Search Knowledge Base Articles

Find answers to your questions quickly

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

Published: 2026-09-23 12:26:59

IN THE CRM

1. Go to "Setups" tab in the menu.

2. Press on "Settings".

4. Choose "Misc" in "System & Core".

5. In the "Default Staff Role" choose the required one.

6. Press on "Save Settings" to remember your choice.

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. ...
How To Activate Stocks?

How To Activate Stocks? IN THE CRM 1. Go to "Setup". 2. Expand the "Admin platform" in the lef...
How To Enable / Disable Margin

IN THE CRM 1. Go to "Manager Platform" in the menu on the left side of the page. 2. Choos...
How To Add Default Asset Pairs

How To Add Default Asset Pairs? IN THE CRM 1. Go to the "Admin platform" in the left menu and sel...
How To Add A New Method For Balance Operations

How To Add A New Method For Balance Operations? IN THE CRM 1. Go to the "Admin platform" in the l...