Edit and Archive a Staff Member

On the staff management page, you can efficiently manage your team by editing staff details when updates are needed or archiving staff profiles that are no longer active. Archiving helps keep your records organised without permanently deleting a user, ideal for managing seasonal staff or team changes.

Edit a Staff Profile

You can update a staff member’s information (such as their name, role, contact details, or assigned site) at any time. This is especially useful when reassigning responsibilities, correcting errors, or keeping staff records current as your team evolves.

• a. In your TechSuite portal, go to Staff Management > Staff List.

• b. In staff list page, find the team member you want to edit.

• c. Click the three-dot button at the right end of the staff member’s row, or use the three-dot button located in the top-right corner of the information panel on the right side of the page.

• d. Select the “Edit Staff” option.

• Make your changes and click the “Update” button .

Archive a Staff Profile

Archiving removes the staff member from your active list but keeps their profile stored. This is ideal for temporary staff or team members no longer with the business.

• a. In your TechSuite portal, go to Staff Management > Staff List.

• b. Click the three-dot button at the right end of the staff member’s row, or use the three-dot button located in the top-right corner of the information panel on the right side of the page.

• c. Select “Archive Staff”

• When you archive someone, a confirmation pop-up will appear with a warning that this action is temporary and reversible. Archiving removes the staff from the active list without deleting their data, ideal for inactive or seasonal staff. Click “Archive” to confirm, or “Cancel” to go back. You can unarchive staff anytime from the ‘Archived Staff’ section in the menu.

Restore Archived Staff

Archived staff profiles are stored under Settings > Archives.

To restore:

1. In TechSuite Portal, go to Settings > Archives from the sidebar
2. Select Staff from the Sections panel.
3. Find the staff you wish to restore.
4. Click the Unarchiveicon.

What’s Next?

Now you know how to manage your team, it’s time to focus on your customers. Head over to Customer Management to learn how to create customer profiles, track credit, and organise your customer base across all branches.