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Staff and permissions

What it is for​

The Equipo section allows managing the profiles of:

  • Administrators
  • Doctors
  • Nurses
  • Patients

Most common tasks​

  • Create new users.
  • Edit existing user data.
  • Review the assigned permission group.
  • Resend or manage the registration process when necessary.
  • Review deleted or restorable users when the workflow allows it.

Included screens​

Within Equipo you will find cards or access to:

  • Administradores
  • Doctores
  • Enfermeros
  • Pacientes

Common elements of list screens​

Depending on the module, the current screens share several patterns:

  • create button with + icon
  • paginated table or list
  • per-row actions
  • option to show deleted items
  • confirmation dialogs for deleting or restoring
Temporary placeholder for a future screenshot of a user list and permissions

Temporary example for a user management screen.

Pending screenshot: show one of the actual lists for Administrators, Doctors, Nurses, or Patients with the create button, paginated table, and per-row actions.

  1. First identify the type of user you need to create or edit.
  2. Check whether the current permission group is correct.
  3. Complete or update the required data.
  4. Save and validate that the user appears in the correct list.
  5. If applicable, manage the registration link sending.

Permission groups​

Permission groups define the actual scope of each profile. It is advisable to always describe the practical effect of each permission:

  • which screens it grants access to
  • what type of changes can be made
  • whether it can manage other users
  • whether it is involved in configuration or in clinical work

Registration and invitation​

The typical registration workflow usually follows this order:

  1. create the user
  2. assign the correct permission group
  3. save
  4. send access through the available channel

When the interface offers several invitation options, it is advisable to distinguish each one separately:

  • sending by email
  • sending by SMS
  • resending access if the user has not completed registration
  1. Open Administration.
  2. Enter Equipo.
  3. Select the corresponding list.
  4. Click the + icon.
  5. Complete the form fields.
  6. Save the record.
  7. Review the permission group or the access to the permissions screen.
  8. From the user's actions, send the registration by email or SMS if applicable.
Temporary placeholder for a future screenshot of the user creation form

Temporary example for the creation or editing form.

Pending screenshot: show the actual user creation or editing form with required fields, permission group, and the save action.

  1. Open Administration.
  2. Enter Equipo.
  3. Open Pacientes.
  4. Create the patient from the registration button.
  5. Complete the required data.
  6. Save and verify that the patient appears in the list.
  7. If the registration workflow requires it, manage the corresponding access channel.

Permissions and per-row actions​

It is advisable to literally explain the actions the user sees in the list:

  • edit
  • delete
  • restore
  • send email
  • send SMS
  • open permissions

Not all of them necessarily appear in every module, so you should check the specific screen before acting.

Registration and user activation​

When creating a new user, it is advisable to review separately:

  • the record creation
  • the permission assignment
  • the access sending by email or SMS
  • the verification that the user has been able to complete registration

Good administrative judgment​

  • Create doctors and nurses with the correct profile from the start.
  • Double-check any permission changes.
  • Distinguish an operational deactivation from a permanent deletion.
  • Handle separately any step that depends on the organization's internal policies.

What to validate on screen​

  • exact column names in the list
  • actual text of the registration, deletion, and restore actions
  • whether the permission group is edited from the list, a detail view, or a dedicated screen

Useful differences between lists​

  • Doctores and Enfermeros show a relationship with Localizaciones.
  • Pacientes may show an external identifier depending on company configuration.
  • Administradores has a similar registration, permissions, and restore workflow, but focused on internal account management.