Manage Users & Roles

How to add a new user ?

• You can add and invite multiple user/members in your org account or workspace.
• When a new team member is added to your org account, an email invite is sent to them.
• The Org/workspace admins can assign different roles and permissions to the users/members on the org as well as workspace level.

What are roles ?

• Workspace roles

  • You can assign workspace specific role to a user/member, so they will only have access to those workspaces.

    • The user with Administrator role can perform below operations within the assigned workspace

      • Update workspace settings
      • Create a new dashboard
      • Create actions/alert rules
      • Check Audit Trials
      • Add/Remove other users in the workspace
      • Create, update, decommision assets
      • Can own an asset
      • create, update, delete work orders
      • Work order can be assigned to them
      • Create, update Service Contracts
      • Add new files and images to assets and work order
      • Add comments on assets & work orders
      • Add rooms, room types, and room status
      • Configure CSP settings
      • Configure checklists

    • The user with Viewer/Requestor role can perform below operations within the assigned workspace

      • View access for Dashboards
      • Add comments on assets and work orders
      • Create new work order
      • Add new files and images on work orders raised by him/her

    • The user with Maintenance role can perform below operations within the assigned workspace

      • View the assets
      • Add comments on the asset
      • Create, update a new asset
      • Add new files & images for an asset & work order
      • Create, update a work order
      • Work order can be assigned to him/her

Quick guide to add members at workspace level in your account

• Login to your Desktell Org account.
• Click on Administration tab on the top right corner.
• Then click on the Manage access > Users tab. Here you can see existing User , Email and their Role in that workspace.
• To add user in that workspace enter the Name , User Email and Workspace Role of the user/member to be added.
• An email invite will be sent to the user/member along with the required steps to login mentioned in the email.