Search Knowledge Base Articles

Search for articles, guides, and helpful information

Multiplatform sources functionality

Published: 2025-09-16 15:56:27

55 Views

Basics

IN THE CRM

Setup-> Multi platform-> Source mapping
On this page you will be able to choose the platform where the trading account is created
In the case if there is nothing in the field in the Platform field, the default platform will be chosen.

Changing Default Platform

You can find where to change the default platform here:
Setup->Multi Platform->Manage Platform Options->Set as Default

How to filter by Brand

Leads-> Brand
What's the difference between the "Lead Source" and "Brand" filters?
Filtering by "Lead Source": will allow you to choose the Lead Source on current CRM.
Filtering by "Brand" will show you leads with sources related to the platform.

For example, if Source1 and Source2 are connected to Platform1, filtering by brand Platform1 will show all leads with Source1 and Source2.
This is useful for users who may not know or remember which source is connected to which brand.

API management

API-> API management
The functionality stays the same, the API will be still defined by the source, which will be defined by the selected platform.

Choosing the source from your website

Setup-> Leads-> Web to lead-> Registration-> General-> Source (Choose the source) -> Submit
This will ensure that the settings for one platform were set. This particular source (e.g "Google") will be sent to Platform 1.

Choosing proper platform for the redirect from the website

The proper platform can be chosen in:
Setup-> Leads-> Web to lead-> Registration-> General-> Submission-> Redirect to another website-> Website URL-> Insert your platform URL-> Submit

To allow another source being attached to another Platform 2, ensure to save the previous source as was described above. Then repeat the action, choosing new source, submitting, and then inserting another app URL.

Did you find this article useful?

50.0% found_this_helpful

2 Votes

What is Nanza Aggregator

What is Nanza Aggregator? Nanza Aggregator is an all-in-one platform designed to streamline and enha...
Get Started with Nanza

In this article, we'll explain how you can start with Nanza.We'll cover everything you need to know ...
Setting up roles

Understanding and Setting Up Roles ON THE CRM What Are Roles? Roles are a fundamental security and o...
What is Nanza Shield?

Nanza Shield is incredibly easy to use and can be customized to meet your specific security needs.Ou...
Basic platform settings

ON THE PLATFORM How to open a trade? 1. Press the "+" button at the top. 2. Enter the asset y...

Queries

0.0115

db:crm_podcator SELECT `name`, `value` FROM `tbloptions` WHERE `autoload` = 1

0.0001

db:crm_podcator SELECT * FROM `tblmigrations` LIMIT 1

0.0004

db:crm_podcator SELECT * FROM `tblmodules`

0.0001

db:crm_podcator SELECT COUNT(*) AS `numrows` FROM `tblstaff` WHERE `admin` = 1 AND `staffid` = 0

0.0001

db:crm_podcator SELECT * FROM `tblstaff_permissions` WHERE `staff_id` = 0

0.0002

db:crm_podcator SELECT COUNT(*) AS `numrows` FROM `tblemailtemplates` WHERE `slug` = 'unrecognized-login-detected'

0.0001

db:crm_podcator SELECT COUNT(*) AS `numrows` FROM `tblemailtemplates` WHERE `slug` = 'unrecognized-login-detected-to-admin'

0.0000

db:crm_podcator SELECT COUNT(*) AS `numrows` FROM `tblemailtemplates` WHERE `slug` = 'multiple-failed-login-attempts'

0.0001

db:crm_podcator SELECT * FROM `tblmigrations` LIMIT 1

0.0204

db:crm_podcator SHOW TABLES FROM `crm_podcator`

0.0003

db:crm_podcator SELECT COUNT(*) AS `numrows` FROM `tbloptions` WHERE `name` = 'kb_hierarchical_groups_enabled'

0.0001

db:crm_podcator SELECT COUNT(*) AS `numrows` FROM `tbloptions` WHERE `name` = 'kb_groups_hierarchy'

0.0010

db:crm_podcator SELECT * FROM `tbldepartments` WHERE `hidefromclient` = 0

0.0018

db:crm_podcator SELECT * FROM `tbltickets_priorities`

0.0001

db:crm_podcator SELECT * FROM `tbltickets_status` ORDER BY `statusorder` ASC

0.0003

db:crm_podcator SELECT * FROM `tblcurrencies`

0.0013

db:crm_podcator SELECT `slug`, `articleid`, `articlegroup`, `subject`, `tblknowledge_base`.`description`, `tblknowledge_base`.`active` as `active_article`, `tblknowledge_base`.`datecreated`, `tblknowledge_base_groups`.`active` as `active_group`, `name` as `group_name`, `group_slug`, `staff_article` FROM `tblknowledge_base` LEFT JOIN `tblknowledge_base_groups` ON `tblknowledge_base_groups`.`groupid` = `tblknowledge_base`.`articlegroup` WHERE `slug` = 'multiplatform-sources-functionality' ORDER BY `article_order` ASC

0.0002

db:crm_podcator SELECT `articlegroup` FROM `tblknowledge_base` WHERE `articleid` = '352'

0.0014

db:crm_podcator SELECT * FROM `tblknowledge_base` WHERE `articlegroup` = '2' AND `articleid` != '352' AND `active` = 1 AND `staff_article` = 0 LIMIT 5

0.0334

db:crm_podcator SELECT * FROM `tblviews_tracking` WHERE `rel_id` = '352' AND `rel_type` = 'kb_article' ORDER BY `date` DESC

0.0001

db:crm_podcator SELECT COUNT(*) AS `numrows` FROM `tblknowedge_base_article_feedback` WHERE `articleid` = '352'

0.0003

db:crm_podcator SELECT COUNT(*) AS `numrows` FROM `tblknowedge_base_article_feedback` WHERE `articleid` = '352' AND `answer` = 1

0.0000

db:crm_podcator SELECT COUNT(*) AS `numrows` FROM `tblknowedge_base_article_feedback` WHERE `articleid` = '352' AND `answer` = 0

0.0008

db:crm_podcator SELECT * FROM `tblviews_tracking` WHERE `rel_id` = '352' AND `rel_type` = 'kb_article' ORDER BY `id` DESC LIMIT 1

0.0019

db:crm_podcator INSERT INTO `tblviews_tracking` (`rel_id`, `rel_type`, `date`, `view_ip`) VALUES ('352', 'kb_article', '2026-01-07 09:58:07', '216.73.216.105')

0.0760

Total Query Execution Time

Array ( [0] => Array ( [departmentid] => 1 [name] => Compliance [imap_username] => admin@gaptrade.io [email] => Compliance@gaptrade.io [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [1] => Array ( [departmentid] => 3 [name] => Conversion [imap_username] => admin@cryptonanza.com [email] => [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [2] => Array ( [departmentid] => 4 [name] => Retention [imap_username] => [email] => [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [3] => Array ( [departmentid] => 8 [name] => michaelg [imap_username] => michaelg@michaelg.com [email] => admin@crypton1123anza.com [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [4] => Array ( [departmentid] => 14 [name] => [imap_username] => victoria@gmail.com [email] => [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [5] => Array ( [departmentid] => 23 [name] => [imap_username] => victoria@gmail.com [email] => [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) )

