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    • Why I am getting "User account already is use. Try with another or contact your admin" Error?

      User Account Already in use A User will get this error when he will try to log in from a different device without logging out of the previous device. FeetPort mobile application can not be used on two different devices with the same credentials due ...
    • Tasks movement/ actions performed on URVA web

      Move tasks/ approve tasks from one state to another : From URVA Home Page, click on the Tasks module under Operations. Choose the Task that is completed by the field user. You can choose the check mark icon against any of the tasks. Click on the ...
    • FOS/RM/Franchise FOS Responsibilities

      FOS/RM Responsibilities Dailly Activities: Mark in and Mark Out attendance View retailers View Beat Plan Take orders by retailer visit Mark in and mark out attendance: FOS need to MARK IN at the start of his shift and MARK OUT at the end of his ...
    • 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 ...
    • 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 ...
    • Recent Articles

    • 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 ...
    • Create a custom report in URVA Report Builder

      URVA's Report Builder is a powerful tool that allows you to create customized reports based on your business needs. Whether you need to analyze data from specific modules, track performance metrics, or generate reports for stakeholders, this guide ...
    • Task pdf summary trigger via email

      This trigger ensures that when a task is completed and moved to a specific stage, an automated email is sent to the customer. The email includes task details, a PDF summary, and an audio recording link (if available), keeping the customer informed. ...
    • 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. ...
    • 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 ...