👥 Team and Users

Estimated time: 8 minutes
Level: 🟢 Easy
Register your work team

---

🎯 What is the Team?

These are all the people who use PoolControl in your company.

Examples:

• You (administrator)
• Your partner (manager)
• Field technicians
• The billing person

---

📝 Register a user

How:

1. Go to Settings → Equipment
2. Press "New User"
3. Fill in data:

Captura con datos demo AquaDemo.Capture with AquaDemo demo data.

📋 Types of Users

Role	What does it do	Example
Administrator	Everything	The boss, owner
Manager	Manage, not configure	Operations Manager
Technical	Use mobile app	Pool cleaner
Office	Billing, clients	Administrative
Read only	See, don't touch	External accountant

---

👤 User Profile

Each user has a tab:

---

🔄 Activate/Deactivate Users

When to deactivate:

• The worker leaves the company
• Temporary leave (illness, long vacation)
• Stop using the system

---

🔐 User Security

Good practices:

1. One user per person

   • Do not share accounts
   • Each one with their email

2. Strong passwords

   • Minimum 8 characters
   • Change every 3 months
   • Do not use "123456" or "password"

3. Disable on leaving

   • Immediately when someone leaves
   • Remap your pools

4. Check access

   • Check monthly who accesses
   • Detect unused accounts

---

💡 Tips

Tip 1: Clear photo

Technicians with a photo are easier for customers to identify.

Tip 2: Corporate email

Use emails like @yourcompany.com, not personal ones (@gmail.com).

Tip 3: Document discharges

Save registration date for payroll and vacation issues.

Tip 4: Minimum roles

Give everyone the minimum necessary permission. Safety first.

---

❓ Frequently asked questions

"Can I change someone's role?"

Yes, edit the user and change the role. Permissions are updated immediately.

"What happens if a technician loses his cell phone?"

Temporarily deactivate your user from the panel. Reactivate it when you have a new mobile.

"Can I see what each user is doing?"

Yes, in Audit (System → Audit) you see all the actions of each one.

"Is there a user limit?"

It depends on your licensing plan. Check Settings → License.

---

✅ Registration checklist

• [ ] Correct full name
• [ ] Valid and corporate email
• [ ] Updated phone
• [ ] Profile photo
• [ ] Appropriate role
• [ ] Employee number (if applicable)
• [ ] Access activated
• [ ] User has received a welcome email

---

👥 A well-organized team = Efficient company

Each person with their role, each one with their tools.

Roles & Permissions