Array ( [0] => Array ( [priorityid] => 1 [name] => Low ) [1] => Array ( [priorityid] => 2 [name] => Medium ) [2] => Array ( [priorityid] => 3 [name] => High ) )

Array ( [0] => Array ( [ticketstatusid] => 1 [name] => Open [isdefault] => 1 [statuscolor] => #ff2d42 [statusorder] => 1 ) [1] => Array ( [ticketstatusid] => 2 [name] => In progress [isdefault] => 1 [statuscolor] => #84c529 [statusorder] => 2 ) [2] => Array ( [ticketstatusid] => 3 [name] => Answered [isdefault] => 1 [statuscolor] => #0000ff [statusorder] => 3 ) [3] => Array ( [ticketstatusid] => 4 [name] => On Hold [isdefault] => 1 [statuscolor] => #c0c0c0 [statusorder] => 4 ) [4] => Array ( [ticketstatusid] => 5 [name] => Closed [isdefault] => 1 [statuscolor] => #03a9f4 [statusorder] => 5 ) )

Array ( [0] => Array ( [id] => 1 [symbol] => $ [name] => USD [decimal_separator] => . [thousand_separator] => , [placement] => before [isdefault] => 1 ) [1] => Array ( [id] => 3 [symbol] => $ [name] => AUD [decimal_separator] => . [thousand_separator] => , [placement] => before [isdefault] => 0 ) [2] => Array ( [id] => 4 [symbol] => (BIDR) [name] => BIDR [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [3] => Array ( [id] => 5 [symbol] => (USDT) [name] => USDT [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [4] => Array ( [id] => 6 [symbol] => (BTC) [name] => BTC [decimal_separator] => . [thousand_separator] => [placement] => before [isdefault] => 0 ) [5] => Array ( [id] => 7 [symbol] => (ETH) [name] => ETH [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [6] => Array ( [id] => 8 [symbol] => (XRP) [name] => XRP [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [7] => Array ( [id] => 9 [symbol] => (GBP) [name] => GBP [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [8] => Array ( [id] => 10 [symbol] => (EUR) [name] => EUR [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [9] => Array ( [id] => 11 [symbol] => (SOL) [name] => SOL [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [10] => Array ( [id] => 12 [symbol] => (ZAR) [name] => ZAR [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) )

Array ( [knowledge-base] => Array ( [slug] => knowledge-base [name] => Knowledge Base [href] => https://crm.podcator.com/knowledge-base [position] => 5 [icon] => [children] => Array ( ) ) [register] => Array ( [slug] => register [name] => Register [href] => https://crm.podcator.com/authentication/register [position] => 99 [icon] => [children] => Array ( ) ) [login] => Array ( [slug] => login [name] => Login [href] => https://crm.podcator.com/authentication/login [position] => 100 [icon] => far fa-user [children] => Array ( ) ) )

stdClass Object ( [slug] => multiplatform-sources-functionality [articleid] => 352 [articlegroup] => 2 [subject] => Multiplatform sources functionality [description] => Multiplatform sources functionality IN THE CRM Setup-> Multi platform-> Source mapping On this page you will be able to choose the platform where the trading account is created In the case if there is nothing in the field in the Platform field, the default platform will be chosen. <img src="https://crm.podcator.com/media/a/victor-support/250917-174436.png" alt=""><img src="https://crm.podcator.com/media/victor-support/250917-174436.png" width="312" height="202" alt="" style="display:block;margin-left:auto;margin-right:auto;"> Changing Default Platform You can find where to change the default platform here: Setup->Multi Platform->Manage Platform Options->Set as Default <img src="https://crm.podcator.com/media/victor-support/250918-121959.png" width="960" height="429" alt=""> How to filter by Brand Leads-> Brand What's the difference between the "Lead Source" and "Brand" filters? Filtering by "Lead Source": will allow you to choose the Lead Source on current CRM. Filtering by "Brand" will show you leads with sources related to the platform. For example, if Source1 and Source2 are connected to Platform1, filtering by brand Platform1 will show all leads with Source1 and Source2. This is useful for users who may not know or remember which source is connected to which brand. <img src="https://crm.podcator.com/media/victor-support/250917-174847.png" width="913" height="312" alt=""> API management API-> API management The functionality stays the same, the API will be still defined by the source, which will be defined by the selected platform. Choosing the source from your website Setup-> Leads-> Web to lead-> Registration-> General-> Source (Choose the source) -> Submit This will ensure that the settings for one platform were set. This particular source (e.g "Google") will be sent to Platform 1. <img src="https://crm.podcator.com/media/victor-support/250918-105543.png" width="893" height="456" alt="" style="display:block;margin-left:auto;margin-right:auto;"> Choosing proper platform for the redirect from the website The proper platform can be chosen in: Setup-> Leads-> Web to lead-> Registration-> General-> Submission-> Redirect to another website-> Website URL-> Insert your platform URL-> Submit <img src="https://crm.podcator.com/media/victor-support/250918-105717.png" width="904" height="404" alt="" style="display:block;margin-left:auto;margin-right:auto;"> To allow another source being attached to another Platform 2, ensure to save the previous source as was described above. Then repeat the action, choosing new source, submitting, and then inserting another app URL. [active_article] => 1 [datecreated] => 2025-09-16 15:56:27 [active_group] => 1 [group_name] => Basics [group_slug] => basics [staff_article] => 0 )

Array ( [0] => Array ( [label] => Knowledge Base [url] => https://crm.podcator.com/knowledge-base ) [1] => Array ( [label] => Basics [url] => https://crm.podcator.com/knowledge-base/category/basics ) [2] => Array ( [label] => Multiplatform sources functionality ) )

