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Users

The Users screen allows an Administrator to manage users linked to the active company: activate them, edit their role and status, deactivate or delete them.

Vista general de la pantalla Usuarios

Search filters​

AtributoTipoDescripción
Quick searchTextSearches by Name or Email Address. Includes a "Clear" button to reset the search.

Results table​

AtributoTipoDescripción
NameTextUser name.
Email AddressTextEmail associated with the user account.
Assigned RoleTextAdministrator or User.
StatusBadgePending, Active or Inactive.
ActionsIcon (⋮)Edit, Deactivate or Delete.

User statuses​

Pending
Initial status of every newly registered user. Has no portal access until an Administrator activates them.
Active
The user has access to the portal.
Inactive
The user was deactivated and no longer has portal access.
info

Every user starts in Pending status. An Administrator must change their Status to Active (from Edit user) for the user to be able to access the portal.

Roles​

Administrator
Can manage users (activate, edit, deactivate, delete) and sees reports generated by all users of the company.
User
Standard operational access to the portal. Sees only their own reports.
info

The role and status are assigned per user-company relationship, not globally for the user — see Status and role per company.

Actions​

Menú de acciones por usuario
Edit
Opens the modal to modify the user's Role and Status.
Deactivate
Changes the user's Status to Inactive, after confirmation.
Delete
Permanently deletes the user, after confirmation.

Edit user​

Modal Editar usuario
AtributoTipoDescripción
NameTextFor reference only, not editable in this modal.
Email AddressTextFor reference only, not editable in this modal.
RoleSelectorAdministrator or User.
StatusSelectorActive, Pending or Inactive.

Deactivate user​

Modal Confirmar desactivación

Displays a confirmation modal with the message "This action will change the status of the selected user", along with the user's Name, Email and current Status for reference, and Cancel / Deactivate buttons.

Delete user​

Modal Confirmar eliminación

Displays a confirmation modal with the message "This action will permanently delete the selected user", along with the user's Name, Email and Status for reference, and Cancel / Delete buttons.