How to add staff, give them a role and top up their balance

Who does this
ISP administrator (the Owner and super admins can do the same inside any ISP they open)
Permission
Staff users (staff), Roles and permissions (roles); topping up a staff balance needs the administrator level or above
Roles in the demo ISP. A new ISP starts with the six default roles.
Roles in the demo ISP. A new ISP starts with the six default roles.

Steps

  1. Open Staff → Staff and click Add staff.

    The Roles menu group holds Roles and Customer roles.

  2. Pick the login's Access: Pick a role (one of the ISP's roles) or Full access (administrator).

    Full access (administrator) is offered only to ISP administrators and above; the list shows only roles you may give.

  3. Enter Username, Full name, Mobile, Email, CNIC, an optional Branch, and the Password (not shown after saving).

    Keep Can sign in on. Staff in a branch see only its subscribers and cash.

  4. Click Add user (the submit button of the Add staff popup). To add or edit roles open Roles → Roles: Add role, Add partner role, and Add the default roles to add any missing presets.

    Each role row has Permissions, Rename, Delete (if people hold it, a popup moves them to another role first), Create staff with this role and Copy.

  5. Before a new staff login can renew subscribers, top up their staff balance: open the staff login, find the Balance card, click Top up balance, choose What to do = Top up balance (or Take back (correction)), enter Amount and a Note, and click Save.

    The balance history lists top-ups, corrections, renewals and refusals. A staff login opens its own balance read-only from My profile.

set-users
set-users

What saRa does

The login can sign in with only what its role lists. The default roles every new ISP starts with are listed below. Every renewal by hand takes the whole bill off the staff balance; with too little balance the renewal is refused until an administrator tops it up.

Good to know

  • Admin ladder: Owner (rank 4) > super admin (3) > ISP administrator (2) > staff (1) > partner logins (0). Nobody changes a login of their own rank or above, except that an ISP administrator may add, switch off or delete other administrators of their own ISP (never a super admin or Owner). Super admins and the Owner are made on the platform only.
  • A peer administrator's mobile, email, branch, password, 2-step sign-in and sign-in addresses can be changed only by a super admin or the Owner.
  • Default roles (each can be renamed, changed or deleted; none holds staff, role, ISP settings or delete rights): Manager (everything except staff logins, roles, ISP settings and deleting); Accountant (payments, invoices, cash book and expenses, salaries, money reports); Recovery officer (find subscribers, take payments, renew, receipts); Support (subscribers, sessions, complaints, chat, MAC reset, no money); Technician (complaints, fibre and stock, subscriber and router status); Counter staff (add subscribers, renew, take payments, print invoices).
  • Role names that look like a level (super admin, owner, ISP admin, administrator) are refused.
  • Administrators have no staff balance and are never limited; super admins can also set up 2-step sign-in; Settings → Security holds the ISP's sign-in rule.