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Staff Management ​

Introduction ​

Staff Management allows you to create and manage admin users who can access the UddoktaPay panel. Assign roles and brands to control what each staff member can access and modify.

Access Staff Management from Administration → System Settings → Staffs.

WARNING

Requires Role Management Addon
This feature is only available if you have the Role Management addon installed and activated. Check Administration → License to view your available addons.

Create Staff ​

Click New Staffs to add a new admin user.

Staff Information ​

Name (required)
Full name of the staff member.

  • Used for identification in admin panel
  • Visible in activity logs and notifications

Email (required)
Email address for login and notifications.

  • Must be unique across all staff
  • Used as login username
  • Receives system notifications

Phone (required)
Contact phone number.

  • Format: Include country code if applicable
  • Used for contact purposes
  • Not used for login

Password (required)
Initial password for staff login.

  • Staff can change password after first login
  • Use strong password with mixed characters
  • Minimum length requirements may apply

Access Control ​

Roles (required dropdown)
Assign one or more roles to define permissions.

  • Select from available roles (created in Access Roles)
  • Multiple roles can be assigned
  • Permissions combine from all assigned roles
  • Placeholder: "Select an option"

Brands (required dropdown)
Assign accessible brands to this staff member.

  • Select which brands staff can manage
  • Multiple brands can be assigned
  • Staff only sees assigned brands
  • Placeholder: "Select an option"

TIP

Create roles in System Settings → Access Roles before creating staff. Each role defines specific permissions like viewing payments, managing gateways, etc.

Edit Staff ​

Click Edit from the actions menu to modify an existing staff member.

Editable fields:

  • Name
  • Email (cannot be changed if already verified)
  • Phone
  • Password (leave blank to keep current password)
  • Roles
  • Brands

WARNING

Changing a staff member's roles or brands immediately affects their access. They may lose access to certain features or brands upon save.

Delete Staff ​

Click Delete from the actions menu to remove a staff member.

What happens:

  • Staff member loses all panel access immediately
  • Login credentials become invalid
  • Associated activity logs remain for audit purposes
  • Cannot be undone

DANGER

Deleting a staff member is permanent. Their login access is immediately revoked. Ensure you want to remove this user before confirming deletion.

Best Practices ​

Creating staff:

  • Use work email addresses, not personal
  • Assign minimum required roles (principle of least privilege)
  • Only grant brand access they need to manage
  • Set strong initial passwords
  • Document each staff member's responsibilities

Role assignment:

  • Create specific roles for common positions (Sales, Support, Finance)
  • Avoid giving all permissions unless necessary
  • Review role permissions regularly
  • Use multiple specific roles instead of one super-admin role

Brand access:

  • Grant access only to brands they manage
  • Review brand assignments quarterly
  • Remove brand access when responsibilities change
  • Document which staff manages which brands

Security:

  • Change passwords if staff leaves organization
  • Delete staff accounts for departed employees
  • Review active staff list monthly
  • Monitor staff activity in logs
  • Use strong password requirements

Organization:

  • Use consistent naming convention
  • Keep phone numbers updated
  • Verify email addresses are monitored
  • Document emergency contacts

Troubleshooting ​

Can't create staff - "Role Management addon required"

Problem: New Staffs button disabled or feature unavailable.

Solution:

  1. Check Administration → License
  2. Verify Role Management addon is listed
  3. If not available, purchase at my.uddoktapay.com
  4. Click Refresh License after purchasing
  5. Return to Staff Management

No roles available in dropdown

Problem: Roles dropdown is empty.

Solution:

  1. Go to System Settings → Access Roles
  2. Create at least one role with permissions
  3. Return to Staff Management
  4. Roles dropdown now populated

Email already exists

Problem: Can't create staff with duplicate email.

Solution:

  • Use a different email address
  • Check if staff already exists in list
  • Use email aliases if same person needs multiple accounts
  • Contact existing staff to recover account

Staff can't login after creation

Problem: New staff reports login failure.

Solution:

  1. Verify email address is correct
  2. Confirm password was communicated securely
  3. Check staff account is not deleted
  4. Ensure at least one role is assigned
  5. Verify at least one brand is assigned
  6. Check staff email for activation link (if required)

Staff sees "No access" after login

Problem: Staff can login but sees no data.

Solution:

  1. Edit staff member
  2. Verify roles are assigned
  3. Confirm brands are assigned
  4. Check assigned roles have actual permissions
  5. Save changes
  6. Ask staff to logout and login again