<!DOCTYPE html> <html lang="en"> <head> <meta charset="utf-8"> <meta http-equiv="X-UA-Compatible" content="IE=edge"> <meta name="viewport" content="width=device-width, initial-scale=1.0" /> <title>Multiplatform sources functionality</title> <link rel="stylesheet" type="text/css" id="reset-css" href="https://crm.podcator.com/assets/css/reset.min.css?v=1767779887"> <link rel="stylesheet" type="text/css" id="bootstrap-css" href="https://crm.podcator.com/assets/plugins/bootstrap/css/bootstrap.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="inter-font" href="https://crm.podcator.com/assets/plugins/inter/inter.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="datatables-css" href="https://crm.podcator.com/assets/plugins/datatables/datatables.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-css" href="https://crm.podcator.com/assets/plugins/font-awesome/css/fontawesome.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-brands" href="https://crm.podcator.com/assets/plugins/font-awesome/css/brands.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-solid" href="https://crm.podcator.com/assets/plugins/font-awesome/css/solid.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-regular" href="https://crm.podcator.com/assets/plugins/font-awesome/css/regular.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="datetimepicker-css" href="https://crm.podcator.com/assets/plugins/datetimepicker/jquery.datetimepicker.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="bootstrap-select-css" href="https://crm.podcator.com/assets/plugins/bootstrap-select/css/bootstrap-select.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="lightbox-css" href="https://crm.podcator.com/assets/plugins/lightbox/css/lightbox.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="colorpicker-css" href="https://crm.podcator.com/assets/plugins/bootstrap-colorpicker/css/bootstrap-colorpicker.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="tailwind-css" href="https://crm.podcator.com/assets/builds/tailwind.css?v=1767779887"> <link rel="stylesheet" type="text/css" id="theme-css" href="https://crm.podcator.com/assets/themes/perfex/css/style.min.css?v=1767779887"> <script src="https://crm.podcator.com/assets/plugins/jquery/jquery.min.js"></script> <link href="https://crm.podcator.com/assets/css/custom.css" rel="stylesheet" type="text/css" id="custom-css"> <script> if (typeof(jQuery) === 'undefined' && !window.deferAfterjQueryLoaded) { window.deferAfterjQueryLoaded = []; Object.defineProperty(window, "$", { set: function(value) { window.setTimeout(function() { $.each(window.deferAfterjQueryLoaded, function(index, fn) { fn(); }); }, 0); Object.defineProperty(window, "$", { value: value }); }, configurable: true }); } var csrfData = {"formatted":{"csrf_token_name":"56f8cb0ea547517ee469c0d53334e55e"},"token_name":"csrf_token_name","hash":"56f8cb0ea547517ee469c0d53334e55e"}; if (typeof(jQuery) == 'undefined') { window.deferAfterjQueryLoaded.push(function() { csrf_jquery_ajax_setup(); }); window.addEventListener('load', function() { csrf_jquery_ajax_setup(); }, true); } else { csrf_jquery_ajax_setup(); } function csrf_jquery_ajax_setup() { $.ajaxSetup({ data: csrfData.formatted }); $(document).ajaxError(function(event, request, settings) { if (request.status === 419) { alert_float('warning', 'Page expired, refresh the page make an action.') } }); } </script> <script> function custom_fields_hyperlink() { var cf_hyperlink = $('body').find('.cf-hyperlink'); if (cf_hyperlink.length) { $.each(cf_hyperlink, function() { var cfh_wrapper = $(this); if (!cfh_wrapper.hasClass('cfh-initialized')) { var cfh_field_to = cfh_wrapper.attr('data-fieldto'); var cfh_field_id = cfh_wrapper.attr('data-field-id'); var textEl = $('body').find('#custom_fields_' + cfh_field_to + '_' + cfh_field_id + '_popover'); var hiddenField = $("#custom_fields\[" + cfh_field_to + "\]\[" + cfh_field_id + "\]"); var cfh_value = cfh_wrapper.attr('data-value'); hiddenField.val(cfh_value); if ($(hiddenField.val()).html() != '') { textEl.html($(hiddenField.val()).html()); } var cfh_field_name = cfh_wrapper.attr('data-field-name'); textEl.popover({ html: true, trigger: "manual", placement: "top", title: cfh_field_name, content: function() { return $(cfh_popover_templates[cfh_field_id]).html(); } }).on("click", function(e) { var $popup = $(this); $popup.popover("toggle"); var titleField = $("#custom_fields_" + cfh_field_to + "_" + cfh_field_id + "_title"); var urlField = $("#custom_fields_" + cfh_field_to + "_" + cfh_field_id + "_link"); var ttl = $(hiddenField.val()).html(); var cfUrl = $(hiddenField.val()).attr("href"); if (cfUrl) { $('#cf_hyperlink_open_' + cfh_field_id).attr('href', (cfUrl.indexOf('://') === - 1 ? 'http://' + cfUrl : cfUrl)); } titleField.val(ttl); urlField.val(cfUrl); $("#custom_fields_" + cfh_field_to + "_" + cfh_field_id + "_btn-save").click( function() { hiddenField.val((urlField.val() != '' ? '<a href="' + urlField.val() + '" target="_blank">' + (titleField.val() != "" ? titleField .val() : urlField.val()) + '</a>' : '')); textEl.html(titleField.val() !