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How can I add users?

Create users manually or via list import

To allow your team to book workstations, every person needs a profile. In the admin area, you can decide whether to create individuals one by one or upload your entire team at once.

Please note: Every employee can create an account at desk.ly. All that is needed is the email address, which is used to add the person to the appropriate company. Relevant for this are the correct domains, which must be maintained.

How to create users manually

  1. Open ‘Users’ within ‘User Management’ in the Admin area.

  2. Click ‘Add user’ to create a profile for an individual.

  3. Enter all required information and click ‘Save’.

6_deskly_Icon_indigoOnce the user has been created, they will receive a welcome email. They can then set a password via the link provided and log in.

Creating multiple users at once (Bulk Import)

The list import is the fastest way to create many profiles simultaneously. The key is to upload the user list in the correct format.

ausrufezeichen-icon-orangePlease use our list template, which you can download from the Admin area.

Step-by-step instructions:

  1. Go to ‘Users’ in the Admin area and click ‘Export (CSV Template)’ to receive the list template via email.

  2. Prepare your staff list according to our CSV template. Enter the data into the designated fields.

    Vorlage CSV Datei User Import

    Good to know: If you have activated ‘Permissions’ for your company, the import template also allows you to assign your users to their respective permission groups (Departments, Teams). You can find a detailed guide on permissions here.

    Below is an explanation of the columns and how to fill them in correctly:

    User CSV Datei Erklärung ENG_2

  3. Back in the admin area under ‘Users’, click ‘Import users’ to upload your CSV file. As soon as you click the ‘Import’ button in the pop-up window, your users will be created or existing ones will be updated.

     

ausrufezeichen-icon-orangeIt is vital that the email addresses use a valid domain belonging to your company; otherwise, the upload will fail.

Using SSO (Single Sign-On)

If your company supports SSO, users will generally register via your chosen SSO provider. You can find general information regarding SSO registration here. Please note the following:

  • No separate password: When users register via SSO, they do not need to create an individual password for desk.ly.

  • Valid licence required: Users logging in via SSO must have a valid licence assigned; otherwise, they will be unable to log in.

  • Login type: You can see which login method is being used under the ‘User Information’ section of each profile.

  • Users can still be managed, assigned to permission groups, or deleted via the User Management section. The import template remains available for use, and all standard functions still apply.