Do I have to edit each user and assign them to a permission group or is there an easier way?

Use the easy import template for the desk sharing tool.

The new permissions feature has a user import so that each user does not have to be edited individually in desk.ly. For this purpose, we can provide you with a list in which the permission groups for the individual users can be maintained and then uploaded.

You can find detailed instructions on the feature here ➜

This is how it looks like:

1. Go to the user section in the admin area.

Do I have to edit each user and assign them to a permission group or is there an easier way_1

2.By clicking on "Import template", the import template from desk.ly will be sent to you via e-mail. There you can download the file and open it in Excel or Google Spreadsheet.

Do I have to edit each user and assign them to a permission group or is there an easier way_2

3. Edit the current users and store the permission group for each person under COMPANY, DEPARTMENT, TEAMS.

Do I have to edit each user and assign them to a permission group or is there an easier way_3

4. Save the file as a CSV file and then re-upload it in the user section via "Import users".

Do I have to edit each user and assign them to a permission group or is there an easier way_4

Also watch our short video on the import template on YouTube ➜