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User Creation and Hierarchy Assignment Guide- Maker & Checker process
This help doc outlines the steps and features for creating users and assigning hierarchies in the URVA system, their approvals from admins and hierarchy managers. Manual User Creation and Hierarchy Assignment Create a User Manually While creating a ...
Assign multiple hierarchies in URVA
In URVA, users need to be assigned to a hierarchy to define their roles and access data. Follow these steps to quickly assign hierarchies to one or multiple users. Go to the Users section from the URVA home page. Check the checkboxes next to the ...
View & Set Communication Preferences for users
Essentially, we use this module to send email notifications or SMS messages to particular user regarding the daily activities which they are following. Info - The info tab template is fixed, any change in it will be effective for all the URVA users. ...
Assign Role permissions differently to users
To assign Role permissions differently to all users you must create separate roles having a different sets of permissions. To assign a specific role to the User id please follow the steps mentioned below: From the URVA Home page, click on the Users ...
Assigning Subscribers to Users in URVA in bulk
In URVA, you can assign subscribers to users to ensure smooth communication and data sharing. This feature allows you to link specific subscribers to users through a simple upload process. Follow the steps below to complete the assignment seamlessly. ...