Manage users

Understand the three user types in Paperless Peru and where to manage each type.

Go to Panel de Control > Usuarios to add, remove, and manage users. The portal has the following user types with separate management sections:

Usuários de serviços: API and web service users for ERP integrations.
Usuários locais: Users who log in to the portal using SSO or SAML.
Usuários externos: External recipientswho access the Portal de Clientes to view their own documents.

Add remove service users

Use this procedure to add or remove API and web service accounts for ERP integrations.

Go to Panel de Control > Usuários > Usuários de Servicios.
To add an account, click Agregar Usuário.

Add remove local users

Use this procedure to add or remove users who log in to the portal directly.

Go to Panel de Control > Usuários > Usuarios Locales.
To add a user, click Agregar Usuário.

Add external users

Use this procedure to add or remove external recipients who access the Portal de Clientes.

Go to Panel de Control > Usuários > Usuarios Externos.
To add an external user, click Agregar Usuário.

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