Imagine you have just created an account on Deskera Books, Deskera Sales, or Deskera Mobile App. The next thing you will need to know is how to update and manage your company's details on Deskera Cloud.
You can access the Product Switcher by clicking the highlighted icon when you are on Deskera Cloud.
On the dashboard of Deskera Cloud, click the 'Switch To' icon at the bottom left-hand corner of the screen. Next, select 'Administration Settings'. Under 'My Account' section, go to the Company Details tab. Do note that you can find the 'Administration Settings' option in Deskera Books, Deskera Sales, and Desk Shop as well.
Access your Company details in the sidebar menu of Deskera Cloud
In the company details page, you are required to fill in the company information such as:
- Company logo
- Company name
- Your contact
- Email Address
- Fax Number
- Change password here
Once you have completed filling up your company's details, click on the 'Save' button. Next, you are required to fill in your company's address, billing address, and shipping address under the "Manage Addresses" section.
On My Account Dashboard, you can view the various subscription plans you have for Deskera products and your Billing Details.
Lastly, in the Billing tab, users can view the products they have subscribed to from Deskera, the amount they are paying for the products, and the billing details of their debit/credit card. If users are keen to upgrade their plans, they can hit the upgrade plan button here to subscribe to more Modules.
In the next article: Learn more about how to upgrade your plans on Deskera Cloud.