== "" ? titleField.val() : (urlField .val() != '' ? urlField.val() : "Click here to add link")); $popup.popover("toggle"); }); $("#custom_fields_" + cfh_field_to + "_" + cfh_field_id + "_btn-cancel").click( function() { if (urlField.val() == '') { hiddenField.val(''); } $popup.popover("toggle"); }); }); cfh_wrapper.addClass('cfh-initialized') } }); } } </script> <script> var site_url = 'https://crm.podcator.com/', app = {}, cfh_popover_templates = {}; app.isRTL = 'false'; app.is_mobile = ''; app.months_json = '["January","February","March","April","May","June","July","August","September","October","November","December"]'; app.browser = "mozilla"; app.max_php_ini_upload_size_bytes = "20971520"; app.locale = "en"; app.options = { calendar_events_limit: "4", calendar_first_day: "1", tables_pagination_limit: "25", enable_google_picker: "1", google_client_id: "471538130205-fjsjsfvg2ocjdrnv60nhrunfolik40te.apps.googleusercontent.com", google_api: "AIzaSyDlvedqWC6b6PsxD3t01eia53UI2IisyaE", default_view_calendar: "dayGridWeek", timezone: "Europe/London", allowed_files: ".png,.jpg,.pdf,.doc,.docx,.xls,.xlsx,.zip,.rar,.txt,.jfif,.webm,.webp,.mp4", date_format: "Y-m-d", time_format: "24", }; app.lang = { file_exceeds_maxfile_size_in_form: "The uploaded file exceeds the MAX_FILE_SIZE directive that was specified in the HTML form" + ' (20 MB)', file_exceeds_max_filesize: "The uploaded file exceeds the upload_max_filesize directive in php.ini" + ' (20 MB)', validation_extension_not_allowed: "File extension not allowed", sign_document_validation: "Please sign the document.", dt_length_menu_all: "All", drop_files_here_to_upload: "Drop files here to upload", browser_not_support_drag_and_drop: "Your browser does not support drag'n'drop file uploads", confirm_action_prompt: "Are you sure you want to perform this action?", datatables: {"emptyTable":"No entries found","info":"Showing _START_ to _END_ of _TOTAL_ entries","infoEmpty":"Showing 0 to 0 of 0 entries","infoFiltered":"(filtered from _MAX_ total entries)","lengthMenu":"_MENU_","loadingRecords":"Loading...","search":"<div class="input-group">","searchPlaceholder":"Search...","zeroRecords":"No matching records found","paginate":{"first":"First","last":"Last","next":"Next","previous":"Previous"},"aria":{"sortAscending":" activate to sort column ascending","sortDescending":" activate to sort column descending"}}, discussions_lang: {"discussion_add_comment":"Add comment","discussion_newest":"Newest","discussion_oldest":"Oldest","discussion_attachments":"Attachments","discussion_send":"Send","discussion_reply":"Answer","discussion_edit":"Edit","discussion_edited":"Modified","discussion_you":"You","discussion_save":"Save","discussion_delete":"Delete","discussion_view_all_replies":"Show all replies","discussion_hide_replies":"Hide replies","discussion_no_comments":"No comments","discussion_no_attachments":"No attachments","discussion_attachments_drop":"Drag and drop to upload file"}, }; window.addEventListener('load', function() { custom_fields_hyperlink(); }); </script> <script> /** * @deprecated 2.3.2 * Do not use any of these below as will be removed in future updates. */ var isRTL = 'false'; var calendar_events_limit = "4"; var maximum_allowed_ticket_attachments = "4"; var max_php_ini_upload_size_bytes = "20971520"; var file_exceeds_maxfile_size_in_form = "The uploaded file exceeds the MAX_FILE_SIZE directive that was specified in the HTML form" + ' (20 MB)'; var file_exceeds_max_filesize = "The uploaded file exceeds the upload_max_filesize directive in php.ini" + ' (20 MB)'; var validation_extension_not_allowed = "File extension not allowed"; var sign_document_validation = "Please sign the document."; var dt_length_menu_all = "All"; var drop_files_here_to_upload = "Drop files here to upload"; var browser_not_support_drag_and_drop = "Your browser does not support drag'n'drop file uploads"; var remove_file = "Remove file"; var tables_pagination_limit = "25"; var enable_google_picker = "1"; var google_client_id = "471538130205-fjsjsfvg2ocjdrnv60nhrunfolik40te.apps.googleusercontent.com"; var google_api = "AIzaSyDlvedqWC6b6PsxD3t01eia53UI2IisyaE"; var acceptable_mimes = ".png,.jpg,.pdf,.doc,.docx,.xls,.xlsx,.zip,.rar,.txt,.jfif,.webm,.webp,.mp4, image/png, image/jpeg, application/pdf, application/msword, application/vnd.openxmlformats-officedocument.wordprocessingml.document, application/vnd.ms-excel, application/vnd.openxmlformats-officedocument.spreadsheetml.sheet, application/x-zip, application/x-rar, text/plain, , video/webm, image/webp, video/mp4"; var date_format = "Y-m-d"; var time_format = "24"; var default_view_calendar = "dayGridWeek"; var dt_lang = {"emptyTable":"No entries found","info":"Showing _START_ to _END_ of _TOTAL_ entries","infoEmpty":"Showing 0 to 0 of 0 entries","infoFiltered":"(filtered from _MAX_ total entries)","lengthMenu":"_MENU_","loadingRecords":"Loading...","search":"<div class="input-group">","searchPlaceholder":"Search...","zeroRecords":"No matching records found","paginate":{"first":"First","last":"Last","next":"Next","previous":"Previous"},"aria":{"sortAscending":" activate to sort column ascending","sortDescending":" activate to sort column descending"}}; var discussions_lang = {"discussion_add_comment":"Add comment","discussion_newest":"Newest","discussion_oldest":"Oldest","discussion_attachments":"Attachments","discussion_send":"Send","discussion_reply":"Answer","discussion_edit":"Edit","discussion_edited":"Modified","discussion_you":"You","discussion_save":"Save","discussion_delete":"Delete","discussion_view_all_replies":"Show all replies","discussion_hide_replies":"Hide replies","discussion_no_comments":"No comments","discussion_no_attachments":"No attachments","discussion_attachments_drop":"Drag and drop to upload file"}; var confirm_action_prompt = "Are you sure you want to perform this action?"; var cf_translate_input_link_tip = "Click here to add link"; var locale = 'en'; var timezone = "Europe/London"; var allowed_files = ".png,.jpg,.pdf,.doc,.docx,.xls,.xlsx,.zip,.rar,.txt,.jfif,.webm,.webp,.mp4"; var calendar_first_day = '1'; var months_json = '["January","February","March","April","May","June","July","August","September","October","November","December"]'; </script> <head rel="canonical" href="https://crm.podcator.com/knowledge-base/article/multiplatform-sources-functionality" /></head> <body class="customers mozilla" >

