You can add users to an organization at the time they are created or later by editing their profile. You can also include users' organizations when importing new users in a bulk import operation. Administrators and agents can add users to organizations.
On the Team plan, users can belong to only one organization. On Professional and Enterprise, users can belong to multiple organizations, up to 300.
To add a user to an organization
- Click the Admin icon (
) in the sidebar, then select People. - Click End-users (or Administrators, or Agents).
- Find the user you want to edit and then click Edit.
Alternatively, you can search for the user.
- Select an organization from the drop-down list under Organization.
Your update is saved automatically, so when you are finished you can simply navigate away. You can change the user's organization at any time by editing their profile. End-users cannot change their own organization (administrators and agents can).
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