Multi-Project Setup
Multi-project setup
Most organizations support more than one product. Auxilium’s project model lets you run isolated support streams – each with its own channels, SLA policies, tags, and customer portal – while sharing a single agent pool and customer database.
When to use multiple projects
A single project works when you have one product with a unified support experience. Multiple projects become valuable when:
- Different products have different SLA targets. An infrastructure product may require a 15-minute first response; a consumer app may allow 4 hours.
- Different teams own different products. Engineering handles the API platform while Customer Success handles the onboarding tool. Each team wants its own ticket queue.
- Customers expect separate portals. Each product has its own brand, domain, and self-service portal.
- Channel configurations differ. Product A uses email and Slack; Product B uses email and WhatsApp.
Example: three-product organization
Consider a company with three products: CloudStore (e-commerce platform), MobileApp (consumer mobile application), and AdminPanel (internal tools).
Tenant: Acme Corp
|
+-- Project: CloudStore
| Channels: Email, Web Widget, Slack
| SLA: First response 1 hr, Resolution 24 hrs
| Portal: support.cloudstore.com
|
+-- Project: MobileApp
| Channels: Email, WhatsApp, Apple Messages
| SLA: First response 4 hrs, Resolution 48 hrs
| Portal: help.mobileapp.com
|
+-- Project: AdminPanel
Channels: Email, Microsoft Teams
SLA: First response 30 min, Resolution 8 hrs
Portal: support.adminpanel.internal
To set this up, navigate to the Projects page and click Add Project three times, creating one project for each product with its own name, slug, and description. After creating the projects, configure each one independently with its own channels, SLA policies, and portal settings.
What gets scoped to each project
Every project maintains its own isolated set of resources:
| Resource | Scoping behavior |
|---|---|
| Tickets | A ticket belongs to exactly one project. Agents see project-specific queues. |
| Channels | Each project configures its own email inboxes, web widgets, Slack channels, etc. |
| Tags | Classification tags are defined per project, so “billing-issue” in CloudStore is separate from “billing-issue” in MobileApp. |
| SLA policies | Response and resolution targets are set independently per project. |
| Customer portal | Each project can have its own branded, white-labeled portal. |
Meanwhile, these resources are shared across all projects:
| Resource | Scoping behavior |
|---|---|
| Agents | All agents can work tickets in any project. Access is controlled by role, not project. |
| Customers | A customer exists once and can submit tickets to any project. |
| Departments | Organizational structure spans the entire tenant. |
Cross-project dashboard views
The dashboard supports both tenant-wide and project-scoped views. Use the project selector at the top of the dashboard to switch between them:
| View | How to access | Best for |
|---|---|---|
| Tenant-wide | Leave the project selector on “All Projects”. | Operations managers monitoring overall health across all products. |
| Project-scoped | Select a specific project from the selector. | Team leads focused on a single product’s metrics. |
The tenant-wide view aggregates KPIs, channel breakdowns, and SLA alerts across all active projects. Switch to the project-scoped view when diagnosing issues or reviewing performance for a specific product.
Planning your project structure
Before creating projects, consider these questions:
| Question | Guidance |
|---|---|
| Do the products have different SLA requirements? | Separate projects let you define independent SLA policies for each. |
| Do different teams own different products? | Separate projects give each team a focused ticket queue. |
| Do customers need separate portals? | Each project gets its own portal with independent branding. |
| Do the products use different support channels? | Channel configuration is per-project, so separate projects keep things clean. |
| Is it one product with multiple modules? | A single project with tags for each module may be simpler than multiple projects. |