Adding and managing organizations

Organizations in SmartFeedback are separated workspaces containing your Business Locations.

Each organization allows you to:

• Collect feedback and boost the online reputation of each of your business locations
• Analyze feedback for each business location separately
• Determine the NPS, CSAT, and CES scores for both individual business locations and the organization as a whole
• Invite teammates to collaborate
• Organize and manage integrations

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Adding organizations

Step 1. Access the add organization option

• Click on the organization dropdown menu in the top navigation bar
• Select Add Organization

Alternatively:

• Click the Settings button in the sidebar menu
• From the Organizations tab, click Add Organization

Step 2. Name your organization

• Enter the name of your new organization
• Click Next

Step 3. Specify your business location

• Provide the name or address of your business location
• Click Save

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Editing organization name

Step 1. Access the organization tab

• Click the Settings button in the sidebar menu

Step 2. Update the organization name

• Click the three dots icon next to the organization you want to edit
• Select Edit
• Enter the new organization name in the pop-up window

Step 3. Save your changes

• Click the Update button to update your organization's name

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Deleting an organization

Step 1. Access the organization tab

• Click the Settings button in the sidebar menu

Step 2. Delete the organization

• Click the three dots icon next to the organization you want to delete
• Select Delete
• In the pop-up window, confirm by typing the organization name
• Click Delete to permanently remove the organization

⚠️ Warning: Deleting an organization is irreversible and will remove all associated business locations, surveys, and responses.