Manage users

Invite users, assign them to projects, and manage roles.

Before you begin

• You need access to Project Management.

• Create roles first in Role management.

Manage Users

1

Invite a new user

1. Select Invite User.

2. Enter Name and Email.

3. Select the Role and Company.

4. Select Invite User.

Invite User

Invitation form

2

Assign an existing user to the project

Use this when the user already exists in Deskely.

Assign an individual user

1. Select the user.

2. Choose a role.

3. Set start and end dates.

4. Select Assign User.

Assign user

Individual user assignment

Assign users by company

1. Choose the company.

2. Select one or more users.

3. Assign a role.

4. Add designation (optional).

5. Set start and end dates.

6. Select Assign User.

Company user assignment

Troubleshooting

If a user can’t sign or issue records, verify their role permissions and assignment dates.