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 username, 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.



NotesNote: You can also generate auto username by clicking Generate User Name. The system will auto create a password in the format First of first name+Last Name. Example: Username for Ryan Tiffany will be rtiffany.


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:
  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.
NotesNote : - Required field data is mandatory, user cannot keep it blank.

 

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


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