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Edit user

ModuleUsers and permissions
Suggested profileAdministration
PermissionUSERS: WRITE
StatusValidated

Objective

Update the personal data, contact, branch or permissions of an existing user.

Before starting

  • Locate the user in the table.
  • Have USERS: WRITE.

Step by step

  1. Enter the Users and permissions module.
  2. Locate the user (use the search if the list is long).
  3. In the user's row, click the Edit icon (pencil).
  4. The dialog opens with the preloaded data.
  5. Update the necessary fields in any of the tabs.
  6. Confirm with Save.

Expected result

  • The dialog closes.
  • The table reflects the changes.
  • The system shows a success message.
  • If permissions were modified, the change applies in the user's next session (permissions are reloaded on login or when receiving an update via socket).

Pending: add screenshot of usuarios-editar-01-dialogo.png.

Common errors

SituationWhat to do
The Edit icon does not appearThe user does not have USERS: WRITE.
The changes are not reflected immediatelyWait for the user to reload the page or reopen the session.
The new email is already in useVerify that there is no other user with the same email.

Suggested permissions

  • USERS: WRITE.

Operational recommendations

  • Document in the audit log the relevant permission changes (raising/lowering level).
  • When changing branches, validate that the user does not have open sessions in another branch.

Relation with other modules

  • Permissions: changes in the permissions tab impact immediately (with socket cache).
  • Audit log: the relevant changes are recorded.