Alt Radius CRM Documentation

Add User

Overview

ALT Radius has various built-in features for assigning roles to branch users. Whether the person is an admin, a senior partner, agents or a staff member, ISPs can easily manage each branch's data with the user management option. With a single software, users can be created with role-based permissions and a smart authentication process. 

Benefits of ALT Radius for User Management

  • All-in-one Dashboard: Manage every type of user from a single platform

  • Support Multi-tier Hierarchy: Dedicated assigned permissions for each role, easy management from Admin to agent-level retailer roles

  • Format Validation: Phone and Identity number checks

  • Security: Offers password and duplicate prevention 

User Section

A user is a person who is assigned a role. The person has limited access to the option that is defined for a particular role. A user could be a sales manager, support staff, admin, senior partner, partner, agents with limited permissions, etc
Predefined users in ALT Radius are

  • Salesteam

  • Support team

  • Sale manager

  • Support manager

  • Manager

  • Agent

  • Partner

  • Senior partner

  • admin

You can edit the user permission, but you can not delete the user. 

user list

Actions under the user section

  • Edit the user profile

  • Preview profile

  • Delete profile

  • Switch to the user account

Who can create what?

Admin/Staff permissions

Admin (the ISP branch manager) can create staff members, senior partner, partner, agents and users.

Admin’s Staff permissions

Staff can create a senior partner and partners based on given permissions. Staff can not create an admin. 

Partner Permissions

Creates further agents/partners and their own staff. 

Agents Permissions

Retailers can create their own staff members only. Not partners or any other type.

Add a new User

Within the portal, go to the managed user page. Then, further click on the user option to assign roles. Click on add option and fill in the required fields

Step 1: Fill the Required Fields

user creation form filling

Icon: Upload user profile picture

Name: User's original name, must be unique, and should not exist already. 

Username: The name used for login the Alt Radius and as a system entry

Identity: This is the national ID card number, which must be valid and unique for each user. 

Identity Document Number: Enter the identity number, whether it is a national ID card or any other document. 

Phone Number: Enter the user’s active contact information
Role: Enter the role of a person from already defined roles
Password: Carefully set the password; once set can not be reset. It should be a mix of letters, numbers and symbols

Email: Enter the user’s valid email. It must be unique

Step 2: Submit on Save

Click on the save button to create a user.

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