How do I create or add a new user?

  1. Login to Deskera Books+ account.
  2. Click on the Switch To button at the bottom left of the screen. Select Deskera Books.
  3. On Deskera Books' Main Dashboard, click on Settings via the sidebar menu.
  4. On the setting page, under general, click on users.
Fill in the mandatory fields when adding a user.

5. Fill in the mandatory fields:

  • First name and Last name
  • Email
  • Login password
  • Contact number
  • Type
  • Assign role

6. Click on the 'Save' button to create a new user.

How to edit or make changes?

There are three actions available for Admins:

  1. Unassign roles of the users
  2. Change the role of the user
  3. Reset the user’s password:
  • Click on the three grey dots on the right-hand side of the user you wish to edit, and select Reset Password.
Select 'Yes' to reset the password.
  • A pop-up message will appear to confirm the password reset. Select Yes.
  • A new password is sent to the respective user’s email.

How can I delete the users created?

You can change the users' role but cannot delete the user on this page.