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Creating Staff Accounts

Create new staff accounts, set usernames, passwords, and assign initial permissions.


Registration Form


The registration form is located at the bottom of the Staff Accounts tab:

  • Username: Required field. This will be used for staff login
  • Permissions: Multi-select dropdown. Must select at least one permission
  • Password: Required field. Minimum password requirements apply
  • Confirm Password: Required field. Must match the password

Step-by-Step Creation Process


Follow these steps to create a new staff account:

  1. Navigate to /integrations/staffaccounts
  2. Ensure you're on the "Staff Accounts" tab (default)
  3. Scroll down to the "Register New POS Staff" section
  4. Enter a unique username in the Username field
  5. Select one or more permissions from the Permissions dropdown (multi-select)
  6. Optionally check "Admin / All Permissions" to grant all five permissions
  7. Enter a secure password in the Password field
  8. Confirm the password by entering it again in the Confirm Password field
  9. Click the "Register POS Staff" button
  10. Wait for the success confirmation. The new staff account will appear in the table above

Selecting Permissions


When selecting permissions:

  • Multi-Select Dropdown: Click the Permissions field to open the dropdown
  • Checkbox Selection: Click checkboxes next to each permission you want to grant
  • Available Options: dashboard, sales, orders, customer, reports
  • Quick Select All: Use the "Admin / All Permissions" checkbox to select all permissions at once
  • Minimum Requirement: At least one permission must be selected
  • Display: Selected permissions appear as comma-separated values in the field

Validation Rules


The form validates the following:

  • All Fields Required: Username, permissions, password, and confirm password are all required
  • Password Match: Password and confirm password must match exactly
  • Minimum Permissions: At least one permission must be selected
  • Error Messages: Validation errors appear as alerts above the form

After Creating an Account


Once a staff account is created:

  • Success Message: "Operation successful!" alert appears
  • Table Update: New staff account appears in the staff list table
  • Form Reset: Registration form clears automatically
  • User Refresh: Your user data refreshes to include the new staff account
  • Ready to Use: Staff member can immediately log in at /auth/staff-sign-in
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