User management
User Management allows you to manage the people who have access to FIP and define which modules, information, and actions each one can use.
From this module you can:
View the tenant users.
Create new users and assign profiles to them.
Modify their data and profiles.
Deactivate and reactivate access.
Send a password recovery email.
Delete users.
Perform actions on multiple users.
Generate user reports.
Create and configure profiles.
Define permissions by module.
View and manage the users associated with each profile.
The available options depend on your role, your permissions, and the hierarchy of the user or profile you want to manage.
Changes made to profiles and permissions affect the user's access to the rest of FIP. Review assignments before saving or deleting information.
How it is organized
User Management is divided into two tabs:
User list, to view and manage users.
Profiles, to configure profiles and permissions.
User list is the tab that opens by default.
The selected tab is kept when you navigate through the module's internal screens.
Access and permissions
Not all users can access User Management or perform the same actions.
Depending on your profile, you may have permission to:
View users and profiles.
Create users.
Edit users at your same level or a lower level.
Deactivate, reactivate, or delete users.
Create and edit profiles.
Define permissions by module.
Delete profiles.
Generate reports.
Actions for which you do not have permission may remain hidden or disabled.
Role hierarchy
The hierarchy limits which users, profiles, and permissions you can manage.
A user cannot:
Create profiles with a higher level than their own.
Grant permissions they do not have.
Edit users with a higher level.
Modify their own account.
Deactivate or delete their own account.
To modify your account, another user with the necessary permissions must perform the action.
User list
User list shows the users registered in the tenant.
The counter in the header indicates the total number of users.
From this screen you can:
Search and filter users.
View their status and profiles.
Open their details.
Create a user.
Perform individual or bulk actions.
Generate a report.
Search users
Select Search to open the search field.
You can search by:
First name.
Last name.
Email.
User ID.
The search is case-insensitive.
Select the field's delete icon to remove the term and return to the full list.
Filter users
Select Filters to open the filters panel.
You can filter by:
Registered date: date when the user was registered.
Last login: date and time of their last access.
Profiles: assigned profiles.
User status: Active, Inactive, or All.
The different filters are combined using AND. The user must meet all selected criteria.
The selected values within Profiles are combined using OR. The user can have any of the selected profiles.
Remove filters
The active filters appear above the list.
You can:
Remove a filter by selecting its label icon.
Modify its value.
Select Clear all to remove all filters.
When there are no matches, modify the search or the applied filters.
Results
Each row represents a user.
The list may include the following columns:
User details
Shows:
Avatar.
First and last name.
Email.
Inactive users are visually distinguished from active ones.
User ID
Shows the user's unique identifier.
Select the copy icon to copy it to the clipboard.
Last login
Shows the date and time of the last access.
If the user has not logged in yet, Never logged in.
Created at
Shows the date when the user was created.
Profiles
Shows the assigned profiles using labels.
When the user has several profiles, the list may show only some of them and group the rest under an indicator such as +N.
Select the indicator to view all assigned profiles.
User status
Indicates the access status:
Active
Inactive
Actions
Includes the action to open the details and a menu with the available actions.
Depending on the user's status and your permissions, the menu may include:
Edit user
Deactivate user
Reactivate user
Recover password
Delete user
Sort the results
Select the header of a sortable column to change the order of the results.
Only one sorting criterion can be active.
Sortable columns may include:
User details.
Last login.
Registered date.
Change pages
Use the pagination at the bottom of the list to view more users.
Searches, filters, and the active selection are kept when changing pages.
Open a user
Select the view icon in the column Actions.
The details will open in read-only mode.
Select Edit user from the actions menu to open edit mode directly.
Create a new user
Select Create new user from User list.
A modal will open to enter the new user's data.
User data
Complete the required fields:
First name.
Last name.
Email.
Profiles.
The email must have a valid format and cannot already be associated with another user on the platform.
Assign profiles
Open the selector Profiles.
Each option shows:
Profile name.
Description.
Selection box.
You can assign more than one profile.
The selected profiles appear as labels and can be removed before creating the user.
You can only select profiles compatible with your role and hierarchy.
Create user
Select Create new user.
Before creating the user, the system checks:
That the required fields are complete.
That the email has a valid format.
That the email is not registered.
That at least one profile has been selected.
If there is an error, correct the indicated field and try again.
After creating the user:
The modal closes.
The list is updated.
The total counter increases.
The system sends the invitation to the indicated email.
A confirmation appears.
Select Cancel or close the modal to exit without creating the user.
Creating a user starts the invitation process, but the process of setting their credentials belongs to the platform access Flow.
User details
The details bring together the user's data, profiles, status, and access information.
Header information
The header can show:
Registered date.
Last login.
User ID.
User status.
Select the copy icon to copy the User ID.
Personal data
This section shows:
Avatar.
First name.
Last name.
Email.
Language.
Time zone.
Profiles
Shows the available profiles and which ones are assigned to the user.
Each profile may include:
Basic role.
First name.
Description.
Assignment status.
Read-only mode
When opening the details from the view icon, the information cannot be edited.
