Allocating Organization membership
Assigning New user/Reassigning existing user to Organisations
One of the more prominent feature of Zendesk is the distribution of tasks based on workplace environment for each user. When performing syncs between Zendesk and other application, it is common that relocation of organisation is needed. This section will show you various techniques on how you may allocate users to different organizations for different workplace environment.
1) Assigning Organization during creation of the user
You will be able to assign a newly created user to an organization based on the organisation ID or its name.This is done by providing the value in the organisation field in Create New User Step.
If you do not see the Organisation field, click on Add/Remove Optional field, and select Organisation ID
You may also toggle it by clicking on the small error beside the field to use organisation name instead.
2) Updating an exiting user's organisation
Similar to the creation of a new user, you may also update a user's organisation by the update user action. If the user already belongs to an organisation, doing so will reallocate the user's membership from the currently holding organisation to the new updated organisation.
3) Create organization membership action
If you have users that are enabled for multiple organisation membership, you may use the Create Organisation membership action to allocate the user to the organisation
