{"id":217,"date":"2025-12-16T11:50:14","date_gmt":"2025-12-16T09:50:14","guid":{"rendered":"http:\/\/pirolab.cat\/?page_id=217"},"modified":"2025-12-16T12:36:17","modified_gmt":"2025-12-16T10:36:17","slug":"user-management","status":"publish","type":"page","link":"https:\/\/pirolab.cat\/index.php\/en\/documentation\/user-management\/","title":{"rendered":"User Management"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">New Client Screen<\/h3>\n\n\n\n<p>The <strong>New Client<\/strong> screen allows you to register a new client in the laboratory system. This screen is used to enter identification, contact, and location details for the client.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"944\" height=\"562\" src=\"http:\/\/pirolab.cat\/wp-content\/uploads\/2025\/12\/image-19.png\" alt=\"\" class=\"wp-image-269\" style=\"width:682px;height:auto\" srcset=\"https:\/\/pirolab.cat\/wp-content\/uploads\/2025\/12\/image-19.png 944w, https:\/\/pirolab.cat\/wp-content\/uploads\/2025\/12\/image-19-300x179.png 300w, https:\/\/pirolab.cat\/wp-content\/uploads\/2025\/12\/image-19-768x457.png 768w\" sizes=\"auto, (max-width: 944px) 100vw, 944px\" \/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udccb Client Details<\/h3>\n\n\n\n<p>Below are all the fields available on this screen:<\/p>\n\n\n\n<p><strong>Tax ID<\/strong><br>Client\u2019s tax identification number.<br>Mandatory field.<br>Must have a valid format depending on the document type (individual or company).<\/p>\n\n\n\n<p><strong>Company name<\/strong><br>Full name of the client or legal company name.<br>Mandatory field.<\/p>\n\n\n\n<p><strong>Address<\/strong><br>Client\u2019s postal address (street, number, floor, etc.).<br>Optional but recommended.<\/p>\n\n\n\n<p><strong>Postal code<\/strong><br>Postal code corresponding to the client\u2019s address.<br>Numeric values only.<\/p>\n\n\n\n<p><strong>City<\/strong><br>City or town where the client is located.<\/p>\n\n\n\n<p><strong>Province \/ State<\/strong><br>Province or state associated with the address.<\/p>\n\n\n\n<p><strong>Country<\/strong><br>Country of residence or tax location of the client.<\/p>\n\n\n\n<p><strong>Phone<\/strong><br>Client contact phone number.<br>May include international prefix.<\/p>\n\n\n\n<p><strong>Email<\/strong><br>Client email address.<br>Must have a valid format (example: <a>user@domain.com<\/a>).<\/p>\n\n\n\n<p><strong>Website<\/strong><br>Client website, if available.<\/p>\n\n\n\n<p><strong>Notes<\/strong><br>Free text field to add additional relevant information about the client.<br>Example: contact hours, reminders, administrative information, etc.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udd18 Available Actions<\/h3>\n\n\n\n<p><strong>Save<\/strong><br>Saves the client with the entered data.<br>The system validates mandatory fields before saving.<br>If any data is incorrect or missing, an informational message is shown.<\/p>\n\n\n\n<p><strong>Cancel<\/strong><br>Cancels the creation of the new client.<br>No data will be saved.<br>Returns to the previous client management screen.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u2139\ufe0f Informational Messages<\/h3>\n\n\n\n<p>During client creation, the system may display messages such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201cTax ID is required\u201d<\/li>\n\n\n\n<li>\u201cCompany name is required\u201d<\/li>\n\n\n\n<li>\u201cInvalid email format\u201d<\/li>\n\n\n\n<li>\u201cClient created successfully\u201d<\/li>\n<\/ul>\n\n\n\n<p>These messages help the user complete the information correctly.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u2705 Usage Recommendations<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Always verify the Tax ID before saving.<\/li>\n\n\n\n<li>Enter all available contact details to facilitate communication.<\/li>\n\n\n\n<li>Use the notes field to record relevant information without a specific field.<\/li>\n<\/ul>\n\n\n\n<p>This screen is the first step to associate clients with orders, samples, reports, and other laboratory processes.