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[WIP] Users

Learn everything about user creation and permissions ! 

A – Context 

Each agent who needs to use Ancitrak requires personal access. Ancitrak provides an efficient and centralized way to manage users and permissions. At the time of writing, only a few roles are available, but the system has been designed to remain flexible and easy to extend as future needs evolve (like more granuate an custom rôles). 

B – Use Case  

Ancitrak currently provides three roles, each corresponding to a distinct user profile within the CSSD workflow: 

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Administrator 

This role is intended for CSSD supervisors or team leaders. As an Administrator, you can: 

  • Create new user accounts for your agents

  • Assign roles and permissions

  • Disable or edit existing accounts

  • Access all configuration options of the platform 

Manager

This is the default role for most CSSD agents. Standard Users can: 

  • Access operational features of Ancitrak 

  • Perform instrument scans and tray controls

  • Use tracking and documentation tools

  • View, but not modify, core configurations 

Operator

This rôle is designed for ...

To be Filled (kev)

Viewer

This role is designed for auditors, trainees, or external personnel who need visibility without making changes. It more or less a Read-Only Users can: 

  • Navigate through the interface

  • Consult kit structures, instrument details, and history

  • Access documentation and training material

  • But they cannot modify data or perform operational actions. 

C – Procedure

User administration is handled directly within the web interface of Ancitrak.

To access it, from the main page navigate to: 

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From there, you can :

  • View the list of all users with their active roles
  • Edit or deativate existing accounts
  • Create new Users
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C1 - Adding new user

  Procedure  

 

(1) On User list page click on the NEW USER button at the top right of the screen.

 

(2) Fill the GENERAL INFORMATIONS, those information are mandatory. 


(3) Fill the CONTAT FORM, those information are optional

 

(4) Click CREATE

 

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C2 - Modifying users

  Procedure  

 

(1) On user list page click on Edit button image.png

 

(2) Fill the GENERAL INFORMATIONS, those information are mandatory. 


(3) Fill the CONTAT FORM, those information are optional

 

(4) Click SAVE

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Note that when modifying a user, not all parameters can be changed (such as password or role). We are aware of this limitation and may address it in the future. For now, if you need to reset a password or change a role, please delete the user and recreate it with the updated information.

C3 - Delete and disable users

At the top left of the user modification form, the small menu button offers two self-explanatory actions. Use them wisely :) !

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