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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: 

image.png

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 

Standard User 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)

Read-Only User 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 – FeaturesProcedure

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

To access it, from the main page navigate to: 

Settings → Users (Screenshot) 

From there, you can:can : 

  • ViewView the list of all users with their active roles

  • Add new users and configure their permissions

  • Edit or deactivatedeativate existing accounts

  • Create new Users
C1 - Adding new user

  Procedure  

 

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

 

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


Reset(3) userFill passwordsthe ifCONTAT requiredFORM, those information are optional

 

  • Monitor(4) userClick activityCREATE

     

  • image.png

    C2 - Modifying users

      Procedure  

     

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

     

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


    The(3) interfaceFill hasthe beenCONTAT designedFORM, tothose beinformation simple,are clear, and secure, allowing supervisors to manage their teams easily without needing IT involvement.optional 

     

    Procedure(4) tuClick addSAVE

    image.png

    Note that when modifying a Useruser, 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!

    image.png