Overview
As an administrator, you can manage all user accounts in Quality Hub GINEZ, including creating new users, assigning roles, and managing access levels. User management is centralized in the Configuration module.Accessing User Management
User Roles
Quality Hub GINEZ has 8 predefined roles with specific permissions based on access levels (AC=Complete, AP=Partial, AR=Restricted):1. Administrador (Administrator)
Full system access - System Administrators, IT, General Managers- ✅ Full access to all modules (AC level)
- ✅ Can create, edit, and delete all records
- ✅ Can manage users and permissions
- ✅ Can export data from all modules
- ✅ Access to all filters including branch (sucursal) filter
- ✅ Access to audit logs and all configuration tabs
2. Preparador (Preparer)
Product preparation and batch logging - Product Preparers, Mixing Personnel, Formulation Technicians- ✅ View and download catalog (AC level)
- ✅ Create and edit bitácora entries (AC level)
- ✅ View quality control (AP level - partial, view only)
- ✅ View quality control reports (AP level)
- ❌ No access to commercial analysis reports
- ❌ No branch (sucursal) filter access
- ❌ Cannot delete any records
3. Gerente de Calidad (Quality Manager)
Quality control and development - Quality Managers, R&D Directors, Laboratory Managers- ✅ View and download catalog
- ✅ Full quality control access (AC level - can edit and delete)
- ✅ Access to branch filter in Quality Control module
- ✅ Can manage quality parameters across all branches
- ❌ No access to bitácora module (AR level)
- ❌ Cannot view commercial analysis reports
4. Gerente de Sucursal (Branch Manager)
Branch-level management and oversight - Branch Managers, Regional Supervisors- ✅ View and download catalog
- ✅ View quality control (AP level - view only)
- ✅ View quality control reports
- ❌ No access to bitácora module (AR level)
- ❌ No branch filter (sees only their data)
- ❌ Cannot edit or delete quality records
5. Director de Operaciones (Operations Director)
Operations oversight and quality monitoring - Operations Directors, Production Managers- ✅ View and download catalog
- ✅ View quality control (AP level - view only)
- ✅ View quality control reports
- ❌ No access to bitácora module (AR level)
- ❌ Cannot edit or delete quality records
6. Mostrador (Counter Staff)
Catalog access only - Counter Personnel, Front Desk Staff- ✅ View and download catalog only
- ✅ Access to profile settings
- ❌ No access to any other modules (AR level for all except catalog)
7. Cajera (Cashier)
Catalog access only - Cashier Personnel- ✅ View and download catalog only
- ✅ Access to profile settings
- ❌ No access to any other modules (AR level for all except catalog)
8. Director de Compras (Purchasing Director)
Catalog and limited reporting - Purchasing Directors, Procurement Managers- ✅ View and download catalog
- ✅ View reports (commercial analysis tab)
- ✅ Access to profile settings
- ❌ No access to bitácora or quality control modules
Managing User Accounts
Viewing All Users
The Users page displays a table with:- User name
- Role assignment
- Branch (sucursal)
- Approval status
- Last updated date
- Use the search bar to find users by name
- Filter by pending approvals using the toggle
Creating New Users
Users typically register themselves through the login page. As an administrator, you then:Assign Role and Branch
Click Edit on the user’s row and select:
- Appropriate role from the dropdown
- Branch (sucursal) assignment
Editing User Information
Modify Details
Update any of the following:
- Full name
- Position/title
- Department area
- Branch assignment
- Role
- Admin status (elevate to administrator)
Changes take effect immediately. Users may need to refresh their browser to see updated permissions.
Deleting User Accounts
What happens when you delete a user:
- ✅ User profile information is removed
- ✅ User loses system access
- ✅ Historical records (bitácora, quality control) are preserved
- ✅ Auth account may remain in the system for security
Best Practices
Principle of Least Privilege
- Assign only the permissions necessary for the user’s job function
- Example: A preparer doesn’t need access to reports or quality validation
Separation of Duties
- The person who prepares products should not be the same person who validates quality
- Prevents conflicts of interest and ensures checks and balances
Regular Review
- Review user permissions every 3-6 months
- Revoke access for inactive users
- Update roles when employees change positions
Documentation
- Maintain a record of who has what permissions
- Document significant changes (promotions, role changes)
- Keep notes on why specific permissions were granted
Workflow Example
Scenario: Onboarding a New Preparer
Assign Preparer Role
- Set role to “Preparador”
- Assign to their work branch (e.g., “Tlalnepantla”)
- Set their area (e.g., “Producción”)
Troubleshooting
User Cannot Access a Module
- Verify their role includes permissions for that module
- Ask user to refresh the page (F5)
- Check that their account is approved
- Review role permissions in the system
Changes Not Reflected
- User must reload the page to see permission changes
- Verify changes were saved successfully
- Check browser console (F12) for errors
- Clear browser cache if necessary
Cannot See User Management
- Only administrators can access user management
- Verify your account has
is_admin = true - Check that you’re in the “Usuarios” tab of Configuration