Link or unlink an organization

Add one of your organizations to the enterprise hub so it counts on the Hub Dashboard and uses the hub's message templates, or take it back out.

In the sidebar, open Enterprise Hub, then Workspace, then Organizations. The page address is /enterprise/organizations. You can also press Manage organizations on the Hub Dashboard. The page is titled Enterprise Organizations.

A linked organization belongs to the hub. It counts on the Hub Dashboard, and when it sends an email or text it uses the hub's active message template for any message it has not written its own version of (Set a message template for every organization in the hub). Linking does not put anyone on the organization's team: people still need their own place in each organization to see its customers and work.

Before you start

• In most hubs Nova links organizations for you. You can link or unlink one here only when Nova has handed that control to your hub; otherwise Nova answers that organization management for this hub is controlled in the Platform Console. Ask Nova support instead.
• Your hub role needs permission to link organizations (and to unlink them, for the Unlink button).
• You can only pick an organization you belong to yourself.
• The organization's currency must match the hub's Currency, and the hub's status must be active.
• An organization can belong to one hub only.

Steps

To link an organization:

1. Under Link organization, open Select organization and pick the organization.
2. In the list beside it, pick how it relates to the hub: managed_service (the default), subsidiary, franchise or partner. This is a label for your own records; it does not change what the hub can do.
3. Press Link organization. Nova says Organization linked to hub. and the organization appears in the list as active.

To unlink an organization:

1. Find it in the list. Type in Search or pick a Status to narrow the list.
2. Press Unlink on its row. Nova unlinks it straight away, without asking you to confirm, and says Organization unlinked.

What you see

• Each row shows the Organization, its Relationship and its Status: active while linked, inactive once unlinked.
• An unlinked organization stays in the list as inactive. It goes back to using Nova's own message templates for anything the hub used to supply.
• The Hub Dashboard count of Linked organizations refreshes every few minutes.

If something looks different

• Nova says the organization is already linked to a different enterprise hub: unlink it there first, or ask Nova support.
• Nova says the organization's currency must match the hub's: the two use different currencies. You cannot link it until they match.
• A yellow note says Organization management is currently disabled by entitlement. and the buttons are greyed out: your plan does not include managing organizations from the hub.
• The organization you want to link again is missing from Select organization: the list leaves out any organization shown in the table, including unlinked (inactive) ones. Set Status to active so the old row is hidden, then pick it and press Link organization.
• Nova says an approval request is required: your hub asks for a second person to approve this change, which this page cannot do yet. Ask Nova support.

Open Organizations