Overview
The role section offers an admin the ability to create a role for staff and partners. An admin can grant permission access to these people. Each role can have limited access or full access to the CRM part.
How to create a Role?
You can follow these steps to create a role in ALT Radius
Step 1: Go to Manage user
The very first step is to visit the “manage user” option. Click on the Add Role option to add a new role.
Step 2: Add Role Name
The next step is to fill in the required fields.
Role Name: Create a role name suitable for the responsibilities.
Step 3: Assign Role Permission
Click on the buttons to assign which option is permissible for a particular role
Configuration Module
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| Submodules |
Role Permissions |
| Payments |
Configure payment methods, configure payment modes, manage accounts, and update configurations |
| Sidebar |
Configure localization, manage sidebar items |
| Tickets Config |
Define ticket statuses, configure ticket types, and set priorities |
| Templates |
Create templates, update templates, and manage template types |
| General Settings |
Configure system settings, manage departments, update global settings |
| Integrations |
Configure email settings, manage SMS/WhatsApp profiles, manage messaging profiles, and configure notification events |
| Networking Config |
Define router types, manage IP network categories, and manage IP host categories |
| Finance Config |
Configure taxes, manage inventory categories |
| Customer Category |
Create customer categories, update customer classifications |
Customer Management Module
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| Submodule |
Role Permissions |
| Vouchers |
Create vouchers, view vouchers, update vouchers, delete vouchers, restore vouchers, and permanently delete vouchers |
| Customers |
Create customers, view customer records, update customer details, delete customers, restore customers |
| Comments |
Add comments, update comments, delete comments, view comments |
| Services |
Create services, assign plans, update services, delete services, restore services |
| Documents |
Upload documents, view documents, update documents, delete documents, restore documents |
| Quotes |
Create quotes, update quotes, delete quotes, restore quotes |
| Billing |
Create billing records, update billing records, and view billing details |
| Invoices |
Generate invoices, update invoices, delete invoices, and restore invoices |
Logs Module
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| Submodule |
Role Permissions |
| Logs |
Show the logs module in the menu bar |
| Activity Log |
Access activity log records |
| COA Log |
Access the change of authorization logs |
| Auth Log |
Access authentication logs |
| Usage Log |
Access usage and bandwidth logs |
| Notification Log |
Access notification logs |
| Service Log |
Access service logs |
Networking Module
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| Submodule |
Permissions |
| Routers |
Add routers, configure connection rules, view network maps, update routers, and delete routers |
| IPv4 Networks |
Create networks, view networks, update networks, delete networks |
| System Status |
Monitor network status |
Dashboard Module
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| Submodule |
Permissions |
| System Status |
Allows viewing overall system performance and health metrics |
| Customers |
Provides access to customer-related statistics and summaries |
| Finance |
Displays financial data such as revenue, payments, and invoices |
| Networking |
Shows network activity, usage, and infrastructure status |
| Top Dashboard |
Displays key highlights and top-level metrics across modules |
| Router Graph |
Allows access to router traffic graphs and bandwidth visualization |
Ticket Management Module
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| Submodule |
Role Permissions |
| Tickets |
Create tickets, update tickets, view tickets, delete tickets, restore tickets |
| Ticket Actions |
Reopen tickets, close tickets, archive tickets, mark tickets as read |
| Recipients |
Add recipients, update recipients, delete recipients, view recipients |
User Management Module
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| Submodule |
Role Permissions |
| Partner Settings |
Create settings, update settings, view settings |
| Partners |
Add partners, update partners, delete partners, restore partners, manage balances |
| Assign Packages |
Assign packages, update assignments, remove assignments |
| Roles |
Create roles, update roles, delete roles, view roles |
| Users |
Create users, update users, delete users, restore users, switch accounts |
| Assign Router |
Assign routers, update assignments, remove assignments |
| Partner Packages |
Create packages, update packages, delete packages |
Administration Module
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| Submodule |
Role Permissions |
| Tariff Settings |
Create plans, update plans, delete plans, restore plans |
| Languages |
Add languages, update languages, delete languages, set default language |
| Currencies |
Manage currencies, set active currency |
| Locations |
Create locations, update locations, delete locations |
| Countries |
Manage countries, update country records |
Tariff Plans Module
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| Submodule |
Role Permissions |
| Internet Plans |
Create plans, update plans, delete plans, restore plans |
Finance Module
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| Submodule |
Role Permissions |
| Invoices |
Generate invoices, update invoices, delete invoices, restore invoices |
| Transactions |
Create transactions, update transactions, delete transactions |
| Credit Notes |
Create credit notes, update credit notes, delete credit notes |
| Payments |
Record payments, update payments, delete payments |
| Dashboard |
View financial reports |