[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:

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:

From there, you can :

View the list of all users with their active roles
Edit or deativate 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.

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

(4) Click CREATE

C2 - Modifying users

Procedure

(1) On user list page click on Edit button

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

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

(4) Click SAVE

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!