Change or Modified User Roles

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.
    • 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 ...
    • Add New User

      Open the Main dashboard. Go to Users, and Click on “+New” button. Upload the user’s profile photo. Enter details of the user (Name, Username, Mobile, Email) Set Password and Role. Enable “Is active?” option and click the Save button.
    • 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 ...
    • Assign User to Client with Particular Service

      Go to the Client dashboard. Open a client and click on the "Service" tab. Click on the pencil icon next to "Recurring Services." Click on "Configure Users" that appears next to the service name. Choose the user(s). The task will be auto-assigned to ...
    • 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 → ...