Practive | Users | Knowledge Base

Users
Users Upgrade (Add More Users)
Go to Settings > My Account. Click on the "Upgrade" button. Select the total number of users required, including existing users. Enter your Company name and GSTIN (if needed). Choose your payment method and make the payment. Your users will be added ...
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.
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.
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 ...

Popular Articles
How to Add a WhatsApp Template in Practive
Practive allows you to create and manage WhatsApp message templates directly within the software. These templates can be used to send both automated and manual messages to your clients. This guide explains the step-by-step process to add a WhatsApp ...
Checklist
What is a Checklist? A checklist is a set of predefined steps or processes required to complete a task. It provides clear, step-by-step instructions to assist your users in completing their tasks efficiently. Example: For a task like Accounting, the ...
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 ...
Subtask
What is a Subtask? A subtask is a smaller, manageable task that is part of a larger primary task. Subtasks help break down complex tasks into actionable steps, making it easier to track progress, assign responsibility, and meet deadlines. Each ...
Add Expenses to Invoice
Go to the Invoice and click the +New button. Enter all details, including the client's name. Scroll down, you see a box. Click on the +Add Expenses button. A pop-up will open; select the expenses you want to add to the invoice. Enter the description, ...

Users