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Multi-Organization Setup

Tiketti supports multiple organizations from a single user account—perfect for agencies, consultants, or businesses with multiple brands.

When to Use Multiple Organizations

Good use cases:

  • Agency managing support for multiple clients
  • Business with separate brands
  • Consultant with different projects
  • Franchise with independent locations

Consider a single org instead when:

  • One business with multiple departments (use labels)
  • Different product lines for same customers (use labels)
  • Teams in different locations serving same customers

Creating Organizations

  1. Click the organization selector in the header
  2. Click Create Organization
  3. Enter organization name
  4. Set ticket prefix (e.g., “ACME”)
  5. Configure settings
  6. Click Create

Each organization gets:

  • Separate ticket queue
  • Own mailboxes
  • Independent contacts and companies
  • Separate team members and roles
  • Custom settings

Data Isolation

Organizations are completely isolated:

DataShared?
Tickets❌ Separate per org
Contacts❌ Separate per org
Companies❌ Separate per org
Labels❌ Separate per org
Team members❌ Separate per org
Settings❌ Separate per org
User account✅ One login for all

Switching Organizations

From the Header

  1. Click the organization name in the header
  2. Select the organization you want
  3. The page refreshes with that org’s data

Keyboard Shortcut

Press Ctrl+O (or Cmd+O on Mac) to open the org switcher.

Organization Settings

Each organization has independent settings:

General

  • Organization name
  • Ticket prefix
  • Default currency
  • Timezone

Branding

  • Logo URL
  • Primary color

Email

  • Outbound mailbox mode
  • Email signature

Access settings via Settings → Organization.

Team Management

Shared Team Members

The same user can be in multiple organizations:

  1. Go to Settings → Team in each org
  2. Invite the same email address
  3. Assign appropriate roles per org

They’ll see all orgs in their org switcher.

Different Roles Per Org

A user can have different roles in different orgs:

  • Admin in “Agency Internal”
  • Agent in “Client A Support”
  • Viewer in “Client B Support”

Separate Teams

Each org can have completely different team members. No overlap required.

Agency Setup Example

For an agency managing multiple clients:

  1. Create org per client

    • “Client A Support”
    • “Client B Support”
    • “Client C Support”

  2. Set unique prefixes

    • CLIENT-A-1, CLIENT-A-2…
    • CLIENT-B-1, CLIENT-B-2…

  3. Connect client mailboxes

  4. Add team members

    • Add relevant agents to each org
    • Set appropriate roles

  5. Configure billing rates

    • Set hourly rates per org based on client contracts

Best Practices

Naming Conventions

Use clear org names:

  • ✅ “Acme Corp Support”
  • ✅ “Widget Co Helpdesk”
  • ❌ “Client 1”
  • ❌ “Project”

Ticket Prefixes

Make prefixes meaningful:

  • ✅ “ACME” for Acme Corp
  • ✅ “WIDGET” for Widget Co
  • ❌ “A”, “B”, “C”

User Access

  • Review access quarterly
  • Remove users when client relationships end
  • Use Viewer role for stakeholders who just need visibility

Billing Separation

  • Set rates per organization
  • Export time reports per org
  • Invoice clients separately

Consolidation

Merging Organizations

Currently, organizations cannot be merged. If you need to consolidate:

  1. Export data from the org to close
  2. Recreate contacts in the target org
  3. Reference old ticket numbers in new tickets
  4. Delete the old organization

Cross-Org Reporting

For consolidated reporting across orgs:

  1. Export reports from each org
  2. Combine in a spreadsheet
  3. Apply consistent formatting

Deleting Organizations

To delete an organization:

  1. Go to Settings → Organization
  2. Click Delete Organization
  3. Type the org name to confirm
  4. All data is permanently deleted

Next Steps