User

Created by Manuales Invu, Modified on Fri, 26 Apr at 5:30 PM by Manuales Invu

Estimated Reading Time: 7 minutes.

This section is dedicated to comprehensively managing and administering information about employees with access to the system. From here, one can precisely control who has permissions, assign specific roles according to responsibilities, and keep each user's contact information updated. This area facilitates management and ensures that each employee has appropriate access. It is essential for optimizing system efficiency and operational security.

User Panel
Export/Import User
Create User
- Creating a New User
Saved User

User Panel

It serves for user management within the system. From here, user profiles can be viewed, edited, and managed efficiently. It provides a complete overview of registered users, with quick access to critical information such as roles, contact data, and access details. This panel centralizes user management, providing total control over who accesses the system and how its functionalities are utilized.

Segment	Description
Archived Users	Refers to the function that allows archiving or deactivating user accounts that are no longer active or currently unused in the system.
Image	This section allows viewing the profile picture assigned to the user.
Username	It is the name used to log in to the system.
Role	It is the level of permissions or functions assigned to the collaborator.
Last Name	It is the collaborator's last name.
Manage User	This displays the branch where the collaborator is located.
Phone	It is the user's contact telephone number.
Email	It is the user's email address.

Export/Import User

It offers flexibility in managing user data in the system. It allows backing up important information or transferring it between systems. Exporting data to formats such as Excel, PDF, or Word simplifies report generation, while the ability to import users via files facilitates integration with other systems, streamlining the processes of onboarding and data updating.

Segment	Description
Export	Allows the user to export user information in formats such as Excel (XLS, XLSX), HTML, PDF, or Word (DOCX).
Import	Allows importing user information from XLS, XLSX, ODS files only.

Create User

This is an essential function within the system as it allows adding new user profiles. From here, administrators can assign roles, configure permissions, and add contact information. This tool facilitates the onboarding of new team members, ensuring that each user has appropriate and personalized access to the system, thereby improving efficiency and operational security.

Segment	Description
Image	This is used to upload a profile picture for the new user.
Client	This is where the name of the new user is registered.
Branch Name	This option specifies which branch the user belongs to.
Phone	This is where the user's contact telephone number goes.
Email	This registers the email address of the new user.
Username	This is where the information the collaborator will use to log into the platform goes.
Password	This is where the password the collaborator will use to log into the platform goes. (Note: The password must contain a total of 8 characters, including numbers and letters, with at least one uppercase letter).
Role	This is the level of access assigned to the user.
Expiration Date	This is the date on which the new user's account will expire. (Note: If the system is not registered, it will load a preset date of 1970/01/01).
Allowed to access Invu Administrator	This option determines if the user has permission to access the Invu POS administrator.
Send End-of-Day	Report This option enables the system to automatically send reports at the end of the day.

Creating a New User

To create a new user, it's necessary to go to Settings > User > Create User and fill in the fields described in this section. (Note: Primarily, it's essential to register the fields marked with a * in red).

Saved User

Temporary information about system users is displayed here. Each profile is registered with details such as username, assigned role, contact information, and relevant details. This space is crucial for managing and maintaining the integrity of the user database, providing quick access to its details, and allowing adjustments as necessary.

Segment	Description
ID	It's the unique identifier assigned within the system.
User	This displays the name assigned to the user for logging into the system.
Role	This shows the level assigned to the user within the system.
Client	This displays the name of the new user.
Branch Name	This option indicates which branch the user belongs to.
Phone	This displays the user's contact telephone number.
Email	This registers the email address of the new user.
Database	This field is intended to show the database in which the user's information is stored.
Creation	Date This is the date on which the user profile was created in the system.
Expiration Date	This is the date on which the user's account will no longer be valid.
Allowed to access Invu Administrator	This indicates whether the user is allowed to access the Invu POS administrator.