Edit user
Objective
Update the personal data, contact, branch or permissions of an existing user.
Before starting
- Locate the user in the table.
- Have
USERS: WRITE.
Step by step
- Enter the Users and permissions module.
- Locate the user (use the search if the list is long).
- In the user's row, click the Edit icon (pencil).
- The dialog opens with the preloaded data.
- Update the necessary fields in any of the tabs.
- Confirm with Save.
Expected result
- The dialog closes.
- The table reflects the changes.
- The system shows a success message.
- If permissions were modified, the change applies in the user's next session (permissions are reloaded on login or when receiving an update via socket).
Pending: add screenshot of
usuarios-editar-01-dialogo.png.
Common errors
| Situation | What to do |
|---|---|
| The Edit icon does not appear | The user does not have USERS: WRITE. |
| The changes are not reflected immediately | Wait for the user to reload the page or reopen the session. |
| The new email is already in use | Verify that there is no other user with the same email. |
Suggested permissions
USERS: WRITE.
Operational recommendations
- Document in the audit log the relevant permission changes (raising/lowering level).
- When changing branches, validate that the user does not have open sessions in another branch.
Relation with other modules
- Permissions: changes in the permissions tab impact immediately (with socket cache).
- Audit log: the relevant changes are recorded.