Edit staff
Update name, email, or PIN for a branch staff member.
Open in dashboardStaff
Overview
Editing updates a staff record's name, email, or PIN. Resetting the PIN is the most common action โ use it when a staff member forgets theirs, or periodically for security.
When to use it
- Correcting a typo in a name or email
- Rotating a PIN after a staff change or as a quarterly hygiene step
- Resetting the PIN for someone who forgot theirs
How to use it
Video tutorial coming soon
- Open Staff.
- Find the row and open the row action menu.
- Choose Edit (or Reset PIN for the PIN-only flow).
- Update the fields โ name, email, or PIN.
- Click Save โ the list refreshes.
Tips & gotchas
- PIN must stay unique per branch.
- Reset PIN is a shortcut for just the PIN field โ same effect as editing and changing it.
- An admin override resets the PIN immediately; the staff member does not get logged out and will use the new PIN next time they sign in on the iPad.
- Role changes in the edit form respect role hierarchy โ you can't promote someone above your own role level.