1
Open Internal Users or External Users
Go to the Users group and select the corresponding application according to the type of user you want to manage.
PIC Customers•user-management
Internal and external user management
Learn how to review, create, update, block, or delete internal and external portal users.
Prerequisites
You must sign in with an administrator user and have permissions over the Users application group.
1. Process introduction
The Users application group lets you manage internal and external users. Internal users are the portal's administrator team; external users are customer users who will work with orders and inquiries.
From the list you can review existing users, check their status, and perform management actions on each record.
2. Business value
Centralized user management prevents informal access, duplicates, or inconsistent permissions. It also lets you block users who should temporarily not access the portal.
When the email and job type are registered correctly, the user receives the invitation, access link, and instructions to set a password.
3. How to manage users
Use this flow to review existing users or create new access.
2
Manage an existing user
Click the user's row to see the available actions: view, update, delete, or block.
3
Create a user
Select Create and enter username, first name, last name, and email. The email will be used to send the invitation and access link.
4
Select the job type
Use Administrator for internal users and Customer Administrator for external users, according to the profile being created.
5
Save and invite
Save the user to complete the registration. The registered user will receive the invitation to access the portal.
Key data for creating users
| Field | Meaning | Source or reference | Required | Depends on | Process impact |
|---|---|---|---|---|---|
| Username | Unique identifier to sign in or recognize the user. | Defined by the administrator. | Yes | Must be clear and not duplicated. | Avoids confusion between similar users. |
| Destination for the invitation, access link, and password instructions. | Entered by the administrator. | Yes | Must be spelled correctly. | If the email is wrong, the user will not receive access. | |
| Job type | Defines whether the user works as an internal or external administrator. | Selected during creation. | Yes | Must match the user's actual role. | Determines permissions and scope of operation. |
Available actions
View
Shows the user's details without modifying them.
Update
Lets you modify the user's information.
Block
Prevents the user from accessing until the block is removed.
Delete
Permanently removes the user from the system. Use this action with care.
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