Related Articles
User Roles Settings (Permission Settings)
Go to Settings and open User Roles'. Click on the +New Button or click on the role name to edit. Client Create Client: You can select the checkbox to enable/disable permission for this action. Edit Client: You can select the checkbox to ...
Change or Modified User Roles
Go to Users, and click on a user. Edit user details and Select the Role. Enable “Is active?” option and click the Save button.
Create New Client
Log in to the Dashboard Open the client panel, click on (+ New) button or just click (+) marker next to the clients menu. Enter all basic details of the client (Name, Type, Mobile number, Email, Address, PAN, GSTIN, etc). Select a Group (if any ...
User Notification
Push Notification For User: • Log into app.practive.in on the user’s computer or laptop using a web browser (Google Chrome recommended). • Go to Profile (Located in the Top Right corner, click on it and Open Profile). • Click the 'Allow' button next ...
Client Service-wise User & Billing Settings for Auto Tasks and Auto Invoicing
This feature allows you to configure Billing Entity and Assigned Users for each client's service. These settings are used for automatic task generation and automatic invoice generation. You can configure the Billing Entity in two ways: 1. Client → ...