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Editing Staff Accounts

Edit staff account details, update passwords, modify permissions, and manage account status.


Accessing the Edit Dialog


To edit a staff account:

  1. Navigate to /integrations/staffaccounts
  2. Locate the staff account in the "Staff Accounts" table
  3. Click the "Edit" icon (pencil icon) in the "Actions" column of the desired staff row
  4. The "Edit POS Staff" dialog opens in a modal window

Edit Dialog Fields


The edit dialog contains the following fields:

  • "Username": Read-only field displaying the current username (cannot be changed)
  • "Permissions": Multi-select dropdown allowing you to modify permissions
  • "Admin / All Permissions": Checkbox to quickly select/deselect all permissions

Step-by-Step Editing Process


Follow these steps to edit a staff account:

  1. Open the edit dialog by clicking the "Edit" icon next to the staff account
  2. Review the current username (displayed but not editable)
  3. Modify permissions by checking/unchecking permission checkboxes
  4. Use "Admin / All Permissions" to quickly grant or revoke all permissions
  5. Ensure at least one permission is selected (required)
  6. Click the "Save" button to apply changes
  7. Wait for the success confirmation ("Operation successful!")
  8. The dialog closes automatically and the table updates with new permissions

Modifying Permissions


When modifying permissions in the edit dialog:

  • Current State: Dialog opens with current permissions pre-selected
  • Add Permissions: Check additional permission boxes to grant new access
  • Remove Permissions: Uncheck boxes to revoke access
  • Bulk Change: Use "Admin / All Permissions" to toggle all permissions
  • Minimum Requirement: At least one permission must remain selected
  • Real-Time Updates: Changes take effect immediately after saving

Validation and Error Handling


The edit process includes validation:

  • Minimum Permissions: At least one permission must be selected
  • Error Messages: Validation errors appear as red alerts in the dialog
  • Success Confirmation: Successful updates show "Operation successful!" message
  • User Refresh: Your user data refreshes automatically after successful edit

Canceling Edits


To cancel editing without saving changes:

  • Click the "Cancel" button in the dialog
  • Or click outside the dialog (if configured)
  • All changes are discarded and the dialog closes
  • No changes are applied to the staff account
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