How to add a new organization

Add, lock, or unlock Mindful organizations.

Restriction: This feature or information is available to Medallia employees only and it is not to be shared outside the company.

As a Mindful Callback Platform Admin administrator, you can create organizations for clients or internal teams.

  1. On the Organizations page, click Add Organization.

    This opens the New Organization modal window.

    image of the new organization window
  2. Configure the required fields:

    • Organization ID — Leave this field blank to receive an auto-generated ID upon saving, or enter the existing Mindful Callback UUID.

      If you're not sure where to get the Mindful Callback UUID, follow the instructions in Access a client's Mindful UUID.

    • Name — Enter the name of the organization.

      Users will see this name in the UI, so it should be short but distinct.

    • Locked — If you need to retire an organization, select the this checkbox before saving.

      Important:
      • Organizations cannot be deleted. However, they can be locked so users cannot log in to them. This applies to all users in the locked organization.

      • Anyone with permission to edit an organization can unlock it, as well.

      • An organization's data is retained while it is locked. That data will be available for use as soon as it is unlocked.

    • MFA Required — Select the checkbox to require multi-factor authentication (MFA) for all users in this organization.

      To learn about the client experience setting up MFA, see How to enable multi-factor authentication (MFA) for an organization.

  3. Click Save when finished.