Role Guide - Staff

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
• Top-up (closure and re-issue)
• Payment posting (partial/full) with required reference number per payment
• Discount application with reason
• Gold release workflow
• AUCTION status marking
• Gold price entry and history view
• Global search (customers, transactions, and other permitted records)
• Branch-scoped reports and exports where the API allows (same Reports area as other roles; head-office consolidated views remain Head-only)
• Notifications (alerts, cross-branch payments, discounts, status changes, gold price updates)
• File uploads for KYC and item images (where exposed in UI)

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 the Audit Logs screen (Head and Branch Manager only).
• Cannot manage users.
• Cannot create or delete currencies.
• Cannot run head-office consolidated or system-wide cross-branch settlement reports (Super Admin / Head only).

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.