Roles
Admin role permission for Dashboard View
Users can now view their organization's dashboard without a hierarchy assignment. To view the complete dashboard of the organization, please follow the steps below:- From the URVA home page, Click on the Role module under the Identity Management. ...
Enable Dashboard for Advance Role users.
To enable the Dashboard role permissions for the users, please follow the bellow steps:- From the "URVA" home page, Click on the "Role" module under the "Identity management". Click on the "Advance" license type role. Click on the "Home" tab under ...
Territory assignment without update user
URVA Users can assign the territory to the user without updating the user's details by following the steps below; From the URVA Homepage, go to the Roles under Identity Management. Now select the Role from the list accordingly. Go to the Users & ...
Create a Role accessible to web or mobile platforms
Now, URVA has a feature that allows you to create a Role based on the license type. There are 3 license types Expert, Advance, and Basic. According to the license type, the user will see a list of users. Create a role based on license type: From URVA ...
Assign permissions to the user under beat plan
To assign permissions to the user under Beat plan, the user must create separate roles having a different set of permissions. Please follow the steps mention below: From the URVA Home Page, click on Roles under the Users & Identity. Now choose a ...
Assign Beat Plan creation permissions to the user
To assign Beat Plan creation permissions to the user, the user must create separate roles having a different set of permissions. Please follow the steps mentioned below: From URVA Home Page, click on Roles under Identity Management. Click on the ...
Define Module wise - Role's Permissions
Role permissions define the access to be given to the User to operate the URVA web app and mobile app. Based on these permissions, the User can create, update, delete and view different data in URVA. Let us learn how to create & edit Roles in URVA: ...
Create & update role of users
Create a role for user ID: Roles are the set of permissions assigned to give access or restrict the user to perform various actions. Based on roles, users are allowed to view the user list, user data, and reports of the users. Create & edit Roles in ...