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Getting Started
Access staff accounts management, understand permissions system, and navigate the interface.
To access Staff Accounts:
- Navigate to /integrations/staffaccounts in your SortSwift account
- The page loads with two tabs: "Staff Accounts" and "Store Config"
- Default tab is "Staff Accounts" showing existing staff accounts
- Click "Store Config" tab to configure POS store settings
- Staff accounts are loaded automatically when the page opens
What are Staff Accounts?
Staff Accounts allow you to create controlled access for employees to use your POS system:
- Limited Access: Staff members can only access features based on their assigned permissions
- Separate Credentials: Each staff member has their own username and password
- Permission-Based: Five permission types: dashboard, sales, orders, customer, and reports
- POS Integration: Staff accounts are specifically designed for POS system access
- Secure Login: Staff members sign in at /auth/staff-sign-in
Interface Overview
The Staff Accounts interface consists of:
- Tab Navigation: Switch between Staff Accounts and Store Config tabs
- Staff List Table: Displays all existing staff accounts with username, permissions, and actions
- Register Form: Create new staff accounts with username, password, and permissions
- Edit Dialog: Modify existing staff permissions (username cannot be changed)
- Delete Dialog: Confirm permanent deletion of staff accounts
- Action Buttons: Edit and Delete icons for each staff account in the table
Available Permissions
Staff accounts can be assigned the following permissions:
- Dashboard: Access to the main POS dashboard
- Sales: Ability to process sales transactions
- Orders: Access to order management and viewing
- Customer: Customer management and information access
- Reports: View sales reports and analytics
Basic Workflow
Typical workflow for managing staff accounts:
- View existing staff accounts in the table
- Create new staff accounts using the registration form
- Edit permissions as needed using the edit dialog
- Delete staff accounts when employees leave (permanent action)
- Configure store settings in the Store Config tab