Vendor Portal - Users - Staff

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  • Published on Oct 24, 2025
  • 3 minute(s) read
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In this section, you can manage different kinds of users, including staff, property management companies & staff and customers. You are able to add, edit and remove users, enable/disable all the accounts and search for all the users’ information by keywords with the smart search box.

Staff

Click the “Users” -> “Staff” on the left navigation menu to access the “Staff” section.

Create Staff/User

Click the “Create User” button in blue to access the web page for creating staff. Fill in the fields based on the actual situation and click the “Save” button at the lower-right corner. You can refer to table below for descriptions of the fields.

Field Name

Value Needed

Description

First Name

Alpha-numeric

Enter the first name.

Last Name

Alpha-numeric

Enter the last name.

Username

Alpha-numeric

Enter the username.

Email

Alpha-numeric

Enter the email address.

Role

Drop-down list

Select one or more roles for the staff. The role/roles you’ve selected are created in advance by KioSoft in the KioCentral system.

You could see the detailed permission information for the role/roles by clicking the “See Permission” button in blue on the right.

Technician ID

Number

This field is only shown when the role/roles you’ve selected has/have the CCM Read Permission & CCM Write Permission. This is a required field, and you need to enter your 5-digit Technician ID.

Location Assignment

Radio button

There are two options: To all locations and By Branch. For detailed information of these two types, please refer to “Contrast between To all locations Staff & By Branch Staff” below.

Branch

Drop-down list

If you click “By Branch” for the “Location Assignment” field, the “Branch” field will show. You could select one or more branches from the drop-down list, or you could click the “Select All” checkbox on the right.

Contrast between “To all locations” Staff & “By Branch” Staff

In the “Location Assignment” field (located in the table above), you could select “To all locations” or “By Branch” based on the actual situation. The two types of staff have different accesses to locations & branches and different permissions for operations like creating a new staff, editing an existing staff and viewing the staff list.

To all locations Staff

By Branch Staff

  • Has no data limitation.

    The staff can see all data scope (all staff on the staff list & all branches on the branch list & all locations on the location list) of the vendor company.

  • Has data limitation.

    The staff can only handle the data of their own branches. They cannot see “To all locations” staff on the staff list.

  • Can see “Location Assignment” field when creating a new staff.

    “To all locations” staff can create both “To all locations” staff and “By Branch” staff. All branches of the vendor company will be listed on the creating user web page.

  • Cannot see “Location Assignment” field when creating a new staff.

    “By Branch” staff can only see the “Branch” field and their own branches on the creating user web page, which means they can only create another “By Branch” staff.

  • Can edit all types of staff.

    “To all locations” staff can see the “Location Assignment” field when editing both “To all locations” staff and “By Branch” staff and can see all branches of the vendor company in the “Branch” field with no limitation.

  • Can edit the staff whose branches are covered.

    “By Branch” staff can edit another staff only if the branches of this staff are all covered by the editor.

Enable/Disable Staff

The staff account you’ve created will be displayed in the staff list. The default status of the account is “Enabled,” which you can see in the status column.

Click on the green “Enable” button, and the status will be changed to “Disabled” and vice versa.

Reset PW

Click on “Reset PW.” The new auto-generated password for the account will be sent to your register email address. The notification for successful operation will appear at the top of the web page.

Edit Staff

You can edit the accounts in the list by clicking the “Edit” button in the column of Actions. Click “Save” to keep the changes or “Back” to quit the modification.

The account can be deleted through the “Delete” button. Click on it and a warning tip will pop up. Click “Yes” to delete the account, or “No” to cancel the action.


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