Steps to Create & Edit Users? || URVA

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 mobile. Users can be created either one by one or by uploading large data in bulk throug n excel sheet.

One by One creation: 

  1. In your web console, go to the Users module then click the + New  Icon to Add new user.
  2. Fill relevant details of the user: In Basic fill data for the fields such as First name, Last name, Email ID, Mobile number, Password, Date of birth, Home address then click on Next and fill Profile fields such as user name, Business Unit, Language, Category, Bands, Group, Archive Days and then again click on Next and fill Organization fields such as Designation, Role, Reporting person, Employee code, Office address then fill the Custom fields .
  3. Finally click on Create to create the new user.



Bulk upload creation:


  1. In your web console, go to the Users module. Click on the Three dots icon on the right top corner.
  2. Choose Upload option to create users in bulk. Download Excel template by clicking on download icon.
  3. Fill the details in the template as mandatory fields should be filled. Please confirm if the data should be in correct format. (If data is not in desired format the system will give you error when you upload file.)
  4. Data should be in format for these fields:
    • User_Name -  The username is unique and mandatory field. It cannot be changed once created.
    • Employee_Code - Employee code is mandatory field which cannot be changed afterwards.
    • Password -  Password should in format like Abc@123 (Including One Capital letter, One special character, One number)
    • Reporting_Person -  Usernames of the reporting persons should b entered.
    • User_Group -  In this column user group name should be entered. If its not there then keep this 
    • Archive_Days -  It is mandatory field.
    • Mandatory_Task_Location -  Keep this column blank.
    • Mandatory_Field_Tracking - Keep this column blank.
    • App_Bubbles -  Keep this column blank.
    • Geo_Attendence -  Keep this column blank.
    • Action -  If you are creating new users, type "C" in column. If you are updating the user info, type "U" in column. For delete users in bulk type "D" in column.
      C= Create U=Update  D = deactivate.
    • Note : - Required field data is mandatory, user cannot keep it blank.

  5. Now save the file and drop the file on the upload screen and click Submit.
  6. Enter Batch name or number as it is mandatory.
  7. The file will automatically upload with successful message.

 

 

Editing a user:

  1. Click on the user to open under Users  and then click on Edit icon to edit.
  2. Change details under Basic, Profile, Organization and Customer tabs as per requirements and click on UPDATE

 

Related Articles:

Assignment of Activity forms/ collection/ hierarchy to the users

Getting error while creating Users "User Limit exceeded"

Unable to upload users records via bulk upload


    • Related Articles

    • Getting Started with Users

      What are "Users" User is a unique entity that is used to identify any person who is using the software. In URVA, we can create users to use the app on both web and mobile platforms. Users can login in URVA by using Id and password. Who can create ...
    • Getting error while creating Users "User Limit exceeded"

      In some cases, we see that while creating new users, there occurs an error "User Limit Exceeded". This error message pop-ups because there is a certain number of IDS limit that is given to any account at the time of onboarding. When user tries to ...
    • Assign Activity forms/ collection/ hierarchy to the users

      Assign one by one- Activity forms/ Collections to Users: From URVA home page, go to the Users  The user list will be open and click on the user to assign collection/ activity forms. Click on Collections/ Activities/ hierarchy and then click ...
    • Export Users' Records in a Report format

      Export Users in an excel report format From Urva Home Page, go to the Users. User list will appear. Go to the Three dots icon which is displayed on the right top corner. Click on Export Users. A file will be downloaded in excel with the user list. In ...
    • De-activate, delete & re-activate users

      Deactivating User IDs: User IDs can be deactivated from Urva web console. Once user ID is deactivated user can't access the same in Web and Mobile app. Follow the below steps: Click on 'Users' on Urva Home Page. Now you will be able to view list of ...