled, the following view is shown in Support Hub:

 

Edit Account Ownership Type

The owner or admins of an organization with access to Sales Hub are able to switch the organization managed type between Service Provider and Customer. To perform this action, follow the steps mentioned below:

• Go to Sales Hub.
• Search for the organization by typing any of the following in the search box.
  • Org UUID
  • Org name
  • Purchased Number
  • Customer Reference
  • External Contract
• Select the Overview tab
• Under Organization Information, click on the edit icon next to Managed by section. 
• Change the managed type: Customer / Service Provider

Switch from Service Provider to Customer

When the toggle is switched from Service Provider to Customer, the user must specify the new owner by selecting one of the following options:

• New Owner Not in the Organization: Enter the details of the new owner manually.
• New Owner Already in the Organization: Choose the new owner from the dropdown menu of existing members.

Switch from Customer to Service Provider

Switching the toggle from Customer to Service Provider demotes the current owner and requires the user to assign a new role for them—either an Admin or Member.
Note: The new organization owner defaults to the Admin Organization.

Suspend / Delete Organization 

• Go to Sales Hub
• Input the Organization Name or UUID in the search box
• Select the Overview tab
• Go to Organization Status Control
• Click Suspend to temporarily suspend the organization
• Click Delete to permanently delete the organization

Account Types

The account type assigned during organization creation determines the organization's role in the billing hierarchy: