As an admin, you can assign roles that grant access to specific sections of the admin area.
Easy Role Assignment
As an admin at desk.ly, you can assign specific roles to various users and manage their permissions. This ensures efficient and targeted use of the platform.
Assigning Roles to New Users
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Log In
Log in to desk.ly as an admin.
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Access User Management
Open the admin area and navigate to User Management. You’ll find it under the “User Management” section labeled “Users.” -
Add New User
Click on "Add User" and fill in the required information. -
Set Role
In the "Permissions" section, select the desired role (Standard user, Analyst, Manager, Admin). The Analyst and Manager roles can be restricted to specific locations if needed. If not specified, these users will have access to all locations by default. -
Save
Confirm the entries by clicking "Create User." The new user now has the assigned role and associated permissions.
Adjusting Roles for Existing Users
Roles can also be adjusted for existing users. To do this, select the appropriate person in User Management, click "edit," and change the desired role in the "Roles and Permissions" section. Confirm these changes by clicking "Save Changes." The Analyst and Manager roles can also be restricted to specific locations here if necessary.
Important!
Only admins can assign and change roles.
By carefully assigning roles, you ensure that users have precisely the rights they need to perform their tasks optimally.
Do you have any further questions?
You can contact our support team at any time by email (support@desk.ly). From Monday to Friday between 9 a.m. and 5 p.m., we are also available via live chat and/or by phone at +49 541 9625 9040.
You also have the option of contacting our support here via the Help Centre. To do so, use the button "contact the support team here", which you can find in the top right-hand corner.