Answer
Open Users, find the staff account, update the access or profile details carefully, then verify the branch or role context the user should work under.
Before you start
- Know exactly what needs to change: name, role, branch scope or status.
- Avoid editing the wrong user by checking the staff identity carefully first.
- Be ready to test the change with the real branch or module context if permissions are involved.
Step-by-step guide
- Open Users and search for the staff account that needs updating.
- Review the current details before changing role, branch access or profile information.
- Save the changes and confirm the user still belongs to the intended branch and access scope.
- Ask the user to log back in or test the access path if the change affects daily workflows.
How to confirm it worked
- The correct staff profile was edited.
- Branch and access details match the operational role the user actually needs.
- The user can still reach the expected workflows after the update.
Common mistakes
- Editing the wrong user because the search result looked similar.
- Changing role or branch access without testing the impact.
- Saving access changes without recording why they were made.
Do this in Cellivo
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More answers
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Open Customers, create the profile with clean contact details, save it, then use the new customer in POS, returns or ledger workflows.
How do I create a supplier before recording purchases?
Open Suppliers, create the supplier master with clear contact and finance details, save it, then use that supplier in purchase and ledger workflows.
How do I move my work context to another branch?
Use Branch Select to change the active branch before you start sales, receiving or reporting. Always confirm the branch change worked before entering transactions.