Users and Skills - User Guide

In this guide, you will learn everything about the Users screen and the Skills screen in SGI. This is where you manage the team, invite new users, set permissions, and organize employee competencies.

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1. Accessing the Users screen

On the left sidebar menu, click "Usuarios" (Users). You will be taken to the page with all registered users in the system.

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2. Understanding the main screen

Summary cards

At the top of the page, there are 4 cards with general information:

Card	What it shows	Example
Total de Usuarios (Total Users)	How many users are registered	3
Usuarios Ativos (Active Users)	How many users have active accounts	3
Administradores (Administrators)	How many users have Admin role	0
Funcionarios (Employees)	How many users have Employee role	2

Search field

Below the cards, there is a search field with the text "Pesquisar" (Search). Type a user's name or email to filter the list.

Each user card

Each user appears as a card with the following information:

• Name - User's full name (e.g., "Joao Silva")
• Email - User's email (e.g., funcionario1@sgi.com)
• Status - Green "Ativo" (Active) or red "Inativo" (Inactive) tag
• Role - Icon + text indicating the role (e.g., Funcionario/Employee)
• Skills - Colored badges showing the user's skills (e.g., Instalacao de Carpete, Pintura)

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3. Role hierarchy

SGI has 3 access levels. Each role has different permissions in the system.

Super Administrator

The highest role. Has full control over the system: - Can invite users of any role (superadmin, admin, employee) - Can manage all users - All permissions are enabled

Administrator

Manages employees and projects: - Can only invite Employees - Can only manage Employees - Has all permissions except managing other admins

Employee

Basic system access: - Cannot invite anyone - Cannot manage other users - Granular permissions (individually configured by the administrator)

Comparison table

Permission	Super Admin	Admin	Employee
Create projects	Yes	Yes	No
Edit projects	Yes	Yes	No
Delete projects	Yes	Yes	No
View all projects	Yes	Yes	No
Add costs	Yes	Yes	Yes
Approve costs	Yes	Yes	No

Note: An employee's permissions can be individually adjusted by the administrator. For example, you can give a specific employee permission to create projects.

Who can invite whom

Your role	Can invite
Super Administrator	Super Admin, Admin, and Employee
Administrator	Only Employee
Employee	No one

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4. Inviting a new user

To add a new team member, click the "Convidar Usuario" (Invite User) button in the upper right corner.

A window will open with the following fields:

Field	Required?	Description
Nome Completo (Full Name)	Yes	The new user's full name
Email	Yes	Email to send the invitation
Role	Yes	User's role: Funcionario (Employee), Administrador (Administrator), or Super Administrador (Super Administrator)
Idioma do Convite (Invitation Language)	No	Language of the invitation email (English US or Portugues BR). Sets the system language on first access, but the employee can change it later in settings

Step-by-step example

Let's invite a new employee:

1. Click "Convidar Usuario"
2. In Nome Completo, type: Carlos Oliveira
3. In Email, type: carlos@exemplo.com
4. In Role, select: Funcionario
5. In Idioma do Convite, select: Portugues (BR)
6. Click "Enviar Convite" (Send Invitation)

The system will send an email with the invitation link to the provided address.

Note: The invitation is valid for 7 days. After this period, the link expires and you will need to send a new invitation.

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5. How the user accepts the invitation

After you send the invitation, the new user receives an email with a special link. The process is as follows:

1. The user receives the email and clicks the link
2. They are taken to a page showing the invitation details (name, email, role, who invited them)
3. The user creates a password (minimum 6 characters)
4. Clicks "Completar Cadastro" (Complete Registration)

Done! The account is automatically created with: - Default permissions for the selected role - Zeroed statistics (projects and costs) - "Active" status

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6. User details

To view a user's details, click their card in the list. A side panel will open with complete information.

Header

At the top of the panel, you see: - Avatar - Circle with the name initial - Name - Full name - Email - User's email - Role - Badge indicating the role (e.g., Funcionario) - Status - Badge indicating Active or Inactive - "Editar" (Edit) button - Opens the edit form

Tab: Basico (Basic)

Shows the user's personal information: - Name - Email - Phone - Role (colored badge) - Status (colored badge) - Account creation date

Tab: Permissoes (Permissions)

Shows the 6 user permissions with toggles (on/off):

Permission	What it controls
Pode criar projetos (Can create projects)	Allows creating new projects in the system
Pode editar projetos (Can edit projects)	Allows changing data of existing projects
Pode deletar projetos (Can delete projects)	Allows deleting projects
Pode adicionar custos (Can add costs)	Allows recording costs in projects
Pode aprovar custos (Can approve costs)	Allows managing the status of recorded costs
Pode ver todos os projetos (Can view all projects)	Allows viewing all projects, not just assigned ones

Tab: Skills

Shows the count and colored badges of skills assigned to the user.

Example: Joao Silva has 2 skills: "Instalacao de Carpete" (Carpet Installation) and "Pintura" (Painting).

Tab: Historico (History)

Shows a timeline with all user activities in the system (audit log). Each event shows the date, time, and what happened.

Tab: Estatisticas (Statistics)

Shows numbers about the user's participation:

Projects: - Total - How many projects the user participates in (e.g., 22) - Ativos (Active) - How many are in progress (e.g., 20) - Concluidos (Completed) - How many have been finished (e.g., 2)

Costs Added: - Total - How many costs the user has recorded (e.g., 3) - Pendentes (Pending) - How many still await approval (e.g., 3) - Aprovados (Approved) - How many have been approved (e.g., 0)

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7. Editing a user

To edit a user, click their card in the list and then click the "Editar" (Edit) button in the upper right corner of the panel.

