Edit Operator
How to Access This Feature
"System Settings" → "Operators" → Click the "Edit" button for an operator
Contents
- 1. About This Feature — Overview / How to Access / 3 Use Cases
- 2. Feature Guide — Basic Info / Password / Permissions
- 3. FAQ — 6 FAQs + Important Notes
- 4. Related Features
1. About This Feature
Quick Links: Overview | How to Access | Use Cases
1.1 Overview
The Edit Operator feature allows you to modify various settings for an operator account. You can update the operator's name, username, email, and other basic information, help operators reset their login password, and adjust the feature permissions available to them. This is suitable for administrators to maintain personnel accounts and manage access control.
1.2 How to Access
"System Settings" → "Operators" → Click the "Edit" button for an operator
1.3 Use Cases
Quick Links: Update Email | Reset Password | Adjust Permissions
Scenario 1: Update an Operator's Contact Email
Situation: An operator has changed their personal email and needs to update it in the system.
How to do it:
- Go to "Operators" page
- Find the target operator and click "Edit"
- Enter the new email in the "Email" field
- Click the "Save" button
Result: The operator's email has been updated. Future system notifications will be sent to the new address.
Scenario 2: Reset an Operator's Login Password
Situation: An operator forgot their password and needs administrator assistance to reset it.
How to do it:
- Go to "Operators" page
- Find the target operator and click "Edit"
- In the "Password Management" section, enter a new password
- Re-enter the password for confirmation
- Click the "Update Password" button
Result: Password has been updated. Inform the operator of the new password through secure means and suggest they change it after logging in.
Scenario 3: Adjust an Operator's Permission Level
Situation: A warehouse staff member has been promoted to supervisor and needs increased system permissions.
How to do it:
- Go to "Operators" page
- Find the target operator and click "Edit"
- In the "Permission Management" section, select a new role (e.g., "Warehouse Manager")
- Or manually check the required permission items
- Click the "Save" button
Result: Permissions have been updated. The operator needs to log out and log back in for changes to take effect.
2. Feature Guide
Quick Links: Basic Info | Password | Permissions
2.1 Basic Information
Fields marked with * are required
| Field | Description |
|---|---|
| *Name | Shown throughout the system; use real name |
| *Username | Used for login; letters, numbers, underscore only |
| For system notifications and password reset |
▸ Save Basic Information
- Modify the fields that need to be changed
- Click the "Save" button
- System displays "Update successful" and returns to the list
2.2 Password Management
Fields marked with * are required
| Field | Description |
|---|---|
| *Current Password | Required when changing your own password |
| *New Password | At least 6 characters |
| *Confirm Password | Must match new password |
▸ Change Your Own Password
- Enter your current password
- Enter new password (at least 6 characters)
- Re-enter new password for confirmation
- Click "Update Password" button
▸ Change Another User's Password
Requires staff management permission:
- Enter new password (at least 6 characters)
- Re-enter new password for confirmation
- Click "Update Password" button
💡 Tip: Changing your own password requires verification of the old password. Changing another user's password does not.
2.3 Permission Management
Preset Roles
The system provides the following preset roles. Selecting a role automatically applies the corresponding permissions:
| Role | Description |
|---|---|
| Super Admin | Full permissions for all features |
| Admin | Full read/write permissions (no delete) |
| Warehouse Manager | Inventory management + data viewing |
| Warehouse Staff | Basic operation permissions |
| Customer Service | Order management permissions |
| Read-only User | View only, cannot edit |
| Custom | Manually configure individual permissions |
▸ Set Permissions Using Preset Roles
- Click "Select Preset Role" in the "Permission Management" section
- Choose an appropriate role from the dropdown
- Click "Save" button
▸ Custom Permission Settings
- Select "Custom"
- Expand each feature category
- Check the required permission items
- Click "Save" button
⚠️ Note: After permission changes, the operator must log out and log back in for changes to take effect.
3. FAQ
Quick Links: FAQs | Important Notes
3.1 FAQs
▪ Why can I only view permissions but not edit them?
Editing permissions requires "Staff Management Write Permission". If you see a message like "Your permissions are set by an administrator", you don't have permission to edit others' permissions. Please contact an authorized administrator for assistance.
▪ Why do I need to enter my old password when changing my own password?
This is a security measure. Entering the old password confirms that the account owner is performing the operation, preventing others from changing your password.
▪ Why don't permission changes take effect immediately?
After permission changes, the system requires the operator to log out and log back in to load the new permission settings. Please notify them to re-login.
▪ Can I remove my own admin permissions?
The system prevents you from removing your own "Staff Management" permission. This is to prevent accidentally locking yourself out of your account, leaving no one to manage system permissions.
▪ How can I see what permissions a role includes?
After selecting a role, the system displays all permission items included in that role. You can review them before deciding to apply.
▪ Does changing the username affect login?
Yes. The username is the login account. After modification, the new username must be used to log in. Be sure to notify the operator.
3.2 Important Notes
⚠️ Important Reminders
- After changing a password, inform the operator of the new password through secure means
- Permission changes require re-login to take effect
- Avoid granting excessive permissions; follow the principle of least privilege
- After username modification, the operator must log in with the new account
4. Related Features
| Feature | Description | Link |
|---|---|---|
| Staff Management | View and search all operators | Go to |
| Merchant Permission Management | Configure which merchants an operator can access | Go to |