In the user management page, you can oversee all the users you have added to the various Products in our system.
To add users to the system, regardless of which products, you can add the users right here. Click on the "Add Users" button. Fill in the user's name and email address. Next, assign the products to the users.
There are four different products that you can assign to the users such as:
a) Deskera Sales
- For the guest users, you can only select the role as a user. If it's a paid user, you can assign them as admin.
b) Deskera People
- For the guest users, you can only select the role as a user. If it's a paid user, you can assign them as an admin or manager.
c) Deskera Books
- For the guest users, you can only select the role of an auditor. If it's a paid user, you can assign them as business, admin, or accounting.
d) Deskera Chat
- For Deskera Chat, you can choose from three different roles such as user, manager, or admin.
Once you are done, click on the Save button to add the users to the respective products as chosen. The newly added users will be reflected on the Users Summary List.
If you added Bermuda Lim to the system and give him access to Deskera Books, Deskera Sales, and Deskera People, it will be reflected under the Products column. You can check on the roles she is assigned to for every product she is given access to by clicking on the drop-down arrow.