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Edit Client Screen<\/h3>\n\n\n\n<p>The <strong>Edit Client<\/strong> screen allows the user to select an existing client and update their identification, contact, and location data. This functionality is essential for keeping client information accurate and up to date.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"953\" height=\"546\" src=\"http:\/\/pirolab.cat\/wp-content\/uploads\/2025\/12\/image-20.png\" alt=\"\" class=\"wp-image-271\" style=\"aspect-ratio:1.7454746824490361;width:705px;height:auto\" srcset=\"https:\/\/pirolab.cat\/wp-content\/uploads\/2025\/12\/image-20.png 953w, https:\/\/pirolab.cat\/wp-content\/uploads\/2025\/12\/image-20-300x172.png 300w, https:\/\/pirolab.cat\/wp-content\/uploads\/2025\/12\/image-20-768x440.png 768w\" sizes=\"auto, (max-width: 953px) 100vw, 953px\" \/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udd0e <strong>Client Selection<\/strong><\/h3>\n\n\n\n<p><strong>Select an Existing Client<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A dropdown menu appears at the top of the screen.<\/li>\n\n\n\n<li>It allows selecting a client already registered in the system.<\/li>\n\n\n\n<li>Upon selection, the client\u2019s data is automatically loaded into the form fields.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udccb <strong>Client Information<\/strong><\/h3>\n\n\n\n<p>Once a client is selected, the following fields can be viewed and edited:<\/p>\n\n\n\n<p><strong>Tax ID (NIF)<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Client\u2019s tax identification number.<\/li>\n\n\n\n<li>Mandatory field.<\/li>\n\n\n\n<li>May only be modified if permitted by the system.<\/li>\n<\/ul>\n\n\n\n<p><strong>Company Name<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Client\u2019s name or business denomination.<\/li>\n\n\n\n<li>Mandatory field.<\/li>\n<\/ul>\n\n\n\n<p><strong>Address<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Client\u2019s full postal address.<\/li>\n<\/ul>\n\n\n\n<p><strong>Postal Code<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Postal code linked to the address.<\/li>\n\n\n\n<li>Must contain only numeric values.<\/li>\n<\/ul>\n\n\n\n<p><strong>City<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Client\u2019s town or city.<\/li>\n<\/ul>\n\n\n\n<p><strong>State\/Province<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Client\u2019s province of residence or location.<\/li>\n<\/ul>\n\n\n\n<p><strong>Country<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Client\u2019s country.<\/li>\n<\/ul>\n\n\n\n<p><strong>Phone<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Primary contact number.<\/li>\n<\/ul>\n\n\n\n<p><strong>Email<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Client\u2019s email address.<\/li>\n\n\n\n<li>System validates email format.<\/li>\n<\/ul>\n\n\n\n<p><strong>Website<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Client\u2019s website, if applicable.<\/li>\n<\/ul>\n\n\n\n<p><strong>Notes<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free-text field for additional information.<\/li>\n\n\n\n<li>Example: administrative instructions, internal data, or relevant remarks.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udd18 <strong>Available Actions<\/strong><\/h3>\n\n\n\n<p><strong>Save<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Saves changes made to the selected client.<\/li>\n\n\n\n<li>The system validates mandatory fields before saving.<\/li>\n\n\n\n<li>If validation fails, an informative message is shown.<\/li>\n<\/ul>\n\n\n\n<p><strong>Cancel<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Cancels the editing process.<\/li>\n\n\n\n<li>No modifications are saved.<\/li>\n\n\n\n<li>Returns to the previous screen.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u2139\ufe0f <strong>Informational Messages<\/strong><\/h3>\n\n\n\n<p>During client editing, the system may show messages such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201cPlease select a client to edit.\u201d<\/li>\n\n\n\n<li>\u201cTax ID is required.\u201d<\/li>\n\n\n\n<li>\u201cEmail format is invalid.\u201d<\/li>\n\n\n\n<li>\u201cClient successfully updated.\u201d<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u2705 <strong>Usage Recommendations<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Always confirm that the correct client is selected before making changes.