Deskera FAQs

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General

What is Deskera?

Deskera is a comprehensive suite of Enterprise Applications which help companies run their business processes efficiently. It enables you to create personalized company pages and helps you in carrying out your day to day business operations easily, without the trouble of managing any database and application servers. Deskera helps you achieve an end-to-end view across your business, manage and optimize your business operations and resources, improve operational efficiency and more. As Deskera is a hosted solution – all you need to access Deskera is a browser with an internet connection.

How can Deskera help me run my business better?

Deskera enables you to run your business efficiently by making use of our below listed applications:

  • Customer Relationship Management Suite to manage all your campaigns, prospective and existing customers.
  • ERP Suite to easily manage sales and billing, purchasing, accounts and more.
  • Project Management Suite to plan, execute and manage your projects effectively.
  • Human Resource Management Suite to manage your workforce efficiently.
  • Online Leave and Attendance Management Suite to help you manage your employee attendance and leave records.

Deskera Pricing Plans

Which Deskera Applications do I get when I subscribe to ‘All Applications’?

When subscribing to ‘All Applications’, you get access to the following applications:

  • Deskera Customer Relationship Management
  • Deskera ERP
  • Deskera Project Management
  • Deskera Human Resource Management System
  • Deskera Learning Management System
  • Deskera Leave and Attendance Manager

In addition, you also get access to the following modules inbuilt with Deskera applications:

  • Deskera Document Management
  • Deskera Calendar Management
  • Deskera Email

What type of users can I create in Deskera?

Please help me decide on the number of users required for my organization.

Deskera allows you to easily create user accounts for all stakeholders in your organization. You may create the following user types:

  • In Deskera CRM add user types such as Sales Manager, Sales Executive, Administrator and more.
  • In Deskera ERP add user types such as Accountants, Finance Team Users, Administrator and more.
  • In Deskera Project Management add user types such as Project Managers, Project Members, Team Leads, Administrators and more.
  • In Deskera Human Resource Management System add user types such as HR Manager, Employees, Managers, Administrators and more.
  • In Deskera Learning Management System add user types such as Administrators, Instructors, Learners/Trainees/Students and more.
  • In Deskera Leave and Attendance Manager add all user types such as HR Manager, Employees, Managers, Administrators and more.

To help you decide on the number of users, contact our sales team at sales@deskera.com.

What is White-Labeled feature? What can I do with it?

Deskera offers you a wide range of white-label products that can be easily re-branded and re-sold to earn profits. It allows you to easily customize Deskera applications. This feature is currently available to all Deskera Premium Partners. Learn more about Deskera Partners.

How do I get Support from Deskera? What does it include?

Deskera offers you 24X7 email support when you sign up for any Deskera Application. All your issues related to Deskera Applications would be responded within 2 working days.Deskera Support also includes the following:

  • Ticket Tracker: You can easily report and track issues through ‘Ticket Tracker’ functionality which can be accessed from your Deskera Account.
  • Live Phone Assistance from our Technical Experts.
  • Receive technical guidance – 24×7.
  • Get assistance in product set-up, usability of new features and any technical issue.
  • Let our experts fix the problem for you.

How does the FREE Trial Period work?

Deskera offers you to start using its applications on a free trial basis initially and then to go for an actual subscription. During the Free Trial Period, you can access and use almost all the product functionalities, which not only gives you a hands-on view of the system, but also the flexibility of subscribing it only after realizing its benefits.You will not be charged during the Free Trial Period. Your credit card is only charged after the end of the Free Trial Period according to the subscribed plan. If you choose to cancel your subscription during the Free Trial Period, you will not be charged anything.

How can I get alias Domain?

Deskera offers you the flexibility to use Deskera Applications on your domain. This feature is currently available only when you sign up for the Deskera Premium and Corporate plans.

What is API? How can I use it?

You can share Deskera Application content with other applications as well as other web locations through Deskera API. This feature is currently available when you sign up for Deskera Premium plan.

