Using the Organizations View Page

For Organizational Admins who have access to and manage multiple organizations… well, first off, well done, because that’s a big task! Secondly: there’s finally a place to help keep tabs on everything.

The organizations view page is built for helping Admins manage their organizational responsibilities with several organizations’ tools at their fingertips. It can be found on the upper-right hand side, under your name drop-down.

The organization page contains a list of organizations to which the logged in user has access, with heads-up numbers: all orgs the Admin is an org Admin for, the amount of textable contacts in each org, the amount of agents in an org, and how many active goals each org has running. You can also search for organizations by names here.

NOTE: Organization search is case sensitive.