Create user

ModuleUsers and permissions

Suggested profileAdministration

PermissionUSERS: WRITE

StatusValidated

Objective

Register a new user with their personal data, contact, branch and access level to the system.

Before starting

• Have USERS: WRITE.
• Have the new collaborator's data: name, surname, email, phone, branch and role.
• Know the access level they need according to their role.

Step by step

1. Enter the Users and permissions module from the side menu.
2. Click New user (top toolbar).
3. The creation dialog opens with several tabs. Enter the required data:
   • Personal data: name, surname, email, phone.
   • Branch: select the branch they belong to.
   • Role or staff type: select the corresponding type (doctor, reception, cashier, etc.).
   • Permissions: review the permissions tab to define the access level per submodule.
4. Confirm with Save.

Expected result

• The user is registered and appears in the table.
• The system shows a success message.
• The user can log in with their email and the defined password.

Pending: add screenshot of usuarios-crear-01-dialogo.png and usuarios-crear-02-permisos.png.

Common errors

Situation	What to do
The email is already registered	Verify if the user already exists; use edit instead of high.
Mandatory data is missing	The system highlights the fields in red.
The branch does not appear	Verify that the branch is created and active.
The user cannot log in	Confirm that the password has been defined and that the user is active.

Suggested permissions

• USERS: WRITE.

Operational recommendations

• Assign a permission level according to the role. Do not use ADMIN or ALL by default.
• Capture the institutional email and an operational contact phone.
• Document internally the role and responsibilities.

Relation with other modules

• Branches: the selected branch is used as filter and for the sidebar.
• Permissions: the permissions tab defines the user's scope.
• Audit log: the registration is recorded.