The All Users section allows merchants to manage and oversee all registered staff accounts. This feature ensures that each staff member has appropriate access based on their role, helping streamline business operations and maintain security.
- Accessing the All Users Section
- Navigate to Staff > All User in your dashboard.
- This page displays a list of all registered staff members, their roles, and current status.
- Adding a New Staff Member
- Click “Add New” to create a new user account.
- Entering User Information
- First Name & Last Name: Enter the staff member’s full name.
- Email Address: Provide a valid email for account communication.
- Contact Number: Add a phone number for internal contact.
- Username: Assign a unique username for login purposes.
- Profile Picture: Upload an avatar or profile image (optional).
- Assigning Roles and Permissions
- Role Selection: Choose a predefined role from the Role dropdown menu (e.g., Admin, Manager, Cashier).
- Roles dictate what sections of the platform the staff member can access and modify.
- If necessary, go to Staff > All Roles to create custom roles with specific permissions.
- Setting User Status
- Active: The staff member has full access to their assigned role.
- Inactive: The staff member’s account is temporarily disabled.
- Creating and Managing Passwords
- New Password: Set a secure password for the staff account.
- Confirm Password: Re-enter the password to ensure accuracy.
- Click Save to finalize the new user account.
- Managing Staff Accounts
- Use the Edit (Pencil Icon) to update staff details or modify permissions.
- Use the Delete (Trash Icon) to remove a staff member from the system.
- Sorting and Searching Users
- Use the Search Bar to find a specific user.
Export user data using the Excel, CSV, or PDF options for record-keeping.