What is SSL? How does it benefit me?

Secure Sockets Layer (SSL) is a security protocol that provides communications privacy and authentication for all Deskera Applications. SSL Based Encryption ensures enhanced privacy and data security. It helps in server and client identity authentication as well as prevents phishing attacks.

What is SSO? How does it benefit me?

SSO stands for Single Sign-On functionality which is inbuilt with all Deskera Applications. It allows you to easily switch between Deskera Applications without the trouble of logging into each Deskera Application separately. You are asked for login id and password once and can use any Deskera Application without logging in during the current session.

Deskera Sign Up

How do I sign up for Deskera?

Select an application and Sign Up. You can find the prices for these applications at the following links:

What types of payment do you accept? Do you take a P.O.?

We accept online payment through the following Debit/Credit Cards:

Visa, Master, Discover or American Express

Drop us an email at support@deskera.com if you wish to make payments through Purchase Orders, Cheques, Money Order and more.

Any questions before you sign up?

If you have any queries about Deskera, mail us at support@deskera.com and we’ll be happy to help you out.

Deskera Account

Can I change my plan anytime?

You can change the applications which you have subscribed for, depending on your requirement, and you will be charged on ‘per user per month’ basis for each application. Click on the ‘View Subscription History’ under ‘Subscription Details’ on the Dashboard of your Deskera Account for viewing the applications subscribed, plan price, discounts and more. Toggle the applications to change your existing plan anytime. Learn more about the upgrade and downgrade options in the following questions.

How do I upgrade my existing plan?

Upgrading to a new Deskera Plan is easy. Click on ‘Upgrade Subscription’ link under ‘Subscription Details’ on the Dashboard of your Deskera Account. Select the applications which you wish to access and click on ‘Update’ to upgrade your current subscription to a plan having more applications.

How do I downgrade from my existing plan?

View the applications to which you have access currently under ‘View Subscription History’. To downgrade from the current subscription and change the applications subscribed, click on ‘Upgrade Subscription’ and uncheck the checkboxes for the applications which are not required anymore.

How is my credit card charged?

Deskera initially offers a free user and asks for your credit card information only after the expiry of your trial period and when you start creating user(s). You will not be charged during the initial Free Trial Period, if applicable. Your credit card is charged thereafter according to the applications subscribed to and the number of users created. As the plan is per user per month, your next payment would be due after 30 days from the first payment date and so on. You may choose to unsubscribe from an application anytime by clicking on the ‘Upgrade Subscription’ link on your Dashboard and un-checking the module. Please make sure to back up any important data before exercising this option.

How can I view my invoices?

You can view the invoices from the ‘View Invoices’ link on the Dashboard of your Deskera Account. Your current invoice is updated to the invoice list at the end of each billing cycle.

Where can I see my current subscription details?

You can view your current subscription details on the Dashboard of your Deskera Account. You can also view your complete subscription details i.e. current and past subscription details by clicking on ‘View Subscription History’ link on the Dashboard of your Deskera Account.

How do I access the applications I had signed for?

The links for the applications subscribed by you are present on the Dashboard of your Deskera Account. Click on an application to start using it right away.

How do I put my company logo in Deskera Applications?

You can put your company logo through ‘Company Administration’ tab displayed on clicking ‘Administration’ link on the Dashboard of your Deskera Account. The uploaded logo is displayed on the Deskera login page as well as on the top left corner of your Deskera Account.

How can I configure the time zone and base currency for my company?

You can configure company settings through ‘Company Administration’ tab displayed on clicking ‘Administration’ link on the Dashboard of your Deskera Account. Select a Time zone and Base Currency to be used as basic company settings in all Deskera Applications.

How do I create users in Deskera?

You can create users in Deskera by clicking on ‘User Administration’ tab displayed on clicking ‘Administration’ link present on the Dashboard of your Deskera Account. Click on ‘Create User’ under User Management to create users and assign role and permissions for different Deskera Applications.

