How do I assign members to a Team in Deskera CRM?

Janhavi Wagh -


After knowing how to create a team, you can now learn how to assign members to different groups.

Add users to team using quick team assignment

Follow the steps below on how to assign users into the team:

  1. Click Settings at the sidebar menu and select the 'Quick Team Assignment' tab on either User or Team settings.
  2. In the user dialogue, assign the Users to the Teams you've created.
  • You can add a new team in the box highlighted in red too.
  • You can assign multiple users to multiple groups.

3.  Once complete, click Assign and Save to save your changes.

Congratulations! All the users are grouped to the team you have assigned successfully!