Managing Contacts Across Multiple Brands in BoldDesk

Overview

In BoldDesk, contacts are managed at the organization level, allowing for a unified user base across all brands within the organization. This streamlined approach ensures that contacts are not tied to any specific brand and can interact with multiple brands if they have access to the relevant portal URLs.

Essential Information

1. Organization-Level Contact Management

   • Contacts in BoldDesk are stored at the organization level.
   • This centralized system enables contacts to create tickets for any brand, provided they know the respective brand’s portal URL.

2. No Brand-Specific Contact Assignment

   • Currently, there is no functionality to assign contacts to specific brands.
   • The system is intentionally designed to maintain a shared user base across the organization, enhancing flexibility and simplifying management.

3. Contact Creation

   • When creating new contacts, there is no field available for specifying brand identification.

Example

If your organization supports Brand A and Brand B, a user with the email alex@example.com can create tickets for both brands, as long as they know and visit each brand’s portal URL.

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