Select Edit to access edit mode when you have permission.
If another user is editing the same record, edit mode will not be available until they finish.
Edit a user
You can open edit mode from:
Edit user, in the list menu.
Edit, within the details.
Edit personal data
You can modify:
Avatar.
First name.
Last name.
Language.
Time zone.
The email remains in read-only mode and cannot be modified.
Change the image
Select Upload image to add or replace the avatar.
The image must be in .png or .jpg.
Select Remove to delete the current image.
Change profiles
In the section Profiles:
Check the profiles you want to assign.
Uncheck the ones you want to remove.
Review the permissions the user will gain or lose.
Select Save changes.
Only the profiles you can assign according to your hierarchy are shown.
Save changes
The Save changes button is enabled when you modify any data.
When saving:
Personal data is updated.
Profile assignments are updated.
The new permissions are applied on the platform.
A confirmation appears.
If a technical error occurs, the entered data remains on screen so you can try again.
Simultaneous editing
Only one person can edit a user at a time.
When another user is editing the record:
The details open in read-only mode.
Editing actions are not available.
A notice appears indicating that the user is being edited.
Edit mode becomes available again when the other person saves, cancels, or leaves the screen.
View your own account
You can open your own details to view:
Personal data.
Email.
Profiles.
Status.
Access information.
Your account is shown in read-only mode.
You cannot:
Edit your data from User Management.
Change your profiles or permissions.
Deactivate yourself.
Delete your account.
User status and access
A user can be in one of these states:
Active: can access the tenant with the permissions of their profiles.
Inactive: cannot access the tenant until they are reactivated.
Deactivating a user does not delete their profiles. When reactivated, they recover the assignments they previously had.
Deactivate a user
You can start the action from:
The row menu.
The details of an active user.
The actions bar, when you select a single active user.
Select Deactivate user.
A confirmation modal will open.
After confirming:
The user loses access to the tenant.
Their status changes to Inactive.
Their profiles are retained.
Their details switch to read-only mode.
The available action changes to Reactivate user.
Select Cancel to close the modal without making changes.
Before deactivating a user, make sure the action does not interrupt a task or responsibility that must be reassigned.
Inactive user
When a user is inactive:
Their data is shown in read-only mode.
Their profiles cannot be modified.
Their avatar cannot be changed.
Recover password is not available.
The action Reactivate user remains available for authorized profiles.
Reactivate a user
You can start the action from:
The row menu.
The details of an inactive user.
The actions bar, when you select a single inactive user.
Select Reactivate user.
A confirmation modal will open.
After confirming:
The user regains access to the tenant.
Their status changes to Active.
They recover the profiles and permissions they had before deactivation.
Their data becomes editable again.
The available action changes to Deactivate user.
Recover the password
Select Recover password from:
The actions menu.
The details of an active user.
The system sends a recovery email to the registered address.
The action:
Is only available for active users.
Does not modify their data.
Does not change their profiles.
Does not close the current screen.
A confirmation appears after sending.
Delete a user
Select Delete user from the actions menu or from the selection bar.
A confirmation modal will open.
After confirming:
The user is permanently deleted.
They lose access and the associated assignments.
The list and the total counter are updated.
A confirmation appears.
Deleting a user is an irreversible action. Use Deactivate user when you want to temporarily remove their access and keep the possibility of restoring it.
Actions on multiple users
Select one or more users using the list checkboxes.
The actions bar shows:
The number of selected users.
The actions available for that selection.
The selection is kept when changing pages.
Select a page
Use the header checkbox to select all users visible on the current page.
You can change pages and add more users to the selection.
Available actions
Depending on the selection, you can find:
Deactivate user, when selecting a single active user.
Reactivate user, when selecting a single inactive user.
Delete user, when selecting one or more users.
The other header actions remain disabled while there is an active selection.
Confirm a bulk action
All actions require confirmation.
Before continuing:
Check the number of selected users.
Verify that the action is correct.
Select the confirmation button.
When finished, the list and counter are updated.
Generate a user report
Select Generate report from User list.
The report is generated in CSV format and includes the complete corresponding set of users, not just those on the visible page.
Download all users
Keep the option disabled Apply filters.
Select Continue to generate a report with all users.
Apply filters to the report
Enable Apply filters.
You can filter the report by:
Last login.
Registered date.
Profiles.
User status.
Select Clear all to remove the report filters.
The report filters are independent of the filters applied to the list. Configure them within the modal before generating the file.
Report content
The file can include:
First name.
Last name.
Email.
User ID.
Registration date.
Last access.
Assigned profiles.
Status.
Download the file
Select Continue.
While the report is being generated, a progress indicator is shown.
When it finishes:
The browser starts the download.
A confirmation appears.
If an error occurs, no incomplete file is downloaded and you can try again.
Profiles
Profiles gathers the templates that determine the basic role and the permissions that can be assigned to users.
A user can have one or more profiles.
Changes made to a profile are applied to all users who have it assigned.
Search profiles
Select Search and enter the name of the profile you want to locate.
Delete the term to return to the full list.
Filter profiles
Select Filters.