How can I manage application access for different users?

You can manage user access in Deskera by clicking on ‘User Administration’ tab displayed on clicking ‘Administration’ link on the Dashboard of your Deskera Account. Click on ‘Manage Application Access’ button; select a Deskera Application and assign/un-assign users and corresponding roles for the selected Deskera Application.

How do I use Ticket Tracker?

Ticket Tracker allows you to easily manage and track all your issues related to Deskera Applications. Click on the ‘Open New Ticket’ link on the Dashboard of your Deskera Account to easily enter issue details, priority, status and more. You can also track issues through the link ‘View Tickets’ link present on the Dashboard of your Deskera Account.

How do I change my credit card information?

You can change your credit card information in Deskera through the ‘Change Card’ link on the Dashboard of your Deskera Account.

I suspect some unauthorized activities in my account. How can I check it?

You can track all user activities in the system through Audit Trail records. Deskera maintains an Audit Log of all user activities with details such as Time and IP address to easily locate any user activity.

Contact Deskera Support at support@deskera.com, if you need further assistance.

How can I change my password?

You can change password of your Deskera Account through the ‘Change Password’ link present on the top left corner of your Deskera Account Dashboard.

How can I edit my profile information?

You can edit your profile details including email id and contact details of your Deskera Account through the ‘My Account’ link present on the top left corner of your Deskera Account Dashboard.

I forgot my unique login URL. Please help.

Deskera sends you an email containing your account details after successfully signing up for a Deskera Account. Please search your email account for these details. If you still need help, please send us an email at support@deskera.com from the email id used while creating your Deskera Account. We will mail your account details including unique login URL, username and password to you.

Please bookmark your unique URL login page for future reference.

I forgot my password. Please help.

Open your unique login page URL and click on the link ‘I forgot my username/password’.

Please enter your username or email id for recovering your password. Alternatively, Deskera sends you an email containing your account details after successfully signing up for a Deskera Account. Please search your email account for these details.

If you still need help, please send us an email at support@deskera.com from the email id used while creating your Deskera Account. We will mail your account details including unique login URL, username and password to you. Please bookmark your unique URL login page for future reference.

I forgot my username. Please help.

Open your unique login page URL and click on the link ‘I forgot my username/password’.

Please enter your email id for recovering your username. Alternatively, Deskera sends you an email containing your account details after successfully signing up for a Deskera Account. Please search your email account for these details.

If you still need help, please send us an email at support@deskera.com from the email id used while creating your Deskera Account. We will mail your account details including unique login URL, username and password to you. Please bookmark your unique URL login page for future reference.

How do I cancel my existing subscription?

You may choose to unsubscribe from an application anytime by clicking on the ‘Cancel Subscription’ link on your Dashboard.

Please note that your current data would be lost on canceling your current subscription. Please make sure to backup any important data before exercising this option.

Is there any subscription / termination fee for Deskera Products?

There are no termination fees or hidden costs involved. The price you pay is only the fixed monthly fee that is based on the application(s) you’ve chosen.

How can I cancel my existing subscription?

You can cancel your current subscription from the link ‘Cancel Current Subscription’ on the Dashboard of your Deskera Account. Please note that cancelling your current subscription will deactivate all your users and application access immediately.

You can re-activate your account within the next 30 days and get all your data back. If you choose to renew subscription after the next 30 days, your data may be lost. Please back up any important data, if you choose to renew at a later date. You can also contact our support team at support@deskera.com, if you need any help.

Deskera Support

I have a problem with my Deskera account – who do I talk to ?

