Path | Duration | Level | Before you start |
🔵 Configurator · Level 1 | 35 min | Starter | Lessons 1 and 2 · User with access to Settings |
A form needs a place to live (a module) and someone who can use it (a profile with permissions). If you prepare this first, everything else falls into place; if you leave it for the end, you'll end up with forms that nobody can see.
🎯 By the end you'll know
How to organize the menu with modules and submodules.
How to create the structure of departments and job positions.
How to design profiles and understand the permissions matrix.
How to create users and decide which screen they see when they log in.
🧠 The idea: who everyone is and what they can do
Mairu separates three things that are best kept apart:
Concept | Answers | Where it's configured |
Department and job position | Which area do they belong to and what function do they perform? | Settings > Departments |
Profile (role) | What can they see and do in Mairu? | Settings > Security |
User | Who is this person? | Settings > Users |
A user has a department, a job position and a profile. The department and job position are used to assign work (tasks, notifications); the profile is used to grant permissions.
💡 Design profiles by function, not by person: Operator, Quality, Supervisor, Administration. When someone new joins, you'll only have to assign them the right profile.
The four permissions
For each profile and each form (or an entire module) you enable:
Permission | What it allows |
👁️ Read | See everyone's responses. Without it, the user only sees the ones they created themselves |
➕ Create | Create new responses |
✏️ Edit | Modify responses |
🗑️ Delete | Delete responses |
🛠️ Guided practice: the groundwork for the Packaging control
Step 1 · Create the module
In Settings > Modules create the Quality module and, inside it, the Packaging submodule. Choose an icon and a color: that way users will recognize it in the menu.
Step 2 · Create departments and job positions
In Settings > Departments create:
Production, with the job position Packaging operator.
Quality, with the job positions Quality technician and Quality manager.
Step 3 · Create the profiles
In Settings > Security click New profile and create:
Operator: will fill in the controls.
Quality: will review the controls and receive the alerts.
For now leave the Home path empty: you'll configure it in lesson 13, once you have the dashboards.
📌 There are no forms in Packaging yet, so you'll grant the permissions over the Packaging control in lesson 5. Take a look at the matrix now: rows = modules and forms, columns = profiles.
Step 4 · Create test users
In Settings > Users create two users:
User | Profile | Department / Job position |
| Operator | Production / Packaging operator |
| Quality | Quality / Quality manager |
Give calidad.prueba a real email address you have access to: you'll use it in lesson 9 to receive the alerts.
⚠️ The user code must be unique. Choose a convention (for example firstname.lastname) and stick to it; if you integrate Mairu with other systems, this code can be used as an identifier.
🔍 Check that it works
Log in as
operario.pruebain another private window: they should get in without errors.Their menu still has no Quality > Packaging form they can use. That's correct: the form and its permissions don't exist yet. You'll check it again in lesson 5.
⚠️ Common mistakes
Creating a profile per person. With 50 users you'll have 50 columns that are impossible to maintain.
**Granting only Create and being surprised that the operator can't see their colleagues' controls.** That's expected: without Read they only see their own. Decide consciously what each profile should see.
"I changed the permissions and it doesn't work." Check that you clicked Save in the Security matrix.
Configuring permissions one by one in large structures. Use the shortcuts: enabling a permission on the module row applies it to all its forms.
🏋️ Challenge
Add a Production supervisor profile that can see all the packaging controls, but can't create or delete them. Create a test user with that profile. What permissions will you give them once the form exists?
📚 Learn more
➡️ Next lesson: Master data - Assets, Products, Entities and Statuses