<\/li>\n\n\n\n<li>Pay special attention to the Tax ID and contact details.<\/li>\n\n\n\n<li>Use the Notes field to document relevant changes or internal comments.<\/li>\n<\/ul>\n\n\n\n<p>This screen ensures consistency and up-to-date accuracy of laboratory client records.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Functional Details \u2013 Edit Client Screen<\/h3>\n\n\n\n<p>This section describes the screen\u2019s behavior according to its implementation.<\/p>\n\n\n\n<p><strong>User Workflow<\/strong><\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>The user accesses the <strong>Edit Client<\/strong> screen.<\/li>\n\n\n\n<li>Selects an existing client using the <strong>Select an Existing Client<\/strong> dropdown.<\/li>\n\n\n\n<li>The system automatically loads the client\u2019s data into the form fields.<\/li>\n\n\n\n<li>The user modifies the necessary fields.<\/li>\n\n\n\n<li>Clicks <strong>Save<\/strong> to apply changes or <strong>Cancel<\/strong> to discard them.<\/li>\n<\/ol>\n\n\n\n<p><strong>Field Behavior<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>All fields remain empty until a client is selected.<\/li>\n\n\n\n<li>After selection, all fields become editable.<\/li>\n\n\n\n<li>The <strong>Notes<\/strong> field supports multi-line text input.<\/li>\n<\/ul>\n\n\n\n<p><strong>Validations<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Tax ID<\/strong> and <strong>Company Name<\/strong> are mandatory.<\/li>\n\n\n\n<li><strong>Postal Code<\/strong> accepts only numeric values.<\/li>\n\n\n\n<li><strong>Email<\/strong> must follow a valid format.<\/li>\n\n\n\n<li>If validation fails, the system displays an error message and prevents saving.<\/li>\n<\/ul>\n\n\n\n<p><strong>Actions<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Save<\/strong>: Validates data and updates the selected client.<\/li>\n\n\n\n<li><strong>Cancel<\/strong>: Closes the screen without applying any changes.<\/li>\n<\/ul>\n\n\n\n<p><strong>Common Messages<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201cYou must select an existing client.\u201d<\/li>\n\n\n\n<li>\u201cData saved successfully.\u201d<\/li>\n\n\n\n<li>\u201cMandatory fields are missing.\u201d<\/li>\n<\/ul>\n\n\n\n<p>This screen is part of the <strong>Client Management<\/strong> module and supports maintaining accurate client data essential for all other laboratory processes.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Client List Screen<\/h3>\n\n\n\n<p>The <strong>Client List<\/strong> screen allows users to view all clients registered in the laboratory system, inspect key details, and access information about projects associated with each client.<\/p>\n\n\n\n<p>This screen is divided into three main areas: the client list, details of the selected client, and associated projects.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"755\" src=\"http:\/\/pirolab.cat\/wp-content\/uploads\/2025\/12\/image-21-1024x755.png\" alt=\"\" class=\"wp-image-272\" style=\"width:750px;height:auto\" srcset=\"https:\/\/pirolab.cat\/wp-content\/uploads\/2025\/12\/image-21-1024x755.png 1024w, https:\/\/pirolab.cat\/wp-content\/uploads\/2025\/12\/image-21-300x221.png 300w, https:\/\/pirolab.cat\/wp-content\/uploads\/2025\/12\/image-21-768x566.png 768w, https:\/\/pirolab.cat\/wp-content\/uploads\/2025\/12\/image-21.png 1206w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udccb <strong>Client List<\/strong><\/h3>\n\n\n\n<p>On the left side of the screen, a table displays all clients registered in the system.<\/p>\n\n\n\n<p><strong>Available Columns<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>ID<\/strong>: Internal client identifier.<\/li>\n\n\n\n<li><strong>Name<\/strong>: Client\u2019s name or company name.<\/li>\n\n\n\n<li><strong>Tax ID (NIF)<\/strong>: Client\u2019s tax identification number.<\/li>\n\n\n\n<li><strong>Registration Date<\/strong>: Date the client was added to the system.<\/li>\n\n\n\n<li><strong>Status<\/strong>: Current client status (active, inactive, etc.).<\/li>\n\n\n\n<li><strong>Registered By<\/strong>: User who registered the client.