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Access and administrative role

Purpose​

Explains how an administrator logs into Doctomatic and what scope their role has within the platform.

Accessing the platform​

  1. Go to the official Doctomatic address.
  2. Log in with your email and password.
  3. Open the Administration section from the main navigation.

Entry screen​

The entry to the administrative area is presented as a panel with cards organized by sections:

  • Compañía
  • Equipo
  • Otros

From this panel you can access Compañía, Equipo, and Otros depending on the task you need to perform.

Temporary placeholder for a future screenshot of the Administration entry panel

Temporary example for the administrative area entry screen.

Pending screenshot: show the actual Administration panel with the Company, Team, and Others cards or sections visible after logging in.

Administrative role​

The administrator role is oriented toward the operational management of the account and staff. Depending on permissions, it can:

  • edit general account information
  • create and maintain users
  • organize locations
  • configure tracking types
  • manage alerts and forms

Difference between access and responsibility​

Having access to a module does not necessarily mean deciding its final clinical content.

  • The administrator configures the operational foundation.
  • Clinical staff validates or completes what directly affects patient follow-up.

What to check upon logging in​

  • That the displayed profile is correct.
  • That the Administration section is visible.
  • That the needed modules appear in the main panel.
  • That there are no pending access issues before you start editing data.
  1. Enter Administration.
  2. Locate the section the task belongs to: Compañía, Equipo, or Otros.
  3. Open the specific module.
  4. Make the change.
  5. Return to the list or panel to validate that the result is visible.