Right after you have done filling up your company's details on the Go Deskera System, next will need to learn how to add users to the various Products you have subscribed from us.
On the dashboard of the Go Deskera System, click on the 'Switch To' icon at the bottom left-hand corner of the screen. Next, select the 'Administration Settings'. Select the 'User Management' button.
In the user management page, you can oversee all the users you have added to the various Products in our system. For example, if you add Daisy to the system and give her access to Deskera Books, Deskera Sales, and even Desk Shops, 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.
To add more users to each specific Product, click on the Add Users button. Next, fill in your employee name, phone number, designation, employee ID and their address. Click on the drop-down under the Assign Roles section. Here, you can choose the Product for your users and assign a role for them. Alternatively, you can also assign roles for your users in the Users Summary List page.
Click on the 'Add Another User' button to add more users to the system and finally select the 'Save' button. The newly added users will be reflected on the Users Summary List.
In the following article, find out more about how to bulk import users to the system.