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Popular Articles

How to Create a New Affiliate?

Related: How to Check the API Logs? · How to Set Up Delayed API Convert? · How the Affiliate Management module works? T...

How To Add Balance To An Account

IN THE CRM Way 1 1. Go to "Manager Platform" in the menu on the left side of the page. 2. Choose the "Users" t...

How To Enable / Disable Margin

IN THE CRM 1. Go to "Manager Platform" in the menu on the left side of the page. 2. Choose the "Users" tab. ...

How To Configure The Mailbox In The CRM

IN THE CRM Configuring Global Email Settings for the CRM 1. Go to "Setup" in the left menu. 2. Inside "Setup" go t...

Setting up roles

Understanding and Setting Up Roles ON THE CRM What Are Roles? Roles are a fundamental security and organizational featur...

Recent Articles

How to Set Up SMS Proivder?

How to Set Up SMS Proivder? IN THE CRM 1. Go to "Setups" tab in the menu. 2. Follow up to "Settings". 3. Choose "...

2026-10-08 13:36:49

How to Save the Last Filter?

How to Save the Last Filter? When enabled, each staff member’s last filters on the Customers/Traders and Leads lis...

2026-10-08 13:30:39

How to Restrict Number of Pending Withdrawals?

How to Restrict Number of Pending Withdrawals? IN THE CRM 1. Go to "Setups" tab in the menu. 2. Press on "Admin plat...

2026-10-08 13:26:03

How to Download Trader's History?

How to Download Trader's History? IN THE CRM 1. Go to "Manager Platform"-> "Security"-> "Users" 2. Choose the ...

2026-10-08 13:18:33

How to Set a Default Role for the Agents' Creation?

How to Set a Default Role for the Agents' Creation?  IN THE CRM 1. Go to "Setups" tab in the menu. 2. Press on ...

2026-09-23 12:26:59

General CRM

General documentation and guides

102 articles View All

General Platform

7 articles View All

Basics

9 articles View All

Training and Educational Resources

Are there tutorials or training materials available for new users? Where can I find documentation o...

43 articles View All

CRM Integration

How do I integrate affiliates with Nanza CRM? What data is synchronized between the fintech solutio...

4 articles View All

Lead manager

General Lead manager and guides

1 articles View All

Exchanges

Here you will find an overview of exchange specific information including how to format the coin pai...

1 articles View All

API Docs

REST API: Available commands documentation & examples

3 articles View All

Communication

1 articles View All

Logistics

2 articles View All

Change Log

8 articles View All