<\/li>\n<\/ul>\n\n\n\n<p><strong>Behavior<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Selecting a row marks the client as active.<\/li>\n\n\n\n<li>The client\u2019s detailed information is automatically loaded into the right panel.<\/li>\n\n\n\n<li>Associated projects are displayed in the bottom section of the screen.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udd0d <strong>Client Details<\/strong><\/h3>\n\n\n\n<p>The right panel shows detailed information for the selected client:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Name<\/li>\n\n\n\n<li>Tax ID (NIF)<\/li>\n\n\n\n<li>Registration Date<\/li>\n\n\n\n<li>Status<\/li>\n\n\n\n<li>Email<\/li>\n\n\n\n<li>Phone<\/li>\n\n\n\n<li>Notes<\/li>\n<\/ul>\n\n\n\n<p>The <strong>Notes<\/strong> field is displayed as a multiline, read-only text area.<br>If no client is selected, this panel remains empty.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udcca <strong>Associated Projects<\/strong><\/h3>\n\n\n\n<p>At the bottom of the screen, a table shows the projects linked to the selected client.<\/p>\n\n\n\n<p><strong>Available Columns<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Reference<\/strong>: Project code or identifier.<\/li>\n\n\n\n<li><strong>Name<\/strong>: Project name.<\/li>\n\n\n\n<li><strong>Start Date<\/strong>: Project start date.<\/li>\n\n\n\n<li><strong>End Date<\/strong>: Planned or actual project end date.<\/li>\n\n\n\n<li><strong>Status<\/strong>: Current project status.<\/li>\n\n\n\n<li><strong>Assigned To<\/strong>: User or project manager.<\/li>\n\n\n\n<li><strong># Samples<\/strong>: Number of samples associated with the project.<\/li>\n<\/ul>\n\n\n\n<p>This table updates automatically when the selected client changes.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u2139\ufe0f <strong>Messages and Behavior<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If no clients are registered, the client table appears empty.<\/li>\n\n\n\n<li>If the selected client has no associated projects, the projects table remains empty.<\/li>\n\n\n\n<li>All information displayed is read-only and cannot be edited from this screen.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u2705 <strong>Screen Purpose<\/strong><\/h3>\n\n\n\n<p>This screen provides a structured, comprehensive overview of:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The laboratory\u2019s clients.<\/li>\n\n\n\n<li>Key details for each client.<\/li>\n\n\n\n<li>Projects linked to each client.<\/li>\n<\/ul>\n\n\n\n<p>It serves as the central reference point within the <strong>Client Management<\/strong> module and acts as the starting point for other actions such as editing client data or analyzing client-related information.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>New Client Screen The New Client screen allows you to register a new client in the laboratory system. This screen is used to enter identification, contact, and location details for the client. \ud83d\udccb Client Details Below are all the fields available on this screen: Tax IDClient\u2019s tax identification number.Mandatory field.Must have a valid format depending on the document type (individual or company). Company nameFull name of the client or legal&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":209,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-217","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>User Management - Pirolab<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pirolab.cat\/index.php\/en\/documentation\/user-management\/\" \/>\n<meta property=\"og:locale\" content=\"ca_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"User Management - Pirolab\" \/>\n<meta property=\"og:description\" content=\"New Client Screen The New Client screen allows you to register a new client in the laboratory system. 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This screen is used to enter identification, contact, and location details for the client. \ud83d\udccb Client Details Below are all the fields available on this screen: Tax IDClient\u2019s tax identification number.Mandatory field.Must have a valid format depending on the document type (individual or company). 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