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Manage Organization Details

Organizations contain a number of details about the Organization, such as the Organization Name, Organization Level Support Contacts and Organization Emergency contact details. You also have the option of synchronising the contact details of the linked accounts to be the same as the contact details of the organization. These details will be visible to all users on an account, as well as our technical support team.

To update details for the organization:

  1. Go to the Organization Admin Page by clicking the Organization on the left hand side navigation bar.

  2. Select Organization Details.
  3. Change the fields you wish to update.
    • Organization Name is required.
    • Organization Support Contacts are required.
    • Organization Emergency contacts are optional but recommended.
  4. Press Update Organization Details.
  5. In the Synchronise Details to Accounts section you will be able to see the linked accounts whose contact details are different to the contact details of the organization. You could update those accounts to have the same contact details of the organization by selecting them individually or by the Select All button and then selecting Synchronize Organization Contacts to Accounts.
By Instaclustr Support
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