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Assignment of Activity forms/ collection/ hierarchy to the users?

Assign one by one- Activity forms/ Collections to Users :

  1. In your web console, go to the Users module
  2. The user list will be open and click on the user to assign collection/ activity forms.
  3. Click on Collections/ Activities/ hierarchy and then click on Edit option.
  4. On the right handside, you can view the list of available collections/ activities/ hierarchies to be assigned. (You can also search for the collection by clicking on image-1640237661532.png)
  5. Now Drag the collection/ activity form/ hierrachy from right to left.
  6. Click on Save to save changes.

Assign in bulk - Activities/ Collection to the users in Urva app just in one go then follow the steps mentioned below: 

    1. In your web console, go to the Users module
    2. The user list will appear, and now click on the verticles elipsesimage-1652252542004.pngon the top right corner.
    3. Choose the Assign Activities option. Downlaod the template in excel form to map Activity Collection in bulk.
    4. The template will have two fields:- Username and Activity Collection Code.
    5. Fill the username of the user in the Username field and code of selected Collection/ Activity in the Activity Collection Code field and save it.
    6. Now go back to the previous page and drop the data in the Activities upload page .
    7. click on the Upload button to upload the collection in bulk.
    8. Finally the Activity collection will be uploaded successfully in bulk.
PRO TIP: User can go to the Customer under Collection and select the Collection code from the link after selecting the Activity collection and pick the Username from the users list of whom you want to assign collection.

 

Assign hierarchy- One by One

  1. In your web console, go to the Users module
  2. Go to the User module and then Click on User to whom you want to assign Hierarchy. (User info page will open)
  3. Under OTHERS click on Hierarchy and go to Editimage-1652252626640.pngon the right bottom side.
  4. Now Hierarchy page will be opened,  drag and drop the territory name which you want to assign to the user from right to left side. (You can also click on search option to search the desire hierarchy)
  5. Finally Click on Save button to save this changes.

 

Assign hierarchy- Bulk upload

  1. In your web console, go to the Users module
  2. The user list will be open , now click on the vertical Ellipsesimage-1652252542004.pngfrom the right top corner.
  3. Choose the  Assign Territories option.
  4. Now downlaod the template in excel form. The two fields will be shown in the form , Username and Territory Code
  5. Fill the username of the user to whom territory is going to be assigned in the Username field and code of the selected territory in the Terriroty field.
  6. After adding details in the form ,save it and go back to the previous page and drop the data in the Territory upload page .
  7. Click on the Upload button to upload the territory in bulk. Finally the territory will be uploaded successfully in bulk.

Pro Tip:  If User forget the territory code then he can go to the Hierarchy under General to review the code of the territory by searching particular territory over there.

 

Map multiple subscribers to mobile users- To map multiple subscribers to mobile users please follow the steps mentioned below:

  1. Go to to Usersunder Identity Management
  2. Click on the user to open.
  3. Click on the SUBSCRIBERS tab.
  4. Click on the subscribers appearing at right to assign and then drag to left. It will automatically assigned to user. (You can also search subscribers to assign).
  5. Finally, click on SAVE.