Staff — create, edit, view (step by step)

Menu: User Management → Staff

The staff screen is mainly list + dialog. There is no separate “view-only” mode in the same way as Categories; you edit from the table. Profile photo is on a second tab.

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How to create a new staff member

1. Click Add Staff (needs CREATE on Staff).
2. Dialog title: Add Staff Member.
3. Stay on tab Staff Details and fill all required fields (table below).
4. Choose one of these:
   • Submit — creates the user immediately and closes (you can skip the photo).
   • Next — goes to tab Profile Picture without saving yet; then click Complete to create the user and save the photo.
5. On success you see a success toast and the dialog closes.

Password: required when adding.
4-digit passcode: optional; if you type anything, it must be exactly 4 digits.

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How to edit a staff member

1. In the table, click Edit on the row.
2. Dialog title: Edit Staff Member; data loads (may show Loading staff data…).
3. Tab Staff Details: change fields. Username is read-only (disabled).
4. Password: leave blank to keep the current password; enter a new value only to change it.
5. Passcode: leave blank to keep; enter 4 digits only if changing.
6. Submit saves from the details tab, or use Next → Profile Picture → Complete to also update photo.

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How to view staff details

The product does not open a separate read-only staff profile from this list. To see data:

• Use the filters and read the table columns, or
• Open Edit to read fields (avoid Submit if you do not intend to save — use Cancel / close).

(Profile for the logged-in user is under Profile in the header, not this page.)

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What you must fill — Add staff

Field	Rule
Full Name	Cannot be empty (browser required).
Role	Must pick a role from the list (not “Select role” empty).
Email	Valid email; inline hint Email format is not valid if wrong.
Location	Must pick an outlet.
Country Code	Must pick one (+91, +61, +1 USA, +1 Canada, +64).
Phone Number	9–10 digits, numbers only.
Password	Required for new staff.

What you must fill — Edit staff

Same as add, except:

• Password — optional (blank = keep current).
• Username — shown but cannot be edited.

Optional fields

Field	Notes
4-Digit Passcode	POS/quick login; optional; exactly 4 digits if set.
Max Working Hours	Default 8; can change.
Active	Switch on/off.
Profile Picture	Second tab; optional on create if you use Submit without visiting the tab.

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Validation toasts (examples)

• Please enter a valid email address
• Please select a country code
• Phone number must be 9-10 digits long and contain only numbers
• Passcode must be exactly 4 digits

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Filters (finding staff — not part of create)

Name, Email, Phone, Location, Role, Status — all optional filters; Refresh reloads; Clear resets filters (if your UI provides it).