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Access Management

4. Settings

The Access Management module is responsible for managing users, roles, and permissions within the portal.  This section is used to manage each user's access and privileges according to their assigned role. 

Permissions

4. Settings Access Management

The Permissions section shows a detailed list of all the permissions available on the portal, indicating which ones are active and which ones are disabled.  IMPORTANT: If you want to create a new permission, you must notify the person in charge of NEXUS admin...

Roles

4. Settings Access Management

In the Roles section, you can create, edit, and list the roles that exist in the system.  To create a role, you only need to provide the name and code. The code must be written in uppercase letters, and spaces must be replaced with underscores (_).  📝 No...

Users

4. Settings Access Management

In the users section, you can create, edit, and list system users. Creating users  There are two ways to create users in the system:  Assign permissions to an existing employee:  Select the “+” icon next to the employee.  A confirmation window wil...

Login

The login module allows users to access the portal securely, either through traditional credentials, SSO login, or the password recovery option in case of forgotten passwords.

Email Notification

4. Settings

Overview The Email Notification module allows you to create and manage email notification templates that can be automatically sent based on service and form configurations. This guide will walk you through all the features and workflows available in this modu...

Forgot Password

Login

To reset your password, click on the “Forgot Password” option. You will then be redirected to a new window where you will need to enter your username. When you click on the “Send” button, the system will generate a temporary password, which will be sent to...

Menu permissions

4. Settings Access Management

Menu Permissions is the module responsible for assigning permissions to the portal menu options. Using the Search Menus field, you can search for the menu option to which you want to assign permissions. Select the menu option and, in the right-hand panel...

Reset Form

1. Hub

The Reset Form option allows you to completely reset a form, regardless of its status. When executed, the system deletes the previously entered information and returns the form to its initial status (Incomplete), allowing it to be completed again from scratch...

How it works.

1. Hub Reset Form

This feature ensures that: The form can be corrected when it has been filled out incorrectly. The process can be repeated without generating inconsistencies. All fields, such as files, notes, and values that have been added in full, are cleared. Internal...