<nav aria-label="breadcrumb" class="tw-mb-6"> <ol class="breadcrumb tw-flex tw-items-center tw-flex-wrap tw-gap-2 tw-text-sm tw-mb-0 tw-p-3 tw-bg-neutral-50 tw-rounded-lg tw-border tw-border-neutral-200"> <li class="tw-inline-flex tw-items-center"> <a href="https://crm.podcator.com/" class="tw-text-neutral-500 hover:tw-text-primary tw-transition-colors"> </a> </li> <li class="tw-inline-flex tw-items-center"> <a href="https://crm.podcator.com/knowledge-base" class="tw-text-neutral-600 hover:tw-text-primary tw-transition-colors tw-font-medium"> Knowledge Base </a> </li> <li class="tw-inline-flex tw-items-center"> <a href="https://crm.podcator.com/knowledge-base/category/basics" class="tw-text-neutral-600 hover:tw-text-primary tw-transition-colors tw-font-medium"> Basics </a> </li> <li class="tw-inline-flex tw-items-center"> Multiplatform sources functionality </li> </ol> </nav> <div class="section-knowledge-base"> <div class="row"> <div class="col-md-8"> <div class="panel_s"> <div class="panel-body"> <h1 class="tw-mt-0 tw-mb-4 kb-article-single-heading tw-font-semibold tw-text-2xl tw-text-neutral-700"> Multiplatform sources functionality </h1> <div class="tw-flex tw-flex-wrap tw-items-center tw-gap-4 tw-mb-6 tw-pb-4 tw-border-b tw-border-neutral-200"> <div class="tw-flex tw-items-center tw-text-sm tw-text-neutral-600 tw-bg-neutral-50 tw-px-3 tw-py-1.5 tw-rounded-full"> Published: 2025-09-16 15:56:27 </div> <div class="tw-flex tw-items-center tw-text-sm tw-text-neutral-600 tw-bg-neutral-50 tw-px-3 tw-py-1.5 tw-rounded-full"> 55 Views </div> <div class="tw-flex tw-items-center tw-text-sm"> Basics </div> </div> <div class="tc-content kb-article-content tw-text-neutral-700 tw-mb-6"> Multiplatform sources functionality IN THE CRM Setup-> Multi platform-> Source mapping On this page you will be able to choose the platform where the trading account is created In the case if there is nothing in the field in the Platform field, the default platform will be chosen. <img src="https://crm.podcator.com/media/a/victor-support/250917-174436.png" alt=""><img src="https://crm.podcator.com/media/victor-support/250917-174436.png" width="312" height="202" alt="" style="display:block;margin-left:auto;margin-right:auto;"> Changing Default Platform You can find where to change the default platform here: Setup->Multi Platform->Manage Platform Options->Set as Default <img src="https://crm.podcator.com/media/victor-support/250918-121959.png" width="960" height="429" alt=""> How to filter by Brand Leads-> Brand What's the difference between the "Lead Source" and "Brand" filters? Filtering by "Lead Source": will allow you to choose the Lead Source on current CRM. Filtering by "Brand" will show you leads with sources related to the platform. For example, if Source1 and Source2 are connected to Platform1, filtering by brand Platform1 will show all leads with Source1 and Source2. This is useful for users who may not know or remember which source is connected to which brand. <img src="https://crm.podcator.com/media/victor-support/250917-174847.png" width="913" height="312" alt=""> API management API-> API management The functionality stays the same, the API will be still defined by the source, which will be defined by the selected platform. Choosing the source from your website Setup-> Leads-> Web to lead-> Registration-> General-> Source (Choose the source) -> Submit This will ensure that the settings for one platform were set. This particular source (e.g "Google") will be sent to Platform 1. <img src="https://crm.podcator.com/media/victor-support/250918-105543.png" width="893" height="456" alt="" style="display:block;margin-left:auto;margin-right:auto;"> Choosing proper platform for the redirect from the website The proper platform can be chosen in: Setup-> Leads-> Web to lead-> Registration-> General-> Submission-> Redirect to another website-> Website URL-> Insert your platform URL-> Submit <img src="https://crm.podcator.com/media/victor-support/250918-105717.png" width="904" height="404" alt="" style="display:block;margin-left:auto;margin-right:auto;"> To allow another source being attached to another Platform 2, ensure to save the previous source as was described above. Then repeat the action, choosing new source, submitting, and then inserting another app URL. </div> <hr class="hr-panel-separator tw-my-6" /> <div class="tw-mt-6 tw-pt-6 tw-border-t tw-border-neutral-200"> <h4 class="tw-font-semibold tw-text-lg tw-mb-4"> Did you find this article useful? </h4> <div class="tw-mb-4 tw-p-3 tw-bg-neutral-50 tw-rounded-lg tw-border tw-border-neutral-200"> <div class="tw-flex tw-items-center tw-justify-between"> <div class="tw-flex tw-items-center"> <div class="tw-w-12 tw-h-12 tw-rounded-full tw-bg-green-100 tw-flex tw-items-center tw-justify-center tw-mr-3"> </div> <div> <div class="tw-text-sm tw-font-semibold tw-text-neutral-700"> 50.0% found_this_helpful </div> <div class="tw-text-xs tw-text-neutral-500"> 2 Votes </div> </div> </div> </div> </div> <div class="answer_response tw-mb-3 tw-text-sm tw-text-neutral-500"></div> <div class="btn-group article_useful_buttons tw-flex tw-gap-2" role="group"> <button type="button" data-answer="1" class="btn btn-success tw-px-6 tw-py-2 tw-font-medium hover:tw-bg-green-600 tw-transition-colors"> Yes </button> <input type="hidden" name="articleid" value="352"> <button type="button" data-answer="0" class="btn btn-danger tw-px-6 tw-py-2 tw-font-medium hover:tw-bg-red-600 tw-transition-colors"> No </button> </div> </div> </div> </div> </div> <div class="col-md-4"> <div class="panel_s tw-border tw-border-neutral-200 tw-rounded tw-shadow-sm"> <div class="panel-body"> <h4 class="kb-related-heading tw-font-semibold tw-text-lg tw-text-neutral-700 tw-mt-0 tw-mb-4 tw-pb-3 tw-border-b tw-border-neutral-200"> Related Articles </h4> <ul class="articles_list tw-divide-y tw-divide-neutral-200 tw-divide-solid tw-space-y-0"> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/what-is-nanza-aggregator" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> What is Nanza Aggregator </a> </h5> What is Nanza Aggregator? Nanza Aggregator is an all-in-one platform designed to streamline and enha... </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/get-started-with-nanza" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> Get Started with Nanza </a> </h5> In this article, we'll explain how you can start with Nanza.We'll cover everything you need to know ... </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/setting-up-roles" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> Setting up roles </a> </h5> Understanding and Setting Up Roles ON THE CRM What Are Roles? Roles are a fundamental security and o... </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/nanza-shield" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> What is Nanza Shield? </a> </h5> Nanza Shield is incredibly easy to use and can be customized to meet your specific security needs.Ou... </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/basic-platform-settings" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> Basic platform settings </a> </h5> ON THE PLATFORM How to open a trade? 1. Press the "+" button at the top. 2. Enter the asset y... </li> </ul> </div> </div> </div> </div> </div>

