The organization gives you centralized control over all your accounts and users. Any user who signs up for the Freshworks product is marked as the Organization Administrator (Org Admin). Org Admins can control security settings like password policy or custom SSO, user management, and billing from the Organization dashboard.

To add users to the Organization,

  1. Go to the Organization Dashboard > Users.

  1. Click the + Add User button. The Add User overlay appears.

  2. Fill in the first name, last name, and email address.

  3. Choose if the user to be added is an Org user who can view and modify only their own user profile or an Org Admin with elevated privileges to view and modify user roles.

  4. Choose the Accounts to which the user should be a part of, and assign the respective roles in the particular account.

  1. Click Add User.