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Adding a new customer
Jobin Johny avatar
Written by Jobin Johny
Updated over 2 weeks ago

Add New Customers

To add your new customers to the DeskDay, please follow these steps:

  1. First, access the "Customer module" on main navigation bar and click the section customers.

  2. Once you have accessed the customer section, you will see an option labeled "Customer +". Click on this button to begin adding a new customer.

  3. A window will appear, input all of the relevant information for the new customer. Make sure to fill in the fields with accurate and complete information.
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Customer Name: Enter the customer / Client name you wish to add in this field.

Domain: Enter the domain of your customer/client if they have any

After you create a customer, you'll get subsequent options to onboard your end users.


Adding New Users

After Clicking on Add users, You'll get 3 options to add users.

  1. Add users manually

  2. Bulk Upload Users

  3. Single Sign On

You can add or onboard users as per your desire using the options mentioned above.

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