Create User

Estimated reading time, 5 minutes

This section is intended for the comprehensive creation and updating of information on employees with access to the system. From here, you can control precisely who has permissions, assign specific roles according to responsibilities and keep each user's contact information up to date. This area facilitates management and ensures that each employee has the appropriate access, thus optimizing the efficiency and operational security of the system.

• Create User
• Update User

Create User

This is the process of setting up an account so that another person has appropriate access to the necessary functions of the system. In the system, creating users involves defining roles and permissions, assigning access credentials, and providing specific levels of authorization according to the new member's responsibilities in the system. This ensures that each user can perform their tasks efficiently, while maintaining security and control over operations. 

1. Access the configuration tab. 
2. Select the "User" field. 
3. Click on the "Create User" field.  
4. Fill in the user's General Data fields:  
   • Customer: Identifies the user's name.
   • Branch Name: Identifies the name of the branch where the user will work.
   • Telephone Number: The user's contact number.
   • Email: The user's email address, used for communications and notifications.
   • Username: The unique identifier the user will use to log into the system.
   • Role: The level of access and permissions assigned to the user in the system.
     • Administrator: Full access to all system functions.
     • Api Administrator: Advanced access to the API and administrative functions.
     • Api Basic: Basic access to the API.
     • Basic: Limited access to essential system functions.
     • Purchasing Intermediate: Access to functions related to purchasing and inventory management.
       • Note: It is important to remember that Roles can be created, and the latter also appear in the selection list when creating the user.
   • Password: The secret key that the user will use together with the username to log into the system.
   • Repeat Password: Confirm the secret key by entering it again to make sure there are no errors.
   • Expiration Date: The date on which the user's account will expire and lose access to the system.
   • Allowed to Log in to Invu Admin: Determines whether the user is allowed to log in to the Invu Admin platform.
   • Status: Indicates whether the user's account is currently active or inactive.
   • Send End of Day Report: Determines whether the user will receive the daily report of system activities at the end of the day.
   • Add Image: Allows you to upload a picture of the user for their profile.
5. Click on the "Create User" field.  

Update User

Updating a user is the process of modifying a person's account settings so that they continue to have proper access to the necessary system functions. In the system, user maintenance involves adjusting roles and permissions, changing access credentials if necessary, and modifying specific authorization levels according to the member's current responsibilities in the system. This ensures that each user can continue to perform their tasks efficiently, while maintaining security and control over operations.

1. Access the configuration tab.
2. Select the user field.
3. Choose the user you wish to update.
4. Access the actions section (view, update and deactivate).
5. Select the pencil.
6. Make the modifications.
7. Press "Update User".