<footer class="footer"> <div class="container"> <div class="row"> <div class="col-md-12 text-center"> 2026 Copyright NfinX </div> </div> </div> </footer>

Loaded Files

locale	en
language	english
departments	Array ( [0] => Array ( [departmentid] => 1 [name] => Compliance [imap_username] => admin@gaptrade.io [email] => Compliance@gaptrade.io [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [1] => Array ( [departmentid] => 3 [name] => Conversion [imap_username] => admin@cryptonanza.com [email] => [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [2] => Array ( [departmentid] => 4 [name] => Retention [imap_username] => [email] => [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [3] => Array ( [departmentid] => 8 [name] => michaelg [imap_username] => michaelg@michaelg.com [email] => admin@crypton1123anza.com [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [4] => Array ( [departmentid] => 14 [name] => [imap_username] => victoria@gmail.com [email] => [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [5] => Array ( [departmentid] => 23 [name] => [imap_username] => victoria@gmail.com [email] => [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) )
priorities	Array ( [0] => Array ( [priorityid] => 1 [name] => Low ) [1] => Array ( [priorityid] => 2 [name] => Medium ) [2] => Array ( [priorityid] => 3 [name] => High ) )
ticket_statuses	Array ( [0] => Array ( [ticketstatusid] => 1 [name] => Open [isdefault] => 1 [statuscolor] => #ff2d42 [statusorder] => 1 ) [1] => Array ( [ticketstatusid] => 2 [name] => In progress [isdefault] => 1 [statuscolor] => #84c529 [statusorder] => 2 ) [2] => Array ( [ticketstatusid] => 3 [name] => Answered [isdefault] => 1 [statuscolor] => #0000ff [statusorder] => 3 ) [3] => Array ( [ticketstatusid] => 4 [name] => On Hold [isdefault] => 1 [statuscolor] => #c0c0c0 [statusorder] => 4 ) [4] => Array ( [ticketstatusid] => 5 [name] => Closed [isdefault] => 1 [statuscolor] => #03a9f4 [statusorder] => 5 ) )
currencies	Array ( [0] => Array ( [id] => 1 [symbol] => $ [name] => USD [decimal_separator] => . [thousand_separator] => , [placement] => before [isdefault] => 1 ) [1] => Array ( [id] => 3 [symbol] => $ [name] => AUD [decimal_separator] => . [thousand_separator] => , [placement] => before [isdefault] => 0 ) [2] => Array ( [id] => 4 [symbol] => (BIDR) [name] => BIDR [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [3] => Array ( [id] => 5 [symbol] => (USDT) [name] => USDT [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [4] => Array ( [id] => 6 [symbol] => (BTC) [name] => BTC [decimal_separator] => . [thousand_separator] => [placement] => before [isdefault] => 0 ) [5] => Array ( [id] => 7 [symbol] => (ETH) [name] => ETH [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [6] => Array ( [id] => 8 [symbol] => (XRP) [name] => XRP [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [7] => Array ( [id] => 9 [symbol] => (GBP) [name] => GBP [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [8] => Array ( [id] => 10 [symbol] => (EUR) [name] => EUR [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [9] => Array ( [id] => 11 [symbol] => (SOL) [name] => SOL [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [10] => Array ( [id] => 12 [symbol] => (ZAR) [name] => ZAR [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) )
menu	Array ( [knowledge-base] => Array ( [slug] => knowledge-base [name] => Knowledge Base [href] => https://crm.podcator.com/knowledge-base [position] => 5 [icon] => [children] => Array ( ) ) [register] => Array ( [slug] => register [name] => Register [href] => https://crm.podcator.com/authentication/register [position] => 99 [icon] => [children] => Array ( ) ) [login] => Array ( [slug] => login [name] => Login [href] => https://crm.podcator.com/authentication/login [position] => 100 [icon] => far fa-user [children] => Array ( ) ) )
isRTL	false
article	stdClass Object ( [slug] => multiplatform-sources-functionality [articleid] => 352 [articlegroup] => 2 [subject] => Multiplatform sources functionality [description] => <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">Multiplatform sources functionality</span></p> <p style="text-align:center;"><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></p> <p><strong>Setup-> Multi platform-> Source mapping</strong><br>On this page you will be able to choose the platform where the trading account is created<br>In the case if there is nothing in the field in the Platform field, the default platform will be chosen.</p> <p><img src="https://crm.podcator.com/media/a/victor-support/250917-174436.png" alt=""><img src="https://crm.podcator.com/media/victor-support/250917-174436.png" width="312" height="202" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <p style="text-align:center;"><br><span style="color:#3366ff;"><strong>Changing Default Platform</strong></span></p> <p>You can find where to change the default platform here:<br><strong>Setup->Multi Platform->Manage Platform Options->Set as Default</strong></p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/250918-121959.png" width="960" height="429" alt=""><br><span style="color:#3366ff;"><strong>How to filter by Brand</strong></span></p> <p><strong>Leads-> Brand</strong><br>What's the difference between the "Lead Source" and "Brand" filters?<br>Filtering by "<strong>Lead Source</strong>": will allow you to choose the Lead Source on current CRM.<br>Filtering by "<strong>Brand</strong>" will show you leads with sources related to the platform.</p> <p><br>For example, if Source1 and Source2 are connected to Platform1, filtering by brand Platform1 will show all leads with Source1 and Source2.<br>This is useful for users who may not know or remember which source is connected to which brand.</p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/250917-174847.png" width="913" height="312" alt=""></p> <p style="text-align:center;"><span style="color:#3366ff;"><strong>API management</strong></span></p> <p style="text-align:left;"><strong>API-> API management</strong><br>The functionality stays the same, the API will be still defined by the source, which will be defined by the selected platform.</p> <p style="text-align:left;"></p> <p style="text-align:center;"><span style="color:#3366ff;"><b>Choosing the source from your website</b></span></p> <p><strong>Setup-> Leads-> Web to lead-> Registration-> General-> Source (Choose the source) -> Submit</strong><br>This will ensure that the settings for one platform were set. This particular source (e.g "Google") will be sent to Platform 1.</p> <p><img src="https://crm.podcator.com/media/victor-support/250918-105543.png" width="893" height="456" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <p style="text-align:center;"><span style="color:#3366ff;"><strong>Choosing proper platform for the redirect from the website</strong></span></p> <p>The proper platform can be chosen in: <br><strong>Setup-> Leads-> Web to lead-> Registration-> General-> Submission-> Redirect to another website-> Website URL-> Insert your platform URL-> Submit</strong></p> <p><strong><img src="https://crm.podcator.com/media/victor-support/250918-105717.png" width="904" height="404" alt="" style="display:block;margin-left:auto;margin-right:auto;"></strong></p> <p>To allow another source being attached to another Platform 2, ensure to save the previous source as was described above. Then repeat the action, choosing new source, submitting, and then inserting another app URL.</p> [active_article] => 1 [datecreated] => 2025-09-16 15:56:27 [active_group] => 1 [group_name] => Basics [group_slug] => basics [staff_article] => 0 )
knowledge_base_search	1
related_articles	Array ( [0] => Array ( [articleid] => 13 [articlegroup] => 2 [subject] => What is Nanza Aggregator [description] => <p style="text-align:center;">What is Nanza Aggregator?</p> <p><strong>Nanza Aggregator</strong> is an all-in-one platform designed to streamline and enhance your crypto trading experience. Whether you're managing a single portfolio or multiple exchange accounts, Nanza provides powerful tools to help you make informed decisions and stay ahead in the fast-moving world of cryptocurrency.</p> <p style="text-align:center;">Key Features:</p> <p>-<strong>Portfolio Management</strong>: Seamlessly connect to multiple crypto exchanges and manage all your accounts from a single, user-friendly dashboard. This integration simplifies monitoring and executing trades across various platforms<br><br>-<strong>Copy Trading</strong>: Follow and replicate the strategies of successful traders. This feature allows you to benefit from expert insights while learning from their approaches, potentially earning while gaining experience.</p> <p>-<strong>Advanced Trading Tools</strong>: Leverage powerful features like market-making and arbitrage. These tools exploit price differences across exchanges, enabling strategic, real-time trading to maximize profits.</p> <p>-<strong>Market Analysis</strong>: Access real-time data and comprehensive market analysis. Stay informed with the latest trends and make confident trading decisions based on accurate, up-to-date information.</p> <p>Whether you're a seasoned trader or just getting started, Nanza Aggregator simplifies crypto trading by centralizing your accounts and offering cutting-edge tools for maximum efficiency.