Search Knowledge Base Articles

Find answers to your questions quickly

How To Enable/Disable 2FA For A Trader

Published: 2024-08-08 17:50:49

143 Views

Training and Educational Resources

IN THE CRM

1. Go to "Manager Platform" in the menu on the left side of the page.

2. Choose the "Users" tab.

3. Press on "View" in the user's name.

4. Head over to "Summary" in the left column and press the "Settings" tab.

5. Toggle the "2FA" on or off to your preference and press "Submit" to save the changes.

How to set up staff permissions

IN THE CRM Invoices View (Global) – All invoices. View (Own) – Only invoices...
Whatsapp Integration

IN TWILIO Note: There is no support available without having facebook business approved accoun...
How To Copy An Invoice

IN THE CRM 1. Click on the "Sales" button in the left menu and select "Invoices" from the dropdown ...
How To Change A Language on the Platform?

How To Change A Language on the Platform? ON THE CRM 1. Go to your profile - the orange circle on...
How To Add A New Filter To Leads?

IN THE CRM 1. Go to "Setup" at the bottom right part of the settings panel. 2. Choose "Custom ...