Organizing Client Requests in monday.com with the Companies Module

What is the Companies Module?

The Companies module groups the people who send you requests by the organization they belong to. It is built for B2B service teams, agencies and internal departments that handle requests from several clients or teams and want to see them per organization instead of per individual contact.

Why is it useful?

• Automatic grouping: Connect a company's email domain and every future contact from that domain is added to the company, so their requests on your monday.com board are tied to the same organization.

• Shared visibility for the client: You can let people from the same company view and reply to each other's requests in the user portal, which cuts down on duplicate tickets.

• Client segmentation: Keep VIP clients, internal departments (e.g., Marketing, HR) and external vendors apart so you can apply different workflows or SLAs to each.

Step-by-Step Configuration

1. Creating a New Company

To add a client or organization:

1. Go to admin.hipporello.com and open Companies in the left sidebar.

2. Click the New Company button.

3. Enter the Company Name (e.g., Acme Corp, Marketing Department, VIP Customers).

2. Connecting Email Domains

Domains are what make the grouping automatic.

• Company Domains: Enter the domain or domains the organization uses (e.g., acme.com). Separate multiple domains with commas.

• The result: Existing contacts with an @acme.com address are preselected as members, and future contacts from that domain are added to the company automatically.

• Add Specific Email: If the company uses a common email provider (like Gmail), or you only want certain people in it, pick existing contacts or type their exact email addresses here.

A contact can belong to one company at a time. If you select someone who is already a member of another company, they are moved to the new one when you save.

3. Setting Up Permissions

Permissions decide what members of this company can do with each other's requests in the user portal.

• Members can view each other’s tickets: When this is on, a member sees their colleagues' requests next to their own in the portal. If one person has already reported a problem, the others can see it before opening a second ticket.

• Members can reply to each other’s tickets: Members can also reply on a colleague's request, so a client team can follow up on the same ticket together.

A company can also be selected in a form's access policy, under Restrict to Specific Users, to limit that form to the company's members.

4. About Company

The rich text editor at the bottom is for internal context. Use it for the SLA you agreed on, contract details or handling instructions for your support team.

When everything is set, click Confirm to save the company.