This form allows granting access to new users on the platform, differentiating between those who are already part of the internal payroll (Existing Collaborator) and those who areExternal.
1. User Type Selection
Upon entering the form, the first thing you'll see is the selector forCreation Type.
Existing Collaborator:Use it for people who already have an employee record or contract uploaded in the system.
External:Use it for consultants, suppliers, or personnel who are not listed on the main payroll.
2. Flow: Existing Collaborator
This flow is faster because the system fetches the information it already knows about the employee.
Enable Switch:Make sure the option"Existing Collaborator"is turned on (blue circle).
Search Collaborator:Click on the search field. A list of available employees will drop down. You can type their name to filter. (only collaborators who do not have a created user will appear)
Selection:When choosing the collaborator, you will see that fields such as theFirst name,Last nameandDNIare locked and auto-filled.
Profile Assignment:Select the permissions role they will have within the platform (e.g. Administrador, Consultor, Normal or another customized).
Email:Verify or enter the corporate email where the user will receive their credentials.
3. Flow: External User
Use this path if the person does not have a prior record in the database.
Enable Switch:Make sure the option"External User"is turned on (blue circle).
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Complete Personal Data:You must manually fill in all required fields:
First and Last Name.
DNI(depending on the country).
Email:It is vital that it is correct, as it is the access key.
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Access Configuration:
Profile:Defines the access level.
4. Completion and Saving
Regardless of the user type, the final steps are:
Validation:Check that there are no fields marked in red (required).
Create Button:Click on"Create user"(or the confirmation button in the bottom corner).
Confirmation:The system will display a success message and the user will appear in the general list of active users.
Summary of key differences
| Feature | Existing Collaborator | External User |
|---|---|---|
| Data source | Internal database (Record) | Full manual entry |
| Locked fields | First name, Last name and RUT | None (everything editable) |
| Main use | Collaborators created on the platform | Suppliers / Auditors / External entities |
💡Still have questions?
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🤖 This article was translated using artificial intelligence. View original article.