Manage organization setup

Introduction

For customers representing larger organizations we offer the possibility to reflect their organizational structure within their Userlike account. The Organizations feature allows you to create new sub-organizations in addition to the default organization which is provided for every account. You can easily group your Operators and Chat Widgets into such independent units with separate settings and data repositories, making your account easier to manage and more secure.

TopicDescription
Adding organizationsHow to add a new organization to your account.
Using multiple organizationsThings to know when using multiple organizations.

Adding more organizations

As owner of an account that is on our Custom plan, go to the "Organization" overview in the "Company" section. Here you find a usage summary of your account and a list of all currently existing organizations. Click "Add Organization" to add a new one:

For each new organization you can define a language, location settings as well as storage and privacy settings for all collected data:

On the same page you can create the first Operator for your new organization. Other organization-specific assets like the first Chat Widget and an own Operator group are automatically created.

By default, new Operators will have the Manager role, which means they are capable of creating more Operators in the new organization (more on roles). When you are finished, click "Create Organization" (screenshot continued from above):

A dialog window will inform you about the successful creation of the new organization and the new Operator. It also contains the new Operator's initial account credentials, which will also be sent to the Operator's email address.

The new organization now appears in the overview and its assets have already been taken into account in your usage statistics.

Newly created Operators are informed about the account creation via email, which also provides their initial credentials. They can now log into the Userlike Dashboard, change their credentials and further set up the new organization, e.g. by customizing its Chat Widgets and adding further Operators.

Using multiple organizations

When using multiple organizations, keep the following in mind:

Each organization requires at least one Operator

This means that each new organization affects your total number of eligible Operators - if your chosen plan allows for a total of 50 Operators, you can at most have 50 organizations. This is especially important with respect to the following point:

Operators cannot be moved between organizations

An Operator always belongs to the organization it was created in and cannot be transferred to other organizations. Plan well ahead how many organizations you want to create and how many Operators you need for each.

Chats cannot be forwarded between organizations

Organizations are completely separate units, which also means that you cannot forward chats between them. In general this is an advantage, but keep it in mind and staff your single organizations appropriately so they can handle chat peaks.

Only Owner roles and special Operators can switch between organizations

When using the Dashboard, normal Operators will only see data belonging to their organization, no matter which role they have. Only the Owner and Operators explicitly 'promoted' by the Owner can switch between organizations by using their personal menu in the top right corner:

All other Operators merely see the name of the organization they belong to.

Deleting an organization deletes all corresponding data

Deleting an organization **cannot be undone** and will erase all data belonging to that organization: Operators, Chat Widgets, and stored chat transcripts. The "Delete" confirmation dialog will inform you about how many Operators and Chat Widgets will be affected if the deletion is confirmed. To prevent accidental confirmation, you have to enter the organization's name before you can click the "Delete" button: