Role Guide - Staff
Daily operations role for customer service, transactions, and collections.
Role Summary
Staff executes day-to-day branch workflows.
This role handles most direct customer operations but has limited administrative authority.
Core Responsibilities
- Create customer records with complete KYC data.
- Create purchase transactions with correct item details.
- Record payments accurately.
- Apply discount only with mandatory reason.
- Perform eligible gold release actions.
- Track and act on branch risk alerts.
Accessible Features and Modules
- Customer add and basic customer edit
- Purchase transaction creation
- Payment posting (partial/full)
- Discount application with reason
- Gold release workflow
- AUCTION status marking
- Gold price entry and history view
- Limited operational reports and risk views
- Notifications and upload management
Restrictions
- Cannot block customers.
- Cannot set customer default annual rate.
- Cannot change customer branch or civil ID.
- Cannot edit transactions after save.
- Cannot delete payments.
- Cannot view audit logs.
- Cannot manage users.
- Cannot create or delete currencies.
- No branch-level admin or global settings control.
Notes
- Civil ID must be unique. Only Head role can change civil ID after creation.
- Staff can view other-branch active transactions only for payment lookup scenarios.