Step-by-Step Guide:
Navigate to the "Users List".
From the left-hand menu, click "Users" and select "Users List" (0:10).
Select the "Staff" Tab.
Select the "Staff" Tab to access a full list of all staff members. (0:15)
View the staff user profile.
Locate the staff user you want to edit. In the right-hand column, click the "Person" icon (0:25).
Edit Profile Information.
On the staff member’s profile page, you can access different sections:
"Profile Information": Edit personal information, contact details, and address details. (0:33)
"Account Information": Adjust the branch assignments for the staff member. Use the "Branch" drop-down menu to select one or more branches, or remove them (0:44).
"Activity": View the staff member's recent activity. (0:40)
"Permissions": Adjust the staff user's role (Client Admin or Client Staff) and enable or disable access to various modules (e.g., User Management, Client Accounts, Finance, Nutrition, Branding, Notifications). (0:41)
Edit Staff User permissions.
Update Permissions as Needed to match a staff user's role and access requirments. (1:03)
Save the Changes.
After making your changes, click the "Save Changes" button at the bottom of the screen (1:11).
Confirmation.
You will receive a notification confirming that the staff user has been edited. Click "Done" (1:31).
Return to Staff List.
You will return to the staff user list (1:37)