Administrator Portal
The Administrator Portal is the central hub for system configuration and user management. Only users with the Admin role can access these functions.
Access and Navigation
Section titled “Access and Navigation”The main menu of the Administrator Portal contains the following options:
- Users
- Branches
- Modules
- Licenses
- Settings
1. User Management
Section titled “1. User Management”Overview
Section titled “Overview”The Users section allows administrators to manage all system user accounts, assign roles, and control permissions across the organization.
User Roles
Section titled “User Roles”- Admin: Full system access; manages configuration, users, branches, and permissions.
- Agent: Field sales personnel; access restricted to creating and checking client applications via mobile app or WhatsApp chatbot.
- User: Back-office personnel; access to Stock and Loan modules based on permissions assigned by Admin.
Creating a New User
Section titled “Creating a New User”- Navigate to Users > Add New User
- Enter user details: Full Name, Email Address, Phone Number, Username
- Assign role: Admin, Agent, or User
- Select branch(es) the user will be associated with
- Set initial password or send activation email
- Click Save
Managing Permissions
Section titled “Managing Permissions”Permissions define what features and modules each user can access. To configure permissions:
- Select a user from the Users list
- Click Edit Permissions
- Review available modules and features
- Check boxes for features the user should access
- Click Save
2. Branch Management
Section titled “2. Branch Management”Overview
Section titled “Overview”ALPHA supports a hierarchical branch structure to accommodate geographically distributed operations. The system allows creation of a main branch with sub-branches underneath.
Branch Hierarchy
Section titled “Branch Hierarchy”Branches are organized by location and can be nested up to multiple levels. Each branch is identified by a unique code. For example:
- Main Branch (Code: HQ)
- Gweru Branch (Code: GW)
- Kariba Branch (Code: KB)
Creating a New Branch
Section titled “Creating a New Branch”- Navigate to Branches
- Click Add New Branch
- Enter Branch Name (e.g., Gweru)
- Enter Branch Code (e.g., GW) - must be unique
- Select Parent Branch (if this is a sub-branch)
- Click Save
Assigning Users to Branches
Section titled “Assigning Users to Branches”When creating or editing a user, assign them to one or more branches. Users can only see data and perform actions within their assigned branches.
3. Modules Management
Section titled “3. Modules Management”Overview
Section titled “Overview”The Modules section allows administrators to enable or disable specific system modules for your organization. This controls which features are available across the system.
Available Modules
Section titled “Available Modules”- Stock Module: Inventory management, batch creation, agent assignment, stock transfers
- Loan Module: Loan processing, partner management, client records, disbursement
4. Licenses
Section titled “4. Licenses”The Licenses section displays your current ALPHA subscription details, including active dates and available features. Contact ARSOC support for license updates or modifications.
5. Settings
Section titled “5. Settings”System Configuration
Section titled “System Configuration”The Settings area contains global system configuration options used across both the Stock and Loan modules.
Font Colour
Section titled “Font Colour”Select between white and black font for system-wide text rendering.