Add / Update Staff Members

This page allows you to add staff members and provide them access to modules such as billing, inventory etc depending on their roles and responsibilities.

Add New Staff Member


1. From the Homepage, click on Settings.

2. Click on Staff Members.

The following page will be displayed.

A list of all the staff members added will be displayed with the name, mobile number and email address.

3. Click on Add New Staff Member.

The following pop-up gets displayed with the following details:

1. Enter the First Name and the Last Name of the staff member.
2. Enable this option if staff member is a delivery boy.
3. Enter the staff member’s mobile number.
4. Enter the staff member’s email address.
5. Enter the password which will be used by the staff member to log into the portal.
6. Re-enter the password to confirm.

Click on Next to continue

4. Click on the sections that you wish you give permissions to the staff member. Click on Save Permissions to update the changes made.

1. From the Homepage, tap on Settings.

2. Tap on Staff Members.

The following page will be displayed.

A list of all the staff members added will be displayed with the name, mobile number and email address.

3. Tap on and the following page will be displayed.

1. Enter the First Name and the Last Name of the staff member.
2. Enter the staff member’s mobile number.
3. Enter the staff member’s email address.
4. Enter the password which will be used by the staff member to log into the portal.
5. Re-enter the password to confirm.
6. Enable this option if staff member is a delivery boy.
7. Select the sections for which you want to give permission to the staff member.

Tap on Save and the staff member will be created successfully.

Add New Delivery Boy


1. From the Homepage, click on Settings.

2. Click on Staff Members.

The following page will be displayed.

A list of all the staff members added will be displayed with the name, mobile number and email address.

3. Click on Add New Staff Member.

The following pop-up will be displayed.

1. Enter the First Name and the Last Name of the staff member.
2. Enable this option if staff member is a delivery boy.
3. Enter the staff member’s mobile number.
4. Enter the staff member’s email address.
5. Enter the password which will be used by the staff member to log into the portal.
6. Re-enter the password to confirm.

Click on Next to continue.

4. If you have marked a staff member as a Delivery Boy, an OTP Verification code is sent to the registered number. Enter the OTP in the OTP verification box.

5. Click on the sections that you wish you give permissions to the staff member and click on Save Permissions to update the changes made.

1. From the Homepage, tap on Settings.

2. Tap on Staff Members.

The following page will be displayed.

A list of all the staff members added will be displayed with the name, mobile number and email address.

3. Tap on and the following page will be displayed.

1. Enter the First Name and the Last Name of the staff member.
2. Enter the staff member’s mobile number.
3. Enter the staff member’s email address.
4. Enter the password which will be used by the staff member to log into the portal.
5. Re-enter the password to confirm.
6. Enable this option if staff member is a delivery boy.
7. Select the sections for which you want to give permission to the staff member.

4. An OTP will be sent to the registered number. Enter the OTP in the OTP verification box and click on Confirm.

5. Tap on the sections that you wish you give permissions to the staff member and click on Save.

The staff member gets successfully added.

Update Staff Member Details


1. From the Homepage, click on Settings.

2. Click on Staff Members.

A list of all the staff members added will be displayed with the name, mobile number and email address.

3. Click on the staff member that you want to edit. The following page will be displayed.

4. You can change the Account Information like Name, Mobile Number etc. You can also add or edit the permissions for the staff member in the Permission Settings.

5. Click on Save once you have made the changes.

1. From the Homepage, tap on Settings.

2. Tap on Staff Members.

The following page will be displayed.

A list of all the staff members added will be displayed with the name, mobile number and email address.

3. Tap on any staff member that you want to edit and the following page will be displayed. You can change the staff members details, permissions and password.

4. Tap on Save once you have made the required changes.

Delete Staff Member


1. From the Homepage, click on Settings.

2. Click on Staff Members.

A list of all the staff members added will be displayed with the name, mobile number and email address.

3. Click on the staff member that you want to delete. The following page will be displayed.

4. On the bottom of the page click on Delete Staff Member. From which a pop-up window appears. Click on Delete Member.

1. From the Homepage, tap on Settings.

2. Tap on Staff Members.

The following page will be displayed.

A list of all the staff members added will be displayed with the name, mobile number and email address.

3. Tap on any staff member that you want to delete and the following page will be displayed.

4. Tap on  and you will receive the following pop-up.

Tap on Delete and the staff member will be deleted successfully.

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4 thoughts on “Add / Update Staff Members”

  1. how to add a staff member | set permissions for new staff members | how to give staff access to my account ~ #addnewstaffmember

  2. how to update staff member details | how to change staff member permissions | how to update my staff profile ~ #updatestaffmemberdetails

  3. how to delete a staff member profile | how to delete a delivery boy profile ~ #deletestaffmember

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