Author: Sharon Hepzibah

This section allows you to view and manage your profile details, including your name, role, email and profile image.

To configure, follow these steps:

• Navigate to the sidebar menu, click ‘Settings’.

• Select ‘Account’.

• Next, choose ‘Profile’. 

The Account page displays:

• Name: Your account name.
• Role: Your access level.
• Email: The email associated with the account.
• Profile Image: Displays your current profile picture.

To edit your profile:

Click the Edit Profile icon on the top-right corner of the profile section. Update the required fields:

• Name
• Role
• Email
• Profile Image (optional)
• Update: Click this button to save changes. A toast notification ‘Staff Details Updated Successfully’ will appear to confirm the addition.
• Cancel: Click to discard.

Adding a New Staff Member

The New Staff feature allows you to create additional users with defined roles and permissions.

Fill in the staff details:

• User Name: Enter the staff member’s name
• Role: Select the appropriate role for the staff.
• Email: Enter the staff member’s email.
• Password: Set a password for the staff account.
• Profile Image (optional): Upload a profile picture.
• Status: Choose the current status of the staff member to define their level of access within the system.
  • Active: The staff member is fully operational and can access the system.
  • Disabled: The staff member’s account is disabled, meaning they cannot log in or access the system.
  • Blocked: The staff member is blocked from performing any actions, and their account is restricted in the system.
• Submit: Click to save the new staff record. A toast notification ‘New Staff Added Successfully’ will appear to confirm the addition.
• Close: Click to discard.

Changing Staff Password

You can update the password for any staff account from the Edit Staff page.

To change a staff password:

• Click the Change Password button in the Edit Staff page.
• Enter the new password in the New Password field.
• Re-enter the password in Confirm Password to verify.
• Click ‘Change Password’ to save the new password. A toast notification ‘Password Updated Successfully’ will appear to confirm the update.  
• Click ‘Close’ to cancel.

These features ensure secure, organized and efficient management of user and staff access within the system.

This section allows administrators to create, view, update, and delete user roles within the system. Roles define what actions staff members can perform by assigning specific permissions.

To configure, follow these steps:

• Navigate to the sidebar menu, click ‘Settings’.

• Select ‘Roles & Permissions’.

• Next, choose ‘Manage Roles’. 

Add New Role

Click the ‘+’ Add New Role button in the top-right corner of the ‘Manage Roles’ page. A pop-up window will appear asking for the following details:

• Role Name: Enter a unique and descriptive name for the role.
• Submit: Saves the role and allows permission configuration. A toast notification ‘New Role added successfully’ will appear to confirm the addition.
• Cancel: Closes the pop-up without saving. 

View Roles List

This page displays a list of all roles with the following details:

• S.No: Serial number of the role entry.
• Role Name: Name assigned to the role.
• Action:  Options to edit or delete the role.
• Edit: Define and manage access permissions for a specific role. The column headers are mentioned below:
  • S.No: Displays the serial number of each permission item.
  • Permission: Indicates the module or feature for which access can be granted. The list of permissions is mentioned below. This list can also be found in Manage Permissions submenu within Roles & Permissions in the left sidebar menu.
    • Manage Products
    • Manage Categories
    • Manage Tags
    • Manage Brands
    • Manage Attributes
    • Manage Orders
    • Manage Users
    • Manage Vendors
    • Manage Commission
    • Vendor Earnings
    • Vendor Payouts
    • Manage Pages
    • Manage Blogs
    • General Settings
    • Email Settings
    • Payment Settings
    • Login API Settings
    • Login Screens
    • Theme Settings
    • Global Color Settings
    • Home Banners
    • SEO Settings
    • General Page SEO
    • Social Links
    • XML Sitemap
    • Manage Staffs
    • Manage Roles
    • Manage Permissions
    • Form Submissions
    • Website Fonts
    • Font Settings
    • Email Templates
    • Inventory Settings
    • Manage Territory
    • Manage Warehouse
    • Manage Store Location
    • Manage Warehouse Products
    • Manage Store Products
    • Social Sharing Medium
    • Reports Overview
    • Manage Coupons
    • Manage Currency
    • Manage Language
    • Manage Tax
    • Manage Return Settings
    • Manage Vendor Form Field
    • Abandoned Cart
    • Subscription Details
    • Shipping Settings
    • Store Address
    • Menu Settings
    • Manage Translations
    • Plan Based Restriction
    • Pincode Restriction
    • Localization
  • All (Checkbox): Tick to grant full access to the selected module (View, Create, Edit, and Delete).
  • View (Checkbox): Tick to allow viewing the module data.
  • Create (Checkbox): Tick to allow adding new records.
  • Edit (Checkbox): Tick to allow modifying existing records.
  • Delete (Checkbox): Tick to allow deleting records.
  • Using Role Permissions
    • In the permissions table, each row represents a system feature.
    • Select access using the columns:
      • All
      • View
      • Create
      • Edit
      • Delete
    • Choose All for complete control or select individual actions as needed.
    • Save the role to apply permissions to assigned staff. A toast notification ‘Role Setting Updated Successfully’ will appear to confirm the update. Click ‘Cancel’ to discard the changes.