</p> [slug] => what-is-nanza-aggregator [active] => 1 [datecreated] => 2023-03-30 12:49:46 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [1] => Array ( [articleid] => 14 [articlegroup] => 2 [subject] => Get Started with Nanza [description] => <p>In this article, we'll explain how you can start with Nanza.<br>We'll cover everything you need to know to give you a jumpstart as a fresh new trader on Nanza!<br><br></p> <h2 style="text-align:center;"><span style="color:#0000ff;">Prerequisites</span></h2> <p>Before you begin, ensure that you have the following prerequisites:</p> <ul> <li>Good energy to start with Nanza</li> </ul> <h2 style="text-align:center;"><a class="anchor enhancedAnchor_2LWZ"></a><span style="color:#0000ff;">Getting started as a new user with the "New User Experience".</span></h2> <p><strong>1. Create your account: register for a free account</strong></p> <p>You only need a username, email address, and a strong password.</p> <p>You can also use your social media logins (Google, Meta, or Apple) to register.</p> <p>Subscribe to our newsletter so you receive market analysis, expert opinions, and trading tips directly in your inbox.<br><br></p> <p><strong>2. Set up your accounts<br></strong></p> <p>When you log in for the first time, we will assist you with setting up your first account.<br><br></p> <p><strong>4. Connect an exchange</strong></p> <p>To start automated trading with Nanza, you need an exchange account. Sign up at your preferred exchange or select the exchange you currently use to trade. Your funds will always remain on the exchange.</p> <p>Tip: If you don't have an exchange account yet or wish to explore the Nanza platform without connecting an exchange, you can select 'Practice funds' in the next step.</p> <p><strong>5. API Keys or simulated funds</strong></p> <p>To set up a connection between Nanza and your exchange you will need to enter your API keys.<br>You can find detailed instructions per exchange<span> </span><a href="https://docs.cryptohopper.com/docs/tutorials/" target="_blank" rel="noreferrer noopener">here</a>.</p> <p>You can explore the Nanza platform without connecting to an exchange, by selecting 'Practice funds'. In that case, we will create a simulated bot with a trading balance for you.</p> <p><strong>6. Select a quote currency</strong></p> <p>Your quote currency is used to buy coins. Sold positions will be automatically converted into your selected quote currency. You can choose from a range of quote currencies. If you're new to trading, we recommend using a stablecoin such as USDT or EUR.</p> <p>Tip: if you wish to use another quote currency than shown in the drop-down, you can switch later after the initial setup of your bot.</p> <p><strong>7. Configure your bot</strong></p> <p>There are two ways to configure your bot:</p> <ol> <li>Follow signals. Simplify your trading by using signals from a third-party analyst. This is a great option for beginners or those looking for a quick and easy setup.</li> <li>Build your bot. For experienced traders, customize your trading by implementing your own technical analysis and automating your existing strategy. This option requires initial setup and ongoing monitoring.</li> </ol> [slug] => get-started-with-nanza [active] => 1 [datecreated] => 2023-03-30 12:53:06 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [2] => Array ( [articleid] => 19 [articlegroup] => 2 [subject] => Setting up roles [description] => <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">Understanding and Setting Up Roles</span></p> <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;"><strong><span style="font-size:18pt;color:#ff0000;">ON THE CRM</span></strong></span></p> <p style="text-align:center;"><span style="font-size:14pt;color:#0000ff;">What Are Roles?</span></p> <p>Roles are a fundamental security and organizational feature in your CRM system. They allow you to define specific sets of permissions and access levels for different staff members or departments. By assigning roles to staff, you can control exactly what features, data, and actions each person or team can access and perform within the system.</p> <p>Key Benefits of Using Roles:<br>• Enhanced Security: Restrict access to sensitive information and critical functions<br>• Better Organization: Structure your team's access based on job responsibilities<br>• Improved Efficiency: Users only see and access tools relevant to their work<br>• Compliance: Maintain audit trails and enforce data access policies<br>• Scalability: Easily manage permissions as your team grows</p> <p style="text-align:center;"><span style="font-size:14pt;color:#0000ff;">Understanding Permission Types</span></p> <p>The role system uses several types of permissions:</p> <p>1. Global Permissions: Apply across the entire system (e.g., "View All Records", "View All Global")</p> <p>2. Module-Level Permissions: Control access to specific modules like Leads, Traders, CRM, Appointments, etc.</p> <p>3. Action Permissions: Determine what actions can be performed (View, Create, Edit, Delete, Approve)</p> <p>4. Department Permissions: Restrict visibility to records within specific departments</p> <p>5. Data-Level Permissions: Control visibility of specific record fields and information</p> <p>Example Permission Actions:<br>• View (Global) - View all records system-wide<br>• View (Own) - View only records created by the agent<br>• View (Private/Confidential) - View sensitive or private records, which are marked as such<br>• View (Department Only) - View records within the user's department<br>• Create - Add new records<br>• Edit - Modify existing records<br>• Delete - Remove records<br>• Approve - Authorize or approve actions</p> <p style="text-align:center;"><span style="font-size:14pt;color:#0000ff;">How to Create a New Role</span><span style="font-size:14pt;color:#0000ff;"></span></p> <p style="text-align:center;">Follow these steps to create a new role in your CRM</p> <p><video width="650" height="325" style="background-image:url("https://crm.podcator.com/admin/knowledge_base/article/img/object.gif");color:#0000ff;font-size:18.6667px;text-align:center;display:block;margin-left:auto;margin-right:auto;" controls><source src="https://crm.podcator.com/media/lana-demo/How%20to%20Set%20up%20Roles.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;">Step 1: Go to "<span style="color:#0000ff;"><strong>Setup</strong></span>" at the bottom of the settings menu on the left sidebar.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/250716-214739.png" width="273" height="210" alt=""></p> <hr> <p style="text-align:center;">Step 2: Access the "<strong><span style="color:#0000ff;">Roles</span></strong>" Section from the submenu.</p> <hr> <p>You will be directed to the Roles management page where you can see all existing roles and their statistics.</p> <p><img src="https://crm.podcator.com/media/lana-demo/250716-214857.png" width="287" height="207" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;">Step 3: Create "<strong><span style="color:#0000ff;">New Role</span></strong>" <span style="font-size:12pt;">button at the top of the page</span></p> <hr> <p><img src="https://crm.podcator.com/media/lana-demo/250716-215053.png" width="140" height="52" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <p>• This will open the role creation form</p> <p><img src="https://crm.podcator.com/media/lana-demo/250716-215408.png" width="549" height="397" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;">Step 4: Assign a "<strong><span style="color:#0000ff;">Role Name</span></strong>" and tick any required boxes for permissions that the role should have.</p> <p style="text-align:center;">Configure Role Basic Information</p> <hr> <p>• Enter a descriptive "Role Name" (e.g., "Sales Agent", "Customer Support", "Finance Manager")<br>• The system will automatically generate a slug for internal use<br>• Choose a "Group" category for organizational purposes</p> <hr> <p style="text-align:center;">Step 5: Set Module Permissions</p> <hr> <p>The role editor displays all available system modules with 42 total features. For each module, you can:</p> <p>• Access the Module: Toggle permissions for each module (Administration, Appointments, CRM, Click2Call, Contracts, etc.)<br>• View Search Bar: Use the search field to quickly find specific modules or permissions<br>• Bulk Actions: Use the "Bulk Actions" dropdown to quickly apply or remove permissions for multiple items<br>• Permission Patterns: Use predefined permission patterns as templates for common role types</p> <hr> <p style="text-align:center;">Step 6: Configure Granular Permissions</p> <hr> <p style="text-align:center;">For each module, define specific actions:</p> <p>For Administration Module:<br>• Staff Roles: Manage viewing, creation, editing of staff roles (View Global, Create, Edit, Delete options available)<br>• Settings: Control access to system settings (View Global, Edit options)<br>• Staff: Manage staff access (View Global, Create, Edit, Delete)</p> <p>For CRM Module (Example):<br>• Traders: Define access levels for trader records<br>  - View (Own): See only their own records<br>  - View (Global): See all trader records<br>  - Create: Add new traders<br>  - Edit: Modify trader information<br>  - Department View: Restrict to department records<br>  - Show Email/Phone: Control visibility of contact information<br>  - Assign (Global): Allow assignment of records system-wide<br>  - Assign (Department): Restrict assignments to department only</p> <p>For Leads Module:<br>• View Permissions: Set visibility scope (Global, Own Records, Private/Confidential)<br>• Edit Records: Allow modification of lead data<br>• Convert Lead to Trader: Enable conversion functionality<br>• Email Display: Show/hide email addresses<br>• Edit Status: Allow status changes</p> <hr> <p style="text-align:center;">Step 7: Save the changes by clicking the "<strong><span style="color:#0000ff;">Save Settings</span></strong>" button in the bottom right corner of the page.