User management
User management is centralized in the Control Panel. Only security administrators can add or modify users. Every user has a single profile that determines what they can see and do in the application. Profiles can’t be combined: A user who manages security can’t also view documents, and vice versa.
The system logs every action performed by every user. Security administrators can review these logs at any time and export them to CSV.
The Usuarios section has two subsections:
- Usuarios Locales
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Internal users who log in to the application directly.
- Usuarios Externos (Administración Delegada)
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External users, such as clients, who are authorized to view documents issued to them.
Add a local user
You must have the security administrator profile to complete this task.
- On the home screen, go to .
- Click Agregar Usuario .
- Click Agregar.
The user list shows the new user with their ID, login, name, creation date, last login, password change date, and email. If any required field is missing or incorrect, the screen shows a descriptive error message.
Edit a user profile
You must have the security administrator profile to complete this task.
- Go to Panel de Control→Usuarios.
- Select Usuarios Locales or Usuarios Externos.
- Click the Permiso icon for the user you want to modify.
- Select the checkboxes for each permissio. For Folio Management, select the appropriate profile from the Perfil Folio Management dropdown.
- Click Modificar.
Block or unblock a user
You must have the security administrator profile to complete this task.
You may need to unblock a user if they exceed the allowed number of login attempts. You can also block a user manually.
- Go to Panel de Control → Usuarios and select Usuarios Locales or Usuarios Externos (Administración Delegada).
- Click the bloq/desbloq icon for the user.
Delete a user
You must have the security administrator profile to complete this task.
- Go to Panel de Control → Usuarios and select Usuarios Locales or Usuarios Externos (Administración Delegada)..
- Select the user you want to delete.
- Click Eliminar.
- Click OK to confirm.
View a user’s event log
You must have the security administrator profile to complete this task.
- Go to .
- Click the eventos icon for the user you want to review.
Add an external user
You must have the Security administrator profile to complete this task.
- Go to .
- Click Agregar Usuario.
- Complete the required fields: RUT, Name, and Email.
- Click Agregar.
View user event logs
You must have the security administrator profile to complete this task.
Export a user event log
You must have the security administrator profile to complete this task.
- Go to .
- Click the eventos icon for the user.
- Click Exportar a CSV to download the log.
