Web Platform
Export Data from Advanced Reports' dashboard in URVA
Steps to Download Report: From the URVA Home Page, navigate to Advanced Report. Under the Custom section, click the View option for the report you want to open. Choose the desired time filter and drill down into the dashboard to the required data ...
Gmail SSO Login Guide for URVA Users
Gmail Single Sign-On (SSO) lets you securely log into the URVA platform using your Gmail account—provided you are already registered with your organization in URVA. Who Can Use This Only users already registered with your organization in URVA. Your ...
Logging into URVA via Gmail SSO (Single Sign-On)
This help doc explains how registered users can securely log into the URVA platform using their Gmail account via Single Sign-On (SSO), provided their organization has enabled this feature. Who Can Use Gmail SSO? Only registered users with a Gmail ...
Enabling and Managing Multiple Users at the Same Hierarchical Level in URVA
This feature allows you to create and manage multiple users at the same hierarchical level under a specific role. Once enabled, users at this level will be able to perform and view all tasks accessible to their parallel users, as well as tasks for ...
How to Send Messages to Team Members or Community?
How to Send Messages to Team Members or Community Follow these steps to send direct or community messages effectively: Access Messaging Go to the Bell Icon from the selected area. Direct Messaging Under the Messages option, select users one by one. ...
New Home Page with Dashboard View
We’re introducing a brand-new Dashboard View on your home page to give you faster access to key insights and tools. Here’s everything you need to know: What’s New? Dashboard View: See important metrics, insights, and quick shortcuts right on the home ...
Masking in Collection/Activity (In cloud call option)
The details of any specific field can be masked for both Mobile and Web users. To enable this functionality, please follow the steps below:- From the URVA home page, click on Admin Settings. Go to Activity Settings and click on Activity. Select the ...
CRUD operation on Meeting and Reminder in Mobile platform
In the manager's mobile login, they can create, view, delete, and edit meetings and reminders as needed. To create, view, delete, and edit meetings and reminders, please follow the steps below:- From the URVA home page, Click on the Accounts button. ...
Auto Change Password
URVA has a password rotation policy which asks users to change password every 30, 60 or 90 days as per given their set-up for their organization. Here are the steps to do so: User will login into URVA web. If the password has expired, then app will ...
Call Logs in Customer 360
This document will guide on accessing call logs within the Customer 360 interface and review communication history and gain valuable insights. Follow these steps to navigate to call logs seamlessly: From URVA home page, go to Customers. Choose the ...
Hierarchy suggestions based on Home Address while assigning hierarchy
At the time of user creation, there is a field named "Home Address" against user. Now, when you're assigning them a place in the hierarchy, you'll see a list sorted based on the info in their home address, like the city name or ZIP code. This will ...
Password Policy Document
Password Policy Document Purpose: Enhance the security of the organization's information systems by implementing a regular password rotation procedure. Frequency of Rotation: Users must change their passwords at least every 90 days by default. ...
How to map a customer by their territory?
Mapping customers by territory allows users to directly select customers based on territories, saving them a significant amount of time. For allocating customer by their territory wise simply follow these steps: First, navigate to "Customers" under ...
Shortcuts for Quick Actions
Shortcuts or quick actions are like fast lanes to common stuff in URVA. It helps you do things quickly right from the home screen. To use shortcuts in URVA: Go to the URVA home page. Look for the Plus+ icon (it's next to Admin settings). If you want ...
Customize your Login page
URVA has a feature to customize the login page as per organization's requirements. Here is how to use this feature: On URVA home page, Go to Basic setup under Admin settings and select the UI settings. Now click on the view under Login UI settings ...
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 ...