Role and Permissions

This part is for larger organization, who wants to manage the installers at Alpha Partner app. Generate different account for individuals, and give different permission to different roles

If you have a small installation company or work alone, you can skip this part.

Setting Roles on the Partner Portal

If you are the administrator of the organization, you can go to Partner Portal (https://partner.alphaess.com), select Role Management, click 'Add Role' to custom create roles such as Technical Engineer and Messenger. Assign different permissions to these roles based on their functions. You can also customize different roles and permissions according to your needs.

In the Member Management section, click on 'View details' next to a member to enter Member Details. Click on 'Set Role' to assign roles and allocate permissions to members within the organization.

Setting Roles on the Partner APP

Click on 'Members,' then enter 'Member Info' where you can click on the object to whom you need to assign a role, and then proceed to 'Edit profile'.

Click on 'Role' to assign roles. You can set roles and allocate permissions to members within the organization. A single member can have multiple roles. Click 'OK' to confirm and complete the role assignment for the member.