</p> <p style="text-align:center;">Once pressed, your new role will be created.</p> <hr> <p style="text-align:left;">• Click the "Save Settings" button at the bottom of the form<br>• The system will confirm the new role has been created<br>• Your new role will appear in the Roles list with a count of assigned features</p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/171415.png" width="161" height="60" alt=""></p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;"><span style="font-size:14pt;color:#0000ff;">Managing Role Permissions</span></p> <p style="text-align:center;">Understanding the Permission Interface</p> <p>When editing a role, you'll see several helpful features:</p> <p>1. <strong>Permission Search</strong>: Quickly locate specific permissions using the search box (type to filter by module or permission name)</p> <p><img src="https://crm.podcator.com/media/lana-demo/251205-141048.png" width="722" height="293" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <p>2. <strong>Total Features Counter</strong>: The system shows "Total Features:42" indicating available permissions. For example, "32 / 273 Selected" means 32 out of 273 total permission checkboxes are enabled for this role.</p> <p><img src="https://crm.podcator.com/media/lana-demo/251205-141222.png" width="913" height="252" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <p>3. <strong>Module Badges</strong>: Each module shows a badge with the number of permissions granted for that module. For example:<br>- Administration: 3 permissions<br>- Appointments: 1 permission<br>- CRM: 2 permissions<br>- Click2Call: 1 permission<br>- Contracts: 1 permission</p> <p><img src="https://crm.podcator.com/media/lana-demo/251205-141315.png" width="1021" height="116" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <p>4. <strong>Quick Navigation</strong>: Expand/collapse sections by clicking on module names to show or hide their permission options</p> <p><img src="https://crm.podcator.com/media/lana-demo/251205-141450.png" width="951" height="265" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <p style="text-align:center;"><span style="font-size:14pt;color:#0000ff;">Permission Levels Within Modules</span></p> <p>Each module typically includes multiple permission types:</p> <p>• View Permissions: Who can see the records (checkboxes for different scope levels)<br>• Create Permissions: Who can add new records<br>• Edit Permissions: Who can modify existing records<br>• Delete Permissions: Who can remove records<br>• Approve Permissions: Who can authorize actions<br>• Report Permissions: Who can view or generate reports<br>• Export Permissions: Who can export data</p> <p style="text-align:center;"><br><span style="color:#0000ff;font-size:18pt;">Duplicating Roles</span></p> <p style="text-align:center;">In the case if you need to create a duplicated role (for example for other set of team members and a department), you don't have to re-apply the same permissions by hand. </p> <p style="text-align:center;">This is much faster than creating a role from scratch and is ideal for creating department-specific variations of existing roles.</p> <p>If you need to create a similar role with slight variations:</p> <hr> <p style="text-align:center;">Step 1: Go to "<span style="color:#0000ff;"><strong>Setup</strong></span>" at the bottom of the settings list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/250716-214739.png" width="273" height="210" alt=""></p> <hr> <p style="text-align:center;">Step 2: Click on "<strong><span style="color:#0000ff;">Roles</span></strong>".</p> <hr> <p><img src="https://crm.podcator.com/media/lana-demo/250716-214857.png" width="287" height="207" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;">Step 3: Click "<strong><span style="color:#0000ff;">Copy</span></strong>" button on the role edit page</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251023-170218.png" width="937" height="41" alt=""></p> <hr> <p style="text-align:center;">Step 4: Give the new role a different name in the "<strong><span style="color:#0000ff;">Role Name</span></strong>"</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251023-170440.png" width="563" height="251" alt=""></p> <hr> <p style="text-align:center;">Step 5: Modify only the permissions that differ from the original</p> <hr> <p style="text-align:center;"></p> <hr> <p style="text-align:center;">Step 6: Press on "<strong><span style="color:#0000ff;">Create Copy</span></strong>" to save the changes. You will see the green approval message that the role was created and will be able to find it in the list as the page refreshes.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251023-170555.png" width="364" height="56" alt=""></p> <p></p> <p style="text-align:center;"><span style="color:#0000ff;font-size:14pt;">Importing Roles</span></p> <p style="text-align:center;">You can also import pre-configured roles from other systems.</p> <p style="text-align:left;">This feature is useful when:<br>• Migrating from another CRM system<br>• Replicating setups across multiple instances<br>• Using template roles provided by your organization</p> <hr> <p style="text-align:center;">Step 1: Go to the "<strong><span style="color:#0000ff;">Roles</span></strong>" list page</p> <hr> <p><img src="https://crm.podcator.com/media/lana-demo/250716-214857.png" width="287" height="207" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;">Step 2: Click the "<strong><span style="color:#0000ff;">Import Role</span></strong>" button</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251205-140311.png" width="131" height="52" alt=""></p> <hr> <p style="text-align:center;">Step 3: Select the file or source containing the role configuration by pressing on "<strong><span style="color:#0000ff;">Download</span></strong>" </p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251205-140345.png" width="379" height="492" alt=""></p> <hr> <p style="text-align:center;">Step 4: Review and confirm the imported permissions by pressing on "<strong><span style="color:#0000ff;">Import</span></strong>" </p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251205-140445.png" width="199" height="82" alt=""></p> <hr> <p style="text-align:center;">Step 5: The imported role will be added to your system</p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;"><span style="font-size:14pt;color:#0000ff;">Assigning Roles to Staff Members</span></p> <p>Once you've created roles with appropriate permissions, you need to assign them to your staff members.</p> <p>How to Assign a Role to a Staff Member</p> <p>1. Navigate to the Staff section from the main menu<br>2. Select the staff member you want to assign a role to<br>3. In the staff profile or settings, look for the "Role" or "Assign Role" field<br>4. Select the desired role from the dropdown menu<br>5. Save the changes</p> <p>Viewing Staff Members with Specific Roles</p> <p>From the Roles list page, you can see:<br>• "Total Users" column shows how many staff members are assigned to each role<br>• Click on the user avatars to view specific staff members assigned to that role<br>• "Assign Staff" button allows you to quickly add more users to a role</p> <p>Role Filters</p> <p>On the Roles management page, you can filter roles by:<br>• "All" - View all 11+ roles in your system<br>• "Roles with Users" - See only roles that have staff members assigned<br>• "Roles with No Users" - Identify unused roles that can be archived or deleted</p> <p style="text-align:center;"><br><span style="font-size:14pt;color:#0000ff;">Best Practices for Role Management</span></p> <p>1. Create Clear Role Names<br>• Use descriptive names that reflect job functions<br>• Avoid abbreviations unless widely understood<br>• Examples: "Sales Agent", "Support Manager", "Finance Officer"<br>• Avoid: "User", "Person", or generic names</p> <p>2. Follow the Principle of Least Privilege<br>• Grant only the minimum permissions necessary for each role<br>• Start with limited permissions and add more as needed<br>• Regularly audit roles to remove unnecessary permissions<br>• This reduces security risks and accidental data modifications</p> <p>3. Group Related Permissions<br>• Create roles for specific functions rather than individual users<br>• Use consistent permission patterns across similar roles<br>• Document which roles have access to which modules</p> <p>4. Use Department-Level Restrictions<br>• Leverage "View (Department Only)" and "Assign (Department)" permissions<br>• Keep staff visibility limited to their own department when appropriate<br>• Prevents cross-department data leakage</p> <p>5. Regular Permission Audits<br>• Review role assignments quarterly<br>• Update permissions when staff responsibilities change<br>• Remove roles that are no longer in use<br>• Track who has administrative permissions</p> <p>6. Document Your Role Structure<br>• Maintