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Update a staff user
When to use it
Use this guide when you need to update a staff user.
Before you start
- Open User Management from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
The staff details and selected role are updated.
Staff edits change identity, assigned access and active status. Delete archives the staff user as inactive rather than erasing the record.
Steps
- Find the staff user and select Edit from their actions.
- Update the personal details, role, department, or level. Check the consequences of changing their role before saving.
- If changing an M-Pesa number, check the number carefully. It needs payment-profile approval before it can be used for payments.
- Select Save and reopen the user to check the saved details.
Screenshot to add: User Management: update a staff user. Capture filename: images/update-a-staff-user.png.
Restrictions
You need permission to add or edit users. Status changes need separate permission. Updating a role changes the person’s permitted actions.
If something went wrong
After an unclear Save, reopen the user and compare the personal details, role, department and level before saving again. Use Edit → Save to correct supported fields on the intended account.
If the wrong role gave too much or too little access, ask the administrator to correct it promptly and check the affected person's access. Correcting the role does not undo their earlier work. If M-Pesa details were wrong, submit the confirmed number and have Finance review the payment profile separately.
Check the correction
Check the saved fields and assigned role, then verify appropriate access after refreshing or signing in again. Check payment-profile approval independently.