Deactivate or delete user

ModuleUsers and permissions

Suggested profileAdministration

PermissionUSERS: ADMIN

StatusValidated

Objective

Remove a user's access to the system. The recommended option is deactivate (preserves history); deletion should only be used in very exceptional cases.

Before starting

• Have USERS: ADMIN.
• Confirm that the user has no critical responsibilities (open cash box, assigned shifts, etc.).

Step by step - Deactivate

1. Enter the Users and permissions module.
2. Locate the user.
3. In the status column, deactivate the switch.
4. Confirm the operation.

Step by step - Delete

1. Enter the Users and permissions module.
2. Locate the user.
3. In the row, click the Delete icon (trash can).
4. Confirm the deletion in the dialog.

Expected result

• If deactivated: the user can no longer log in. Their history (movements, audit log, charges) is preserved.
• If deleted: the record disappears from the list. The action is recorded in the audit log.

Pending: add screenshot of usuarios-eliminar-01-confirmacion.png.

Common errors

Situation	What to do
The Delete icon does not appear	The user does not have USERS: ADMIN.
The user has an open cash box	Coordinate the cash box closing before deactivating.
The deletion fails due to dependencies	Deactivate instead of deleting.

Suggested permissions

• USERS: ADMIN.

Operational recommendations

• Prefer deactivating over deleting. Deactivation preserves history, maintains referential integrity and allows reactivation if the user returns.
• Before deactivating, close active sessions and reassign the user's responsibilities.

Relation with other modules

• Audit log: the operation is recorded.
• Cash box: if the user had an open cash box, it must be closed first.
• Schedule: the deactivated doctor's appointments remain; they can be reassigned to another doctor.