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    User and Access Management : Users

    Introduction

    The Users module in CheckOP allows you to manage the user accounts that access the system, assigning specific profiles, licenses and permissions. This functionality is essential to ensure that each member of the organization has the appropriate level of access according to their responsibilities, maintaining security and control over the operations performed on the platform.

    Function Location

    To access the Users module:

    1. Log in to CheckOP with an account that has administrative permissions.
    2. Navigate to the main "Administration" menu
    3. Select the "Users" option
    Users-Location

    Create User

    Allows you to add new users to the system by assigning them the corresponding permissions and access through profiles

    Steps to Create a Profile:

    1. In the Users module, click on the "New" button in the upper left corner.
    2. Fill in the basic user information:
      • First name
      • Last name
      • Profile
      • Email (which will serve as your username)
      • Paying user
    3. Save the changes to create the new user
    Users-Create
    Remember to assign the correct profile so that the accesses are appropriate for this user.

    Edit User

    Allows you to modify the information or configuration of an existing user.

    Steps to Edit a User:

    1. In the list of users, identify the user you wish to modify.
    2. Select the 3 dots in the upper right corner of the card.
    3. Select the "Edit" option
    4. Update the required fields (personal information, profile, license, etc.).
    5. Save the changes to apply the modifications
    Profile can be assigned or modified when editing a user
    Users-Edit

    Activate/Inactivate

    Allows you to temporarily suspend a user's access to the system without deleting his account.

    1. Select the "Edit" option
    2. Change the user's status from "Active" to "Inactive".
    3. Save the changes to apply the modification
    Users-ActiveActiveInactive

    Delete User

    Allows you to permanently remove a user from the system.

    Steps to Delete a User:

    1. In the list of users, identify the user you want to delete.
    2. Select the 3 dots in the upper right corner of the card.
    3. Select the "Delete" option
    4. Confirm in the pop-up window
    5. The user has been deleted
    6. a confirmation will appear at the top of the screen.

    The deletion of a User is permanent and cannot be undone.

    Users-Delete

    Download User Records

    Allows exporting user information for analysis or backup.

    Steps to Download Records:

    1. In the Users module, locate the "Options" option in the upper left corner.
    2. Select "Download Logs".
    3. The file will be saved to your device with the users' information
    Users-Download

    Import Users

    Allows multiple users to be added simultaneously using a predefined template.

    Steps to Import Users:

    1. In the Users module, locate the "Import" option in the upper left corner.
    2. Download the import template provided by the system
    3. Fill in the template with the information of the users to be imported
    4. Upload the completed file through the import interface
    5. Verify that there are no validation errors
    6. Confirm the import
    Users-Import

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