Create a user

To create a user you must go to the administration menu, users and in the upper right corner click on "create user". Once inside the form enter the required data.

En el bloque DATOS GENERALES

The fields First name and last name are mainly used at the moment of generating the PDF of the work report to indicate the person who has made the work report, in the rest of the application the main identifier is the user name. That is why we recommend using a user name that is useful to identify you.

The DNI or identifier field is mainly used as a third authentication element, i.e. a user can log in to the app either by entering his or her username, his or her email or even his ID.

The initial password is defined when creating the user, then the user can modify it once inside the app or can also make use of the password recovery function, for which it is important to add a valid email address.

Choose the role, one between Administrator, Project Manager or mobile user.

En el bloque ASIGNACIONES

This block is used to assign the work reports models that we want the user to fill in. As well as the project or projects on which he/she works and on which he/she will perform the work reports. With the check "User assigned to all projects" the user is automatically assigned to all projects.

En el bloque PERMISOS

Depending on the roles, the user will have different permissions:

The administrator role has full permissions.
Project manager and mobile user. In this case, we can:
- Give you access to view and create projects.
- If the site has the orders module enabled, you can disable this module for a specific user. You can also give the user permission to create new work orders.
You can also hide the work reports module from a specific user.

Disable a user

Disabling the user prevents him/her from accessing and is no longer available for new actions in the application, but the data generated by the user is still available and accessible. Click on the following button-switch to disable it: