Alt Radius CRM Documentation

Add Partner

Partner System Overview

Go to the partner tab, click on the partner role that needs to be assigned the task. Here, you will find three levels of the partner system. 

Senior Partner: The company directly assigns the distribution to the main senior partner
Partner: The senior partner further assigns data distribution work to the partner
Agent: A partner further assigns work to the agent who deals with the customer

How does the Partner System work?

Senior partners can add their own customer and further assign work to the partner.

Similarly, a partner can add their own customer and further assign work to agents.

An agent is a person who can create their own customer.

Selling Tariff Plan to Customers and Partners

  • The selling price of the tariff plan of the senior partner to the partner is different, and direct selling to the customer is different.

  • Similarly, for the partner to agent price is different, and the customer is unique.

This system creates a fair pricing rate at each hierarchy level. The customer will buy a plan at a fair price.

Example:

A tariff plan sold by an agent.

  • Admin assigns the base price of the tariff plan to $100

  • The Senior Partner then adds a profit margin of $20 and the selling price is $120

  • Partner assigns a profit margin of $30 to $120 and sells at a cost of $150

  • Finally agent assigns his/her profit of $20 to $150 and sells the tariff plan at $170

How to Add Partner in a System?

Go to the manage user tab and the partner button to open up the menu

image.png

Senior Partner

To add a senior partner, click on the senior partner button and fill in the required information. Note: Admin can create this role. 

Step1: Fill Form

Name: Original name of a person
Username: Digital name known for online presence

Email: Authentic email of the person

Phone: Valid contact number

Identity: National ID card number

Role: Select senior partner 

Password: Enter a unique password containing both characters and numbers 

Location: Select the location where the senior partner will be managing the operations

Step 2: Add Balance

Now the basic profile has been created. Click on add balance to charge the senior partner's wallet.

  • Click on the “Add balance” button. Fill the required field

  • Select Payment method

  • Account Number

  • Payment mode

  • Balance

  • Description

Step3: Assign a NAS

On the profile option, you can click on the NAS button to assign a NAS.

Step4: Assign a Tariff plan

To add a tariff plan, click on the package button. 

In the next tab, you will see an add button. 

  • Click on the package tile to select the predefined tariff plan.

  • The cost is fixed

  • Selling price: You can choose to sell. 

  • Set the company's senior partner's profit margin min and max for selling the plan to further partners. 

For business use

  • Set the customer min and max profit margin for the selling plan to customers only.

This setting ensures that the tariff plan is fairly sold to partners and customers. When a senior partner logs in with their account. They can assign a particular tariff plan to the junior partner at a fixed price profit margin. Selling at a price above or below the particular range is not allowed. The system does not accept those values. 

Partner

Create a partner from the Admin profile, click on the senior partner add option along the sidebar. 

  • Follow “Step 1” to create a partner 

  • Add a NAS here

  • Switch to the senior partner account. A new dashboard will appear. Click on the partners sidebar button. Now, choose the partner and click on add plan

  • Assign the plan here by clicking on the plan button.  Set the tariff plan that a partner can sell and its selling price. The senior partner can assign only those tariff plans they already have. 

  • Now, add balance to the partner account like step 2.

You can also create a partner from a senior partner account as well. Fill the form and assign the package. You can directly add balance to the charge partner wallet by filling the same form as in the senior partner case. 

Agent

For setting up an agent, use an admin profile or switch to a partner account 

  • Use the Admin account

  • Follow step 1 to create an agent account

  • Add Nas to the agent account

  • Now switch to the partner account

  • Here, you will assign tariff plans to the agent to sell them further   

  • Next, charge the balance to the agent account 

An admin can directly add balance to agent wallet as well.

Background Gradient Background Gradient
Background Gradient Background Gradient