• Delete: Removes the selected role. A dialog box will appear with the text ‘Are you sure you wish to delete this role?’ along with ‘Ok’ and ‘Cancel’ options. Cancelling will remove the dialog box and clicking on ‘Ok’ will display this toast notification ‘Role Data Removed Successfully’ to confirm deletion.

The Roles & Permissions section allows you to manage staff, define roles, and assign specific permissions to control access to system features. It ensures appropriate access levels and responsibilities for each user. 

This module has three navigation tabs to configure namely ‘Manage Staffs’ , ‘Manage Roles’ and ‘Manage Permissions’. This section covers ‘Manage Staffs’. Follow the links mentioned at the end of this section to the links to guide to ‘Manage Roles’ and ‘Manage Permissions’.

To manage staffs , follow these steps:

• Navigate to the sidebar menu, click ‘Settings’.

• Select ‘Roles & Permissions’.

• Next, choose ‘Manage Staffs’. 

Manage Staffs

This section allows you to manage the staff members of your system. 

Add New Staff

Click the ‘+’ New Staff button in the top-right corner of the ‘Manage Staffs’ page. A pop-up window will appear asking for the following details:

• User Name: Enter the name of the new staff member.
• Role: Select the role for the new staff member.
• Email: Enter the email address of the staff member.
• Password: Set a password for the staff member.
• Profile Image: Optionally, upload a profile image for the staff member.
• Status: Choose the current status of the staff member to define their level of access within the system.
  • Active: The staff member is fully operational and can access the system.
  • Disabled: The staff member’s account is disabled, meaning they cannot log in or access the system.
  • Blocked: The staff member is blocked from performing any actions, and their account is restricted in the system.
• Submit: Click to save the new staff record. A toast notification ‘New Staff Added Successfully’ will appear to confirm the addition.

View Staff List

This page displays a list of all staff members with the following details:

S.No: Serial number.

• Name: The name of the staff member.
• Email: The staff member’s email address.
• Role: The role assigned to the staff member.
• Action: Options to edit or delete the staff record.
  • Edit: The same form fields in the ‘Add Staff’  pop-up window will appear to modify the details. Additionally, password can be changed and new staffs can be added.
    • Changing Password: Click on ‘Change Password’ at the top-right corner. It contains the below mentioned form fields: 
      • New Password: Enter the new password for the staff member. Ensure it meets any security requirements set by your system.
      • Confirm Password: Re-enter the same password to confirm it.
      • Change Password: Click this button to update the staff member’s password. A toast notification ‘Password Updated Successfully’ will appear to confirm the update.
  • Delete:  Removes the selected staff. A dialog box will appear with the text ‘Are you sure you wish to delete this staff?’ along with ‘Ok’ and ‘Cancel’ options. Cancelling will remove the dialog box and clicking on ‘Ok’ will display this toast notification ‘Removed Staff Successfully’ to confirm deletion.

This feature ensures proper access control and helps maintain system security by managing staff access levels.