Registering Internal Users on McFile

Internal user management allows the organization to control who accesses the platform by defining specific permissions for each collaborator.

User management is exclusive to users with Administrator permissions.

Creating an internal user in the system

1. Click on your username located in the upper right corner of the screen.
2. Select the Admin option.

3. In the navigation menu, select the Users > Internal Users option.
4. Click the New internal user button, located on the upper right side.
5. Fill in the form fields with the user's data:
  • User: the institutional email that will serve as the login.
  • Name: the user's full name.
  • Access profile: User (limited queries and registrations), Information Manager (some admin operations, file, library, and table operations), or Administrator (full access to the system and contracted plan).
  • Privileges: extra user permissions, such as document maintenance, public link creation, and record printing.
  • Restricted Area: areas where the user can view and edit records.
6. Select the Create button, on the upper right side, to finish the registration of the new user.
The system will automatically send an email with first-access instructions to the registered user.

Managing registered users

After creation, it is possible to edit the accounts through the actions menu in the user list.
  • Dark blue button: allows editing account information and permissions.
  • Light blue button: displays a detailed list of user permissions.
  • Green button (open padlock): indicates that the account is active; click to block access.
  • Red button (closed padlock): indicates that the account is suspended; click to unlock access.