Instead of adding more users to the system manually, you can choose to bulk import the users to the system at one go.
Go 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. Click on the User Management button.
In the User Management page, click on the 'Import Users' button. Next, select the 'Download sample file' from the system. Fill in the fields that are shown in the templates. Once you have done, upload the template to the system by clicking on the Browse.
Click on the Next button. In the Mapping Stage, you can find out if spreadsheet fields are matched to the CRM fields. If matched, the status of the field will be reflected as matched. Click the Next button. Verify all the data of your users as shown. If there is an invalid record, you can make your adjustments here. Click the 'Next' button right after you confirm the data is accurate.
Finally, you will be informed that the data is successfully imported. Click on the 'Export log' to download the data to your desktop. To remove the record, click on the 'Clear History' button.
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