The edit dialog has 3 tabs:

Tab: Basico (Basic)

• Nome Completo (Full Name) - Change the user's name
• Telefone (Phone) - Change the phone number
• Email - Disabled field (email cannot be changed)
• Habilidades (Skills) - Select or remove user skills (multi-select with tags)

Tab: Status & Funcao (Status & Role)

• Status - Switch between Active and Inactive
• Funcao (Role) - Change the user's role

Deactivating a user: When you change the status to "Inactive", the user loses access to the system but their data is kept. You can reactivate at any time.

Tab: Permissoes (Permissions)

• Checkboxes for each of the 6 permissions
• Allows adjusting permissions individually, regardless of the default role

After making changes, click "Salvar Alteracoes" (Save Changes).

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8. Filtering users

Click the "Filtros" (Filters) button to open the filters panel.

The available filters are:

Funcao (Role)

Filter by user role: - Todas (All) - Shows everyone (default) - Admin - Only administrators - Funcionario (Employee) - Only employees

Status

Filter by account state: - Todos (All) - Shows everyone (default) - Ativos (Active) - Only active accounts - Inativos (Inactive) - Only deactivated accounts

Skills

Filter by specific skill. Select one or more skills from the dropdown to see only users who have that competency.

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9. Permissions in detail

What each permission controls

Permission	What the user CAN do with it	What they CANNOT do without it
Create projects	Click "+ Novo Projeto" and create projects	Does not see the create project button
Edit projects	Change name, address, budget, team	Does not see the "Edit" button on projects
Delete projects	Permanently delete projects	Does not see the "Delete" button on projects
Add costs	Record expenses in projects	Cannot add costs (via app or chat)
Approve costs	Manage the status of costs recorded in projects	Cannot change the status of costs
View all projects	View all projects in the system	Only sees projects they are assigned to

Default permissions by role

When a user is created, they receive the default permissions for their role:

• Super Admin and Admin: All 6 permissions enabled
• Employee: Granular permissions configured by the administrator

How to adjust an employee's permissions

You can give extra permissions to a specific employee:

1. Click on the employee's card in the list
2. Click "Editar" (Edit)
3. Go to the "Permissoes" (Permissions) tab
4. Check the desired permissions
5. Click "Salvar Alteracoes" (Save Changes)

Example: To allow employee Joao Silva to create projects: 1. Open Joao Silva's panel 2. Click "Editar" > "Permissoes" tab 3. Check "Pode criar projetos" (Can create projects) 4. Save

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10. Skills

Skills are competency tags that you assign to employees. They serve two main purposes:

1. Organization: Quickly identify what each employee can do
2. Artificial Intelligence: The Chat AI uses skills to suggest the right employee for each type of service. For example, when assembling a team for an electrical project, the AI suggests employees with the "Eletrica" (Electrical) skill

Accessing the Skills screen

On the left sidebar menu, click "Habilidades" (Skills). You will see the list of all registered skills.

Each skill appears as a card with: - Icon - Tool icon - Name - Skill name (e.g., Eletrica, Pintura, Encanamento) - Color - Visual indicator of the assigned color - Buttons - Edit (pencil) and Delete (trash)

Creating a new skill

Click the "Nova Skill" (New Skill) button in the upper right corner.

Field	Required?	Description
Nome (Name)	Yes	Skill name. E.g.: "Instalacao de Carpete" (Carpet Installation)
Descricao (Description)	No	Skill description (optional)
Cor (Color)	Yes	Skill badge color (color picker, default: blue #3b82f6)

Fill in the fields and click "Criar" (Create).

Editing a skill

Click the edit button (pencil icon) on the skill card. The dialog will open with pre-filled fields. Change what is needed and click "Salvar" (Save).

Deleting a skill

Click the delete button (trash icon) on the skill card.

A confirmation window will appear showing: - Skill name and color - Warning: "Esta acao nao pode ser desfeita. Funcionarios com esta skill perderao a atribuicao." (This action cannot be undone. Employees with this skill will lose the assignment.)

If you are sure, click "Excluir" (Delete). Otherwise, click "Cancelar" (Cancel).

Important: When you delete a skill, all employees who had that skill lose the assignment automatically.

How to assign skills to an employee

Skills are assigned when editing a user:

1. Go to the Users screen
2. Click on the employee's card
3. Click "Editar" (Edit)
4. In the "Basico" (Basic) tab, use the "Habilidades" (Skills) field to select skills
5. You can add multiple skills and remove them by clicking the "x" on each badge
6. Click "Salvar Alteracoes" (Save Changes)

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11. User statistics

The "Estatisticas" (Statistics) tab in the user panel shows numbers about their participation in the system.

Projects

Indicator	What it means
Total	Total number of projects the user participates in
Ativos (Active)	Projects that are in progress
Concluidos (Completed)	Projects that have been finished

Costs Added

Indicator	What it means
Total	Total number of costs the user has recorded
Pendentes (Pending)	Costs that still await approval from an administrator
Aprovados (Approved)	Costs that have been approved

These numbers help track the productivity and participation of each team member.

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Quick reference

You want to...	Do this...
See all users	Click "Usuarios" in the sidebar menu
Search for a user	Type in the "Pesquisar" field
Invite new user	Click "Convidar Usuario"
View user details	Click on the user card
Edit user data	Details > "Editar" button
Change permissions	Edit > "Permissoes" tab
Deactivate a user	Edit > "Status & Funcao" tab > Status: Inativo
Assign skills	Edit > "Basico" tab > "Habilidades" field
Filter by role	Click "Filtros" > select the role
View statistics	Details > "Estatisticas" tab
Manage skills	Click "Habilidades" in the sidebar menu
Create new skill	Skills screen > "Nova Skill"
Delete a skill	Skills screen > trash icon on the card