Knowledge Base
Getting Started
Support Manuals related to login and account set-upTasks
View tasks done by your teams and yourself in one placeCalendar
View presence, beat planning, meetings, reminders in a calendar to manage your day.Files
Upload files and share with your teammates.Beat Plan
Create and assign beat plans for team journey planning.Goals
Set goals for your teams, over a time period and make changesLocation Analytics
View location history of your team and make informed decisionsPeople
View customers, modify stages, view interactions and moreProducts
One place to manage all your productsProcess
Use your organizational reports & other data from here inside dashboardsAdvanced Reports
View your customly designed reports, export them, slice themUser Reports
Support Docs for user reportsCall Reports
Reports of all calls done between customers and usersUser
Create, view & edit users, manage their profiles and moreRoles
Create rolesUser Groups
Bulk assign activities, contacts to users through groupsSubscribers
Create subscribers to share information with non-usersAdmin Settings
Simplify software management and configuration with our comprehensive Admin Settings module, empowering users to seamlessly perform background configurations.URVA Connect
Support Docs related to URVA ConnectFAQs
Support Docs for Frequently asked questionsWhitelabelled Apps
Documents related to client specific docsInternal Process Documents
Documents related to internal processesDashboard
Support Docs related to DashboardCollections
Support Manual related to all 4 types of collectionsBuild Updates
Docs related to build updatesCustomer Relationships
Help Docs related to "Customer Relationships" module.Campaign
Help Docs related to Campaign
Recent Articles
Geo-Fence Application in Location Analytics
The Geo-Fence feature in URVA allows managers to define specific areas for location tracking without restricting user actions. Geo-Fence Assignment: Managers can assign geo-fences to users based on their hierarchy. User Behavior: Users can operate ...Attendance Configuration in URVA
To configure the Opening Balance in URVA, follow these steps: From the URVA home page, navigate to Admin Settings. Scroll down and select Opening Balance. Click the icon to open a pop-up window. Choose the Process Type and Leave Processing Date. ...Enhancements in Meeting Creation in URVA
Meeting Status: Now you can change/ update the status of the meeting after it is lapsed. The status are as follows: Pending : Upcoming meeting. Done: Meeting completed successfully. Canceled: Meeting was canceled. Reschedule: The meeting rescheduled ...Applying and Saving Filters in URVA
Filters help users refine any data based on specific conditions, making it easier to find relevant information. URVA app allows users to apply, save, and reuse filters for quick access. Follow the steps below to apply and save filters in the task and ...Customers view on Map in URVA
The Nearby Customers feature in URVA helps users quickly locate and connect with assigned customers based on their geographical location. By accessing the map view, users can efficiently plan visits and reach out to customers with ease. Follow the ...
Popular Articles
Why I am getting "User account already is use. Try with another or contact your admin" Error?
User Account Already in use A User will get this error when he will try to log in from a different device without logging out of the previous device. FeetPort mobile application can not be used on two different devices with the same credentials due ...Tasks movement/ actions performed on URVA web
Move tasks/ approve tasks from one state to another : From URVA Home Page, click on the Tasks module under Operations. Choose the Task that is completed by the field user. You can choose the check mark icon against any of the tasks. Click on the ...FOS/RM/Franchise FOS Responsibilities
FOS/RM Responsibilities Dailly Activities: Mark in and Mark Out attendance View retailers View Beat Plan Take orders by retailer visit Mark in and mark out attendance: FOS need to MARK IN at the start of his shift and MARK OUT at the end of his ...How to login on Web Portal?
Logging in to the web portal is easy: Go to https://web.urva.app/ Enter 'Organization code' and click on Next. ( Organization code along with your Username and Password will be sent to you through an email) Enter Username and Password and click on ...Create & Edit Users
User Creation: URVA is available for 2 platforms i.e. web/desktop and mobile. The user IDs created can be accessed as per permission given to them to work on either web or mobile. Based on the role permissions, the ID can be used on either web or ...