We have added per client 1 organisation. But actually all those organisations belong to one organisation so to say (displayed as AMAG). How can I add all the different AMAG locations to the one main organisation? If I click on an organisation I only see the customers for that organisation and I cannot edit anything. The three dots in the upper right corner states: - edit name - manage email domains - remove from project

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Ticket System: merging organisations

Pascalle Leeuwerink_6yiwah

We have added per client 1 organisation. But actually all those organisations belong to one organisation so to say (displayed as AMAG).

How can I add all the different AMAG locations to the one main organisation?

Screenshot 2025-03-17 170917.png

If I click on an organisation I only see the customers for that organisation and I cannot edit anything.

Screenshot 2025-03-17 171139.png

The three dots in the upper right corner states:

- edit name

- manage email domains

- remove from project

Accepted answers

Jovin

Hey @Pascalle Leeuwerink

The organizations for customers cannot be added as a member of another Organization, but a single user can be added to multiple organizations (e.g. they could be in AMAG and AMAG Basel).

If you want to merge two, you'll need to move the members across by adding them all to the correct organization, then once it's empty you can remove it from the project, reducing the overall count of organizations.

Did that help? If not, please let me know more details about what you wish to achieve 😊

All comments

Jovin

Hey @Pascalle Leeuwerink

The organizations for customers cannot be added as a member of another Organization, but a single user can be added to multiple organizations (e.g. they could be in AMAG and AMAG Basel).

Did that help? If not, please let me know more details about what you wish to achieve 😊

ELFAPP Technologies

Hi @Pascalle Leeuwerink

This is the way to go about it, and if you require a way to do these tasks in bulk, you can use our app BulkOps Pro to make this process less cumbersome.

Pascalle Leeuwerink_6yiwah

@Jovin thank you for your reply. How can I move the members? If you look at the second print screen I do not have options to assign a different organisation to the member.

Jovin

Hey @Pascalle Leeuwerink

You'll need to look at from the perspective of adding customers to the Organizations, rather than Organizations to the customers.

You can see the blue "Add Members" option on the Organization, there you can add up to 50 at once. To remove a member from an organization, click the little "Trash Can" icon at the far right of their row.

You could also look to leverage the APIs for Organizations to retrieve, check and add, but that would need to be tested & handled appropriately. See the API References here:

Hopefully that helps!

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