Reach us by email at support@deskera.com and we’ll get right back. You can also use the following Help Features:

  1. Getting Started Tips:If you are new to Deskera, get a useful and quick tour of all major features through the Getting Started Tips. The tour will get you started with Deskera within minutes of logging in. Look out for the Getting-Started-Tips icon on the top right corner of your screen for viewing these tips.
  2. Contextual Help:Whenever you need any help regarding any link/button, Deskera provides you with a unique feature, wherein you just need to hover your mouse pointer over that link/ button and view its details (as shown below). my-links
  3. Browse through our “Frequently Asked Questions” to find immediate answers to most of your queries.
  4. Navigate through product related FAQs for Deskera CRM, Deskera HRMS, Deskera Project Management, Deskera ERP, Deskera LMS and Deskera Leave and Attendance Manager.
  5. Find useful tips and tricks on Deskera Blog.

I have problem in accessing some features which are taking a long time to load. I have checked my internet connection which is working normally. Please help.

This might be due to a full web browser cache which can interfere with features and performance of Deskera Applications. The information your browser stores may be incomplete or corrupt. Deleting your browser’s cache and cookies will often fix these issues. In some cases, it may be necessary to clear your browser’s cache more than once and/or restart your computer to completely fix the problem. For instructions, please select your browser below:

If your browser isn’t included, please refer to your browser’s help documentation.

Deskera Apps

Can I personalize Deskera for my company?

Yes. When you sign up for any Deskera product, you get a personalized URL on – deskera.com. Personalize Deskera the way you want by uploading your company logo; specifying your currency and time zone details, holidays and much more.

Can I get Deskera to work with my existing enterprise applications?

Deskera’s Service Oriented Architecture (SOA) facilitates seamless integration with any third party software using REST, SOAP, BAPIs and other XML based APIs. Call us or drop an email at support@deskera.com and one of our experts will get back to you with a solution right away.

Can Deskera be made available in other languages?

Yes, we have implemented Deskera products worldwide in various languages. Which one are you looking for? Drop us an email at support@deskera.com and we’ll get back to you.

What IT infrastructure do I need to run Deskera?

All you need is a computer, an internet connection and a standard web browser installed to get started with Deskera.

Which browsers are supported by Deskera?

Deskera products run on Internet Explorer 7.0 and above, Mozilla Firefox 2.0 and above, Safari, Chrome and Flock. If you have a browser that doesn’t comply with this list – please email us at browser-help@deskera.com and we’ll try to address your issues.

Can I access my email account in Deskera?

Yes, you can configure online email accounts such as Gmail, Yahoo, Hotmail and more via IMAP/POP3 right into your Deskera applications. Access your emails by clicking on the ‘My Emails’ link present at the top bar of your Deskera Application. If you are a new user, configure email settings by clicking on ‘Settings’ button and following the instructions provided in the help for ‘How do I set my Email account?’

Servers

How secure is our data and where is it hosted?

We, at Deskera, take all necessary precautions to ensure that your data is safe and backed up. Our state-of-the-art redundant server cluster is hosted and professionally managed by rackspace, a recognized leader in high-end hosting.

Can I host the application on my servers?

Yes, Deskera offers multiple delivery options catering to the unique requirements of its clients. We deliver customized solutions installed on your servers through our On-Premise delivery model. You will be only charged a one-time license fee. This option is best for organizations who wish to leverage existing resources for infrastructure and hardware maintenance. It helps organizations to safeguard their existing IT investments through fully customized enterprise solutions which can be fully integrated with any other third party software including legacy IT systems.

Security

What is the basic system security used by Deskera applications?

Security is provided at two levels – Preventive and Proactive. Preventive Security is ensured by Role Based Access Control with authentication for restricted access to the system. Proactive Security is ensured through SSL Based Encryption, Single URL application that does not generate any new URL while traversing the application and unique look and feel that prevents phishing attacks.

Can the system support the ability to associate each user to one security role?

Yes, the system allows implementation of role based security measures and access rights management.

Can the system support a single login for a user and enable them to act in different capacities based upon their security role?

Yes. Each user role is assigned a single login for the system. Users can act under different roles within the systems for different components.