You can filter by:
Basic role
Last update
Created at
Active filters appear above the list and can be removed individually.
Results
Each row represents a profile.
The list may include:
Profile name
Displays the profile name.
Profile ID
Displays the unique identifier.
Select the copy icon to copy it.
Basic role
Displays the basic role on which the profile is built.
Description
Summarizes the profile's purpose.
When the text is truncated, hover over it to view the full description.
Number of users
Displays how many users have the profile assigned.
Last update
Displays the date and time of the last modification.
Created at
Displays the creation date.
Actions
Includes actions to:
Edit the profile.
Delete it, when it has no assigned users.
Basic roles
Each profile starts from a basic role that establishes its overall access level.
Admin
Has access to all contracted and activated modules.
Can manage configuration, users, and profiles within its scope.
User Operator
Accesses only User Management.
Can view, create, and manage users, but does not access the rest of the modules or the platform's general configuration.
Manager
Can configure and manage functional parameters of the platform according to the assigned permissions.
May have permissions to manage product rules, configurations, and operations.
Analyst
Can view and analyze the information generated by the modules to investigate fraud and support decision-making.
The basic role defines the overall level. The permissions selected in the profile specify which modules and actions are available.
Create a profile
Select Create new profile from Profiles.
Profile data
Complete:
Profile name
Profile description
Basic role
The Profile ID is generated automatically and cannot be modified.
Select the basic role
Open the selector Basic role.
Only the roles you can create according to your hierarchy appear.
Select the information icon to view the description of each role.
The basic role cannot be modified after creating the profile. Make sure it is correct before continuing.
Select permissions
Permissions are grouped by module.
Only the following appear:
The modules contracted and activated for the tenant.
The permissions your own user has.
You can:
Search for a permission by name.
Select permissions individually.
Select all available ones.
Clear the entire selection.
The counter Selected permissions indicates how many permissions the profile has.
You cannot grant a permission you do not have.
Create the profile
Select Create profile.
The button remains disabled until the required fields are valid.
After creating the profile:
Its identifier is generated.
The configuration is saved.
The profiles list opens.
A confirmation appears.
Edit a profile
Select the edit action from the list.
The detail is organized into two tabs:
Profile configuration
Users with profile
Profile configuration
This tab shows:
First name.
Description.
Basic role.
Profile ID.
Selected permissions.
Creation date.
Update date.
You can modify:
The name.
The description.
The permissions.
You cannot modify:
The Basic role.
The Profile ID.
Save changes
Select Save changes to update the profile.
Changes to its permissions are applied to all users who have it assigned.
Select Discard changes to discard the changes and restore the last saved configuration.
Before removing a permission, check how many users have the profile assigned and which tasks they will no longer be able to perform.
Simultaneous editing
Only one person can edit a profile at a time.
If the profile is being edited:
It opens in read-only mode.
Editing actions are not available.
A warning appears.
The edit mode is restored when the other person saves, cancels, or leaves the screen.
Users associated with a profile
Open a profile and select Users with profile.
This tab shows the users who have the profile assigned.
Search and filter users
You can search within the list and filter by:
Last login.
Registered date.
User status.
There is no profile filter because all results already belong to the open profile.
Add users
Select Add users.
Search and select the people you want to add.
Confirm the action to assign them the profile.
After confirming:
The users appear in the list.
The counter is updated.
They obtain the profile's permissions.
Remove a user
Select the action to remove the profile assignment.
Confirm the action.
The user:
Stops appearing in the list.
Loses the permissions granted exclusively by that profile.
Keeps the permissions obtained through other profiles.
Remove several users
Select the users using the checkboxes.
Select Remove users.
The modal indicates how many users will be affected.
After confirming:
The assignments are removed.
The counter is updated.
Users lose the permissions granted by the profile.
Removing users from a profile may prevent them from accessing modules or performing actions. Check whether they have other profiles before confirming.
Delete a profile
A profile can only be deleted when it has no assigned users.
If it still has users:
The delete action remains disabled.
You must open Users with profile.
Remove all assignments.
Return to Profile configuration.
When the number of users is 0:
Select Delete profile.
Review the confirmation modal.
Confirm the deletion.
After confirming:
The profile is permanently deleted.
It disappears from the list.
A confirmation appears.
Deleting a profile is irreversible. It cannot be reassigned or recovered after confirming.
Bring a team on board
To prepare access for a new team:
Open Profiles.
Create the profiles needed for each type of responsibility.
Select the appropriate basic role.
Grant only the necessary permissions.
Open User list.
Create the users.
Assign the corresponding profiles to each person.
Check the status and assignments from the list.
On a new tenant, an initial guide may appear to help you create the first profile and first user. You can follow it or close it to configure the team manually.
Remove a user's access
When a person no longer needs access:
Locate the user in User list.
Review their profiles and responsibilities.
Reassign any task that depends on that person.
Select Deactivate user to immediately remove their access to the tenant.
Keep the user inactive if access may be restored in the future.
Select Delete user only when you want to delete it permanently.
Use deactivation as the default option when there is a possibility that the person may need access again.
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