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User guide · Administrator · 11 of 13

Staff accounts

Add and edit staff of every role, grant Manager or Administrator access and block accounts.

AdministratorStep-by-step instructions

Open Staff accounts

Administrator

1Step 1 of 4

Staff accounts lists the staff with their email, phone, role, status, two-factor status and last sign-in.

  1. Search by name or email, or filter by Role and Status.
  2. Click the pencil to edit, the bin to block, or Add staff member for a new account.

Check each person's current email and role before changing access.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

The administrator can edit every row except Your account; the switcher test account says Not managed here.

Administrator · Staff01

Add a staff account

Administrator

2Step 2 of 4

Add staff account creates the account with its role.

  1. Enter Username, Email address and an optional Phone number, choose the Role and add an Avatar if you like.
  2. Set a Starting password (Password and Confirm password) or leave it blank.
  3. Click Create account.

Leaving the starting password blank relies on a setup email. Email delivery is unavailable in the current local demonstration; arrange another supported way to provide access.

Granting Manager or Administrator attempts to send a warning email to administrators; delivery requires working outgoing mail.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

The administrator may select Manager or Administrator. The role change is audited; two-factor authentication is currently unavailable in this deployment.

Administrator · Staff02

Edit a staff account

Administrator

3Step 3 of 4

Edit staff account changes the details of an account and shows its two-factor status and activity.

  1. Change Username, Email address or Phone number.
  2. Untick Active when someone leaves, then click Save all changes.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

The panels on the right show TWO-FACTOR AUTHENTICATION and ACTIVITY (last sign-in, orders opened today, lines voided).

Administrator · Staff03

Block an account

Administrator

4Step 4 of 4

Block …? explains what blocking keeps and removes.

  1. Click Block account, or Cancel.

An administrator puts a blocked person back from the account's edit page; the previous role comes back from the audit trail.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

The account is blocked and loses its role; their orders, voided lines and audit trail keep their name.

Administrator · Staff04
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