This document describes the process of creating and managing users in the portal, allowing both creating users from scratch and cloning existing users, ensuring standardization and agility in permission configuration.
User management is performed through the menu:
System → Users → Users Index
On this screen, it is possible to:
On the Users Index screen, click the + Create button, as shown in the image below.
Image 1 — Users Index (+ Create button)
After clicking + Create, the Create User screen will be displayed.
At this stage, fill in the following required fields:
It is also possible to associate User Profiles, if profiles are previously configured in the environment.
Image 2 — Create User Screen (basic data and profiles)
In the Permissions section, it is possible to configure the user's access level by module.
Permissions are organized into two levels:
It is also possible to define the access type:
Main configurable modules:
Image 3 — User Permissions Screen
After reviewing all fields and permissions, click Register to complete the user creation.
User cloning is recommended when creating a new access with the same permissions as an existing user, ensuring standardization and reducing configuration errors.
On the Users Index screen, locate the user that will be used as a reference and click the Clone action, as indicated below.
When creating a user by cloning, only the following fields need to be filled:
🔁 All other data is automatically copied from the source user, including: