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Overview

The user management module allows administrators to create, edit, and manage all system users. You can control user access through role-based permissions and activate or deactivate user accounts as needed.
Only users with the Administrador role can access user management features.

User roles

DoctorSoft+ supports three primary user roles, each with different access levels:

Administrador

Full system access including user management, business unit configuration, and all administrative settings.

Medico

Access to patient records, appointments, medical histories, and clinical documentation.

Recepcionista

Access to appointment scheduling, patient check-in, and basic patient information.

Accessing user management

1

Navigate to Users

From the main navigation menu, click on Usuarios in the sidebar.
2

View user list

The system displays all registered users in a paginated table showing:
  • Name (Nombre)
  • Email address
  • Phone number (Teléfono)
  • Assigned role (Rol)
  • Current status (Estado)

Creating a new user

1

Click Add button

In the Users page, click the Agregar button in the top-right corner.
2

Fill in user details

Complete the form with the following required information:
  • Nombre: Full name of the user
  • Email: Valid email address (will be used for login)
  • Teléfono: Phone number (optional)
  • Rol: Select from Administrador, Médico, or Recepcionista
  • Estado: Set initial status (Activo or Inactivo)
3

Save the user

Click Guardar to create the user account.
Ensure the email address is valid and unique. Duplicate email addresses are not allowed in the system.

Editing existing users

To modify user information:
1

Locate the user

Use the search bar to find the user by name, email, or phone number.
2

Open edit form

Click the edit icon (pencil) in the Actions column for the user you want to modify.
3

Update information

Modify any of the following fields:
  • Name
  • Email
  • Phone number
  • Role assignment
  • Account status
4

Save changes

Click Actualizar to save your modifications.

User status management

Each user account has a status that controls their access to the system:

Active status (Activo)

  • User can log in to the system
  • Has full access to features permitted by their role
  • Can perform all authorized actions

Inactive status (Inactivo)

  • User cannot log in to the system
  • Account is preserved but access is revoked
  • Useful for temporary suspensions or departures
Use the Inactivo status instead of deleting users to maintain data integrity and audit trails.

Searching and filtering users

The user management interface includes a powerful search feature:
  • Search by name: Type any part of the user’s name
  • Search by email: Enter the email address or domain
  • Search by phone: Enter phone number digits
The search is case-insensitive and updates results in real-time as you type.

Pagination

The user list displays 12 users per page. Use the pagination controls at the bottom of the table to:
  • Navigate to the next or previous page using Siguiente and Anterior buttons
  • View the current range of users being displayed
  • See the total number of registered users

Best practices

Role assignment

Assign the minimum role necessary for each user to perform their job functions. Follow the principle of least privilege.

Regular audits

Review user accounts periodically to ensure only active staff members have access to the system.

Status vs. deletion

Deactivate users instead of deleting them to preserve audit trails and historical data associations.

Contact information

Keep email addresses and phone numbers up-to-date for system notifications and password recovery.

Troubleshooting

Error: “Email already exists”

This error occurs when trying to create a user with an email address that’s already registered in the system. Each email must be unique. Solution: Use a different email address or check if the user already exists in the system.

Error: “Error al cargar usuarios”

This indicates a problem connecting to the database or loading user data. Solution: Refresh the page. If the error persists, contact your system administrator.

Cannot edit user information

If the edit form doesn’t open or save changes: Solution: Verify you have Administrador role permissions. Only administrators can modify user accounts.

Data stored in tcUsuarios table

The system stores the following user information:
FieldDescriptionRequired
idUnique user identifierAuto-generated
nombreUser’s full nameYes
emailEmail address (login)Yes
telefonoPhone numberNo
rolUser role (Administrador/Medico/Recepcionista)Yes
estadoAccount status (Activo/Inactivo)Yes
fechaultimoaccesoLast login timestampAuto-updated
updated_atLast modification timestampAuto-updated

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