Organizations Dashboard
The Organizations dashboard serves as the main entry point for viewing and managing different business organizations that the user has permission to access within the Support Suite. This view provides a high-level overview of each organization, including key details at a glance.
- Name: The name of the organization, which is a clickable link to access its specific details and accounts.
- Type: The classification of the organization (e.g., "Reseller").
- Accounts: The total number of accounts associated with that organization.
- Status: The current state of the organization (e.g., "Active").
Organization Details View
Clicking on an organization's name from the main dashboard navigates to a detailed view for that specific organization. At the top of the screen, you can see the organization's name, ID, and its parent ID. On this page, you can manage the organization's settings and create new accounts under it. From this screen, you can:
- View a list of all accounts associated with the organization.
- Access Default settings to configure the organization's general and specific parameters.
- Click "Create account" to provision a new account under this organization.
Organization Settings (General)
Clicking "Default settings" opens a pop-up window for the Organization settings management.
The tab allows you to manage basic information about the organization.
- Organization name: The name of the organization.
- Organization type: The type of organization.
- Support link: A link to the organization's support website or email address.
- Default language: The default language for newly created accounts under this organization.
- Timezone: The default timezone for newly created accounts under this organization.
- Maximum number of licenses per account: The upper limit for the number of licenses an account within this organization can have.
- Price per license: The cost per license for accounts under this organization.
- Terms and conditions link: A link to the organization's terms of service.
Notifications email(s): Email addresses that will receive notifications related to this organization.
Organization Settings (Voice Dialing Permissions)
At the end of the Default settings window, a dedicated section lets you configure voice dialing permissions for new accounts created under this organization. These permissions used to be fixed for every account created under an organization; they can now be configured per organization.
- Voice dialing permissions: Whether new accounts under this organization inherit the main account's dialing permissions, or use their own.
- Low-risk destinations: Dialing permission for low-risk destination numbers.
- Special services number ranges: Dialing permission for special services number ranges.
- High-risk for toll fraud: Dialing permission for destinations flagged as high-risk for toll fraud.
Defaults for new organizations:
- Voice dialing permissions: Own permissions
- Low-risk destinations: Same as the main account
- Special services number ranges: Blocked
- High-risk for toll fraud: Blocked
Note: These settings reflect what an organization already has and apply going forward only — changing them does not affect any existing accounts.
Create Account
Clicking the "Create account" button on the organization's details page opens a new pop-up window to provision a new account. The process is broken into two sections.
The first section, Company information, requires basic details about the new account.
- Company name: The name of the company for the new account.
- Company website: The company's official website.
- Phone number: A primary contact phone number for the company.
The second section, Account Administration, requires details about the administrator of the new account.
- Admin name: The name of the administrator for the new account.
- Admin email: The email address of the administrator, which will be used for account setup.
- Account name: A unique, subdomain-like name for the account (e.g.,
[accountname].mytalkdesk.com). - Account login: The credential method for the account:
- Email and password: Standard login using an email and a password.
- Single sign-on provider: Option to use a third-party SSO provider like Google, Microsoft, or Salesforce.