Profile Settings

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Overview

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Accessing Profile Settings

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Profile Components

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Profile Header

• Avatar: User profile picture (can be uploaded/changed)
• Full Name: Display name
• Email: User’s email address
• Role Badge: Current role (e.g., Preparer, Administrator)
• Branch Badge: Assigned branch/location
• Admin Badge: Shows if user has administrator privileges

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Personal Information Card

• Full Name: User’s complete name
• Email: Contact email address
• Branch: Assigned branch location (if applicable)

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Role & Permissions Card

• Current Role: Assigned role name
• Access Level: Administrator or Standard User
• Permission Summary: Brief description of role capabilities

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Editing Your Profile

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Editable Fields

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Standard Users Can Edit:

• Full Name
• Position/Job Title
• Area/Department
• Branch (from predefined list)

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Administrators Can Additionally Edit:

• Email address
• Password

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Update Process

1. Click Edit button
2. Modify desired fields
3. Click Save Changes
4. Page automatically refreshes to reflect changes

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Avatar Management

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Uploading an Avatar

1. Click on your current avatar in the profile header
2. Select Upload Photo or similar option
3. Choose an image file (JPG, PNG, GIF)
4. Image is automatically uploaded and displayed

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Avatar Display

• Avatars are displayed in a circular frame
• If no avatar is uploaded, initials are shown
• Avatars appear in profile header and navigation menu

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Available Branches (Sucursales)

• Centro
• Norte
• Sur
• Este
• Oeste
• Almacén Central

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Role Information

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Role Display

• Role Name: Human-readable role name
• Role Key: Internal role identifier
• Description: Brief description of role purpose

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Role-Based Features

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User Management (Administrators Only)

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Users Tab

• View all system users
• Edit user roles and branches
• Approve pending user registrations
• Revoke user access
• Delete user accounts

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User Table Columns

• Name: User’s full name and email
• Status: Approved or Pending
• Role: Current role assignment
• Branch: Assigned location
• Registration Date: When user was created
• Actions: Edit and approval buttons

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Pending User Approvals

1. They appear in the Users table with Pending status
2. An amber alert shows the count of pending users
3. Admin clicks Approve to grant access
4. User can immediately log in after approval

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Editing Other Users

1. Navigate to Configuration → Users
2. Click Edit on desired user
3. Modify role and/or branch
4. Preview permissions for selected role
5. Click Save Changes

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Editable User Fields

• Role: Select from 8 available roles
• Branch: Select from branch list

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Revoking Access

1. Navigate to Configuration → Users
2. Find the approved user
3. Click Revoke button
4. User’s status changes to “Pending”
5. User cannot log in until re-approved

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Deleting Users

1. Navigate to Configuration → Users
2. Click Delete button (trash icon)
3. Confirm deletion in the warning dialog
4. User profile is removed from system

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Audit Tab (Administrators Only)

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Logged Events

• Document downloads
• Document views
• User actions
• Timestamp of each event

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Audit Filters

• User Name: Search by user
• Role: Filter by role type
• Action Type: Download, View, etc.
• Date Range: From/To dates

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Audit Table Columns

• Date and Time: When action occurred
• User: Who performed the action
• Role: User’s role at time of action
• Document: Which document was accessed
• Action: Type of action performed

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Exporting Audit Logs

1. Apply desired filters
2. Click export button
3. Download CSV or Excel format

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Profile Security

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Password Changes

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Email Changes

1. Admin updates email in profile editor
2. Confirmation email sent to new address
3. User must click verification link
4. Email change takes effect after verification
5. Old email remains active until verified

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Profile Data Model

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Profile Fields

interface Profile {
    id: string              // User UUID
    full_name: string       // Display name
    area: string           // Department/Area
    position: string       // Job title
    email: string          // Email address
    role: string           // Role key (e.g., 'preparador')
    is_admin: boolean      // Admin flag
    approved: boolean      // Approval status
    sucursal?: string      // Branch assignment
    avatar_url?: string    // Avatar image URL
    updated_at: string     // Last update timestamp
}

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Role Names Mapping

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Best Practices

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For All Users

1. Keep Profile Updated: Ensure your name, position, and contact information are current
2. Upload Avatar: Add a profile picture for better identification
3. Review Permissions: Understand your role’s capabilities and limitations
4. Report Issues: Contact admin if you need different permissions

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For Administrators

1. Regular Reviews: Review user list monthly
2. Prompt Approvals: Approve or reject pending users within 24 hours
3. Role Accuracy: Ensure users have appropriate roles for their job function
4. Branch Assignment: Assign branches accurately for proper data filtering
5. Documentation: Keep notes on why specific roles were assigned
6. Audit Monitoring: Regularly review audit logs for unusual activity

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Troubleshooting

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Cannot Edit Profile

1. Refresh the page (F5)
2. Check if you’re logged in
3. Verify you have edit permissions
4. Clear browser cache

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Avatar Not Uploading

1. Check file size (should be < 5MB)
2. Use supported formats (JPG, PNG, GIF)
3. Check internet connection
4. Try a different image
5. Refresh page after upload

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Changes Not Saving

1. Verify all required fields are filled
2. Check browser console for errors (F12)
3. Ensure stable internet connection
4. Try logging out and back in

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Cannot Access Users Tab

1. Verify you’re an administrator
2. Check is_admin flag in database
3. Contact system administrator

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Email Verification Not Received

1. Check spam/junk folder
2. Verify email address is correct
3. Wait 5-10 minutes for delivery
4. Contact administrator to resend

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Related Documentation

• Roles and Permissions - Detailed role capabilities
• Authentication - Auth system and security

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API Integration

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Fetching Current Profile

import { useAuth } from '@/components/AuthProvider'

const { profile, loading } = useAuth()

if (loading) return <Loader />

console.log(profile?.full_name)
console.log(profile?.role)
console.log(profile?.sucursal)

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Updating Profile

const { error } = await supabase
    .from('profiles')
    .update({
        full_name: 'New Name',
        position: 'New Position',
        updated_at: new Date().toISOString()
    })
    .eq('id', userId)

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Checking Admin Status

const { profile } = useAuth()

if (profile?.is_admin) {
    // Show admin features
}