Alto configuration FAQs

Chris Horroll
Chris Horroll
  • Updated

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When you migrate from Jupix to Alto, you'll use our new self serve migration portal which offers a new-and improved migration experience.

We've compiled a list of frequently asked questions below that should hopefully answer any queries you have as you progress through your migration.

This article includes:

I don't have a unique email for each of my staff members?

Unlike Jupix, each Alto user must have their own unique login Email address. This is important as not only does it enable access to Alto on a daily basis, but Alto’s user authentication system requires a working, unique email address to ensure the privacy and security of their Alto account.

We understand that not everyone will have their own email addresses, but each user will need to add an address that they can access the inbox of, to enable them to verify (once) and receive and action authentication requests, as well as password update information. In addition, Alto records change logs to help ensure the security of accounts. Having one Email per user enables Alto to know who did what and when.

 Note

Whilst it's not possible to use the same email address for all users, what you can do is create unique email addresses for all users by adding "+1" "+2" etc, to the end of a shared email address. For example, sales+8@zxyestate.co.uk.

This satisfies Alto’s need for unique, working email addresses to log in, whilst ensuring all emails sent land in your preferred central inbox.

If you have further queries regarding this, click Help in the bottom corner to contact Support and we will assist you.

I would like my staff to share their Alto logins, is this possible?

Unlike Jupix, each Alto user must have their own unique login Email address, rather than sharing one. This is important as not only does it enable access to Alto on a daily basis, but Alto’s user authentication system requires a working, unique email address to ensure the privacy and security of their Alto account.

 Note

Whilst it's not possible to use the same email address for all users and share Alto logins, what you can do is create unique email addresses for all users by adding "+1" "+2" etc, to the end of a shared email address. For example, sales+8@zxyestate.co.uk.

This satisfies Alto’s need for unique, working email addresses to log in, whilst ensuring all emails sent land in your preferred central inbox.

If you have further queries regarding this, click Help in the bottom corner to contact Support and we will assist you.

My Alto account information is incorrect, how do I make changes?

The information regarding your Alto configuration will have been taken from your Jupix account. It'll be broken down into Your companies, Your branches and Your users for you to review.

Our Support team can assist in making changes to your company and branch information, if required, but for any changes to your users' information, you can amend this yourself before proceeding.

 Note

It's your responsibility to make sure all this information is correct before migrating to Alto

I would like to add another company - Is this possible?

Our Support team can assist in adding an additional company to your group, if required, after the data migration has taken place.

Click Help in the bottom corner to contact Support and we will assist you. As a minimum, you'll need to supply the Company Name, the Company Number, and the VAT Registration Number (if applicable).

How do I add/remove a branch?

Our Support team can assist in adding/removing branches to your group, if required, after the data migration has taken place.

Click Help in the bottom corner to contact Support and we will assist you with the branch setup once you're up and running. As a minimum, you'll need to supply the Branch Name, Postcode, Branch Type (residential sales, residential lettings), Company Name, Brand Name and specify if the branch is the Primary branch, or just a new branch.

 Note

For any new user that is to be associated with a new branch, they should be added and assigned to an existing branch for the purpose of completing the migration. Once you're up and running with Alto, they can be re-assigned to the new branch

I would like to delete a user - How do I do this?

Users in Alto are the individuals who log into and use the Alto platform.

Due to your subscription fee being directly linked to how many users you have, you cannot delete users yourself via the migration portal, you can only amend their information. However, deleting users is something our Support team can assist with, if required.

If you've made any changes to Your users, i.e. their Name or Email, ensure you've saved them. Then, click Help in the bottom corner to contact Support and we will assist you. 

 Note

Please be aware that reducing your user numbers may increase the cost per user, resulting in you paying more for the Alto service. Our Support team will confirm this though if there's an increase when they're assisting you

I don't have a VAT number/My VAT number isn't showing?

Within Your companies, your company/companies will have their VAT number listed if it was entered within your Jupix account.

If your VAT number isn't listed and needs adding, or if it needs amending, click Help in the bottom corner to contact Support and we will assist you. As a minimum, you'll need to supply the new/amended VAT registration number, and once provided, Support can action this request quickly and have the Your companies section updated.

What does 'Brand' mean?

Within Alto, each of Your branches can have a default Brand assigned to them. This enables you to have different branches operating under different brands, if required. 

Each Brand in Alto enables you to store a variety of branding imagery to use for marketing, letters, brochures and other templates, i.e. unique brand stationery.

I would like to add another Brand, is this possible?

Our Support team can assist in adding an additional brand to your group, if required.

Click Help in the bottom corner to contact Support and we will assist you.

What are the assigned roles within Alto?

Within Your users, each user will have a Role assigned to them. This Role is determined based on the role the user held within Jupix.
For more information on each individual Role and the access each provides, click here.

If you would like to edit any of Your users, click the pencil icon to the right of the relevant users row. You can then edit the users Role, in addition to their other details. Click the tick icon to confirm. 

If you have further queries regarding assigning users the appropriate roles, click Help in the bottom corner to contact Support and we will assist you.

What is an Accounts User?

The Property Management and Accounts permissions within Alto are chargeable and require a Property Management licence for each user who needs them. Enabling Property Management activates the lettings side of Alto, whilst also giving users access to the Accounts functions within Property Management.

An Accounts user has access to the full Alto Accounts functionality. This includes the Accounts tab on the main toolbar for Opening Balances, Bank Reconciliation and Processing Payments. They'll be able to make payments, refund or receipt payments, and will also have access to all and anything financial on the Property Management Dashboard, i.e. the Landlords/Suppliers to Pay widgets.

Typically, these users are assigned the Property Manager with Accounts Role.
For more information on this Role and its access, click here

I would like to replace a user with another - How will this affect my billing?

Users in Alto are the individuals who log into and use the Alto platform. Your subscription fee is directly linked to how many users you have.

If you're replacing one user for another like for like, there will be no change to your billing.

However, if you're replacing one user with another and assigning them a different Role, there may be an increase to your subscription if it requires an additional license, i.e. needing a Property Management license.

We would advise you click Help in the bottom corner to contact Support in the first instance as they can provide billing clarification based on your group requirements.

Why do the users have red boxes around them?

Within Your users, if there's a red box outline around any of your users, this indicates that there are details missing from them.

Click the pencil icon to the right of the relevant users row to add or select details that are missing, then click the tick icon to confirm.

If you have further queries regarding this, click Help in the bottom corner to contact Support and we will assist you.

I cant click continue - Its greyed out. What do I do?

Please ensure all the information is correct before proceeding.

If you've made any changes to your users' information within Your users, please ensure you have clicked the tick icon to confirm these amendments.

If you have further queries regarding this, click Help in the bottom corner to contact Support and we will assist you.