How to Edit a User in GPOS
This tutorial will guide you through the step-by-step process of editing an existing user’s information in GPOS.
🛠️ Why You Might Need to Edit a User
- To update a user’s contact details (phone, email, address, etc.)
- To change login credentials such as username or password
- To assign or update a role and permissions
- To update bank or HR details for staff management
- To correct errors in saved user profiles
📋 Steps to Edit a User in GPOS
✅ Step 1: Go to User Management
- Log in to your GPOS dashboard.
- From the side menu, navigate to “Settings” or “Users” module.
- Click on “User List” to see all registered users.
✅ Step 2: Search and Select the User
- Use the search filter to find the user by Name, Username, or Role.
- From the list, select the user you want to edit.
✅ Step 3: Click on “Edit User”
- Once selected, click the “Edit” button.
- The user information form will open for editing.
✅ Step 4: Update User Information
- Basic Info: Prefix, First Name, Last Name, Email, Phone, Business/BackOffice
- Login Details: Username, Password, Confirm Password, Allow Login
- Role & Permissions: Assign/Change Role, Set Commission %, Max Discount %
- Bank Details: Account Name, Account Number, Bank Name, Branch, Tax Payer ID
- More Information: Date of Birth, Social Media Links (Facebook, X, Instagram), Blood Group, Marital Status, Guardian Name, ID Proofs, Addresses, Profile Photo
- HR Details: Employee ID, Shift, Department, Designation, Salary & Pay Type
✅ Step 5: Save Changes
- Review all the updated fields.
- Click on the “Save” button to confirm changes.
- The user profile will be updated while retaining the same User ID.
🔐 Important Notes
- Only administrators or users with permission can edit other users.
- Sensitive changes (e.g., password, role, or permissions) should be done carefully.
- All edits are logged for security and accountability.
🎯 Tips
- Always double-check login details and role permissions before saving.
- Keep user bank and HR details updated for smooth payroll management.
- Upload a clear profile photo for easy staff identification.