Edit Operator
Table of Contents
1. Features
Edit Operator is where you maintain a single member's account: adjust their home warehouse, reset their password, set function permissions, and assign accessible merchants. After a new member is created or accepts an invitation, you usually come here to fill in permissions and merchant scope; you also update it here when a member changes roles or the brands they handle. The top of the page shows the member's name, account, home warehouse, and status, plus who invited or created them.
Quick Jump: Work assignment ｜ Reset password ｜ Permissions ｜ Merchant access assignment
1.1 Work assignment (home warehouse)
In the "Work Assignment" section you can adjust the member's Warehouse Name.
Fields marked with * are required
| Field | How to fill | Notes |
|---|---|---|
| *Warehouse Name | Choose the member's warehouse from the list | Required; after the change, the member appears in the new warehouse's list and no longer in the original one |
Click "Save" to update the home warehouse.
1.2 Reset password
In the "Reset Password" section you can set a new password for the member directly, without entering their current password.
Fields marked with * are required
| Field | How to fill | Notes |
|---|---|---|
| *New Password | Enter the new password | Required, at least 6 characters |
| *Confirm New Password | Enter the same new password again | Required, the two must match |
After setting it, hand the new password to the member. When you are editing your own account, this section does not show the reset-password fields; instead it directs you to change your own password in Profile.
1.3 Permissions
Permissions decide which functions the member can use after logging in. If you have operator-management permission, you can check the functions to grant in the permissions section; otherwise you only see a read-only view of the current permissions.
- You can only grant permissions you hold: you cannot grant permissions you do not have, and anything beyond that is stripped.
- Permission changes force the member to log in again: after adjusting permissions, the member's mobile App and back-office logins are invalidated, and they must log in again for the new permissions to apply.
- You cannot remove your own core permissions: when editing yourself, the system does not allow removing your own operator-management (read and write) permissions, to avoid locking yourself out of management.
1.4 Merchant access assignment
Clicking "Manage Merchants" for the member in the operator list opens the merchant access assignment page, which decides which merchants' inventory and orders they see after logging in.
How it works:
- Use the search box to find a merchant, or use "Select All" / "Deselect All" to check or clear in bulk.
- The list shows only the merchants of the current warehouse; if a merchant the member was previously authorized for no longer belongs to this warehouse, it is flagged as an "orphaned" authorization to remind you to handle it.
- You can only check merchants you can access, and cannot grant merchants beyond your own scope.
About this change:
- When it can run: operator-management permission is required to modify; the read-only view is available to anyone.
- Side effects: it takes effect immediately on save, and the next time the member reads data they see only the merchants you checked. At least one merchant must remain; clearing all cannot be saved.
- Reversibility: you can return to this page anytime to re-check and adjust; no merchants or their data are deleted.
2. FAQ
2.1 Questions
▪ Do I need to know the person's current password to reset it?
No. Resetting someone else's password here lets you assign a new password directly, without entering their current one. After setting it, hand the new password to the member.
▪ I changed someone's permissions, why do they say it still doesn't work?
After a permission change, the member must log in again for it to apply, and the system also invalidates their existing login automatically. Have them log in once more.
▪ Why can't I check certain permissions?
You can only grant permissions you hold. Anything missing or uncheckable means you do not have that permission yourself and cannot re-grant it to others.
▪ When editing my own account, why don't I see the reset-password fields?
You do not change your password here when editing yourself; the system directs you to Profile to change your own password, where it requires verifying your current password for added safety.
▪ What if the merchant I want to authorize is not in the list?
The merchant list shows only the merchants of the member's current home warehouse. Confirm the merchant is configured to this warehouse, or move the member to the correct warehouse first in Work assignment, then assign.
▪ What does the "orphaned authorization" warning mean?
It means a merchant the member was previously authorized for no longer belongs to their current warehouse. The system lists these merchants as a warning so you can re-check their merchant selections and remove authorizations that no longer apply.
▪ If I change the home warehouse, what happens to the person?
They move from the original warehouse's list to the new warehouse's list, and their operating scope follows the new warehouse. Any assigned merchant that does not belong to the new warehouse is flagged as "orphaned" on the merchant assignment page, and adjusting it is recommended.
2.2 Notices
⚠️ Important
- Adjusting permissions invalidates the member's login immediately, and they must log in again to keep working.
- Merchant assignment requires at least one merchant; clearing all cannot be saved.
- When editing yourself, you cannot remove your own operator-management permissions, nor reset your own password here.
💡 Tip: For a newly created member or one who just accepted an invitation, confirm here that permissions and merchants are fully assigned, otherwise they will see no operable data after logging in.
3. Related Features
| Feature | Description | Link |
|---|---|---|
| Operators | Return to the operator list to search, disable, or invite members | Go |
| Create Operator | Create a new operator account directly | Go |
| Organization Settings | Maintain the organization and warehouses for the home-warehouse choice | Go |