Authentication

Create your Deskely account from an invitation email, then sign in. Use this section when you’re new to a project. Use it if you need to regain access.

Before you begin

• You need an invitation from a project admin.

• If you didn’t receive an invite, contact your project admin.

• Use the same email address that received the invitation.

Tasks

Task

Create account (invitation) Accept the invite and set your password.

Task

Login Sign in to the web app.

Use Forgot your password? on the login screen to reset your password.

Next steps

After you sign in, confirm you can see the menus you need. Missing menus usually means missing permissions.

Next step

Project management Confirm roles, users, and companies.

Next step

Master data Set up dropdown values used across templates and records.

Next step

Quickstart Get productive in 10 minutes.