Assign Beat Plan creation permissions to the user

Assign Beat Plan creation permissions to the user

To assign Beat Plan creation permissions to the user, the user must create separate roles having a different set of permissions.

Please follow the steps mentioned below:

  1. From URVA Home Page, click on Roles under Identity Management.
  2. Click on the already created role to edit permissions.
  3. On the center screen, the user can see the list of modules of Urva.
  4. Click Performance and the permissions of Beat Plan will appear on the right side.
  5. Select the permissions by clicking on checkboxes against every permission or choose the checkbox above Me, Team and Territory module to select all permissions.
  6. After selecting the required permissions, click on the Save icon in the upper right corner.




Note:

The categorization of permissions is based on three levels: 

Me:- The permissions enabled the actions for the user only

Team:- The permissions are enabled for the user and his reporting team

Territory:- The permissions are enabled for the user, his reporting team, and the users who are assigned the same territory at the vertical level.


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