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Users and permissions ​

This module controls who can enter the system, what actions they can perform and how permissions are assigned per submodule. Additionally, from here you can consult the audit log of a user's events.

How the screen is organized ​

The main screen shows a table with the list of users. Above the table there is a toolbar with a search engine and high and bulk delete buttons. For each row, individual actions can be executed: edit, assign permissions, delete and view audit log.

Permissions and load ​

  • USERS: WRITE to create, edit and assign permissions.
  • USERS: ADMIN to delete users.
  • Action SHOW_LOGS (via HCPActionsService.hasAction) to open the audit log from a row.

Access levels per submodule ​

The system handles 5 access levels that are assigned per submodule:

  • NONE: no access.
  • READ: read only.
  • WRITE: read and write.
  • ADMIN: read, write and administration (includes deletion and critical configurations).
  • ALL: total access.

Available actions ​

  • Create user: opens the dialog with tabs (personal data, contact, permissions, etc.).
  • Edit user: opens the dialog with the preloaded information.
  • Assign permissions: opens the permissions dialog to define the access level per submodule.
  • Delete user: asks for confirmation; requires USERS: ADMIN.
  • View audit log: opens the LogComponent filtered by the user; requires SHOW_LOGS action.

Documented features ​

FeaturePage
Create userCreate user
Edit userEdit user
Assign permissionsAssign permissions to a user
Deactivate or delete userDeactivate or delete user
Consult user audit logConsult user audit log

Security recommendations ​

  • Assign the minimum permission level necessary for each role.
  • Periodically audit the permissions of users with ADMIN or ALL level.
  • Deactivate users instead of deleting them to preserve history.
  • Keep emails updated for sending notifications and access recovery.

Typical roles and suggested permissions ​

RoleSuggested permissions
AdministratorALL in key modules: USERS, MODULES, SUBMODULES, NOTIFICATIONS, AUTOMATIONS.
ReceptionREAD/WRITE in AGENDA, PATIENTS, CASH_BOX, SERVICES, TAGS.
DoctorREAD/WRITE in AGENDA, PATIENTS, PRESCRIPTIONS, MEDICAL_CAPTURE, MEDICAL_STAFF (their profile).
CashierREAD/WRITE in CASH_BOX; READ in PATIENTS, SERVICES, AGENDA.
Lab technicianREAD/WRITE in MEDICAL_CAPTURE, BANK; READ in PATIENTS.

Pending: validate with administration the exact levels for each role.

Relation with other modules ​

  • Modules and Submodules: permissions are assigned on the active submodules.
  • Staff types / Actions: special actions (SHOW_LOGS, AGENDA_PARAMETERS, etc.) are validated independently.
  • Audit log: all critical actions are recorded in the audit log, accessible from the user's row.