How to Add or Edit Staff Members in Tracepos
Managing your team is an important part of running a business. With Tracepos, you can easily add or edit staff profiles, assign them to roles, and give them warehouse access. This guide shows you how.
Where to Find the Add/Edit Staff Feature
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Log in to your Tracepos dashboard
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Go to Staff Members
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Click the + Add button to create a new staff
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Or click the Edit button beside an existing staff to update their info
This opens the Add/Edit Staff Member drawer, where you can enter or change staff details.
What You Can Do
1. Upload a Profile Image
Click the upload box to add a photo for the staff member.
2. Assign Warehouse Access
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Choose one or more warehouses from the dropdown.
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Admins don’t need warehouse selection — it’s disabled for them.
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Need to add a new warehouse? Click Add Warehouse.
3. Set a Role
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Pick a role from the dropdown (like Admin or Manager).
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Don’t see the role you want? Click Add Role to create one.
4. Fill in Staff Details
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Name: Enter full name
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Email: This is required
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Phone: Enter phone number
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Status: Choose if staff is Enabled or Disabled
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Password: Set a password (leave empty if you don’t want to change it)
5. Add Address
Type in the staff member’s address.
Save or Cancel
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Click Create to save a new staff member
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Click Update to save changes
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Or click Cancel to close without saving
Key Things You Should Know
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Warehouse and Role Control: Assign access easily from the same form
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Live Feedback: You’ll get alerts if anything is missing or incorrect
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Mobile Friendly: Works well on both desktop and phone screens
Who Can Use This Feature?
To add or edit staff, your account must have the right permission:
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staff_member_create– to add -
staff_member_edit– to edit
Need help managing more staff? Use the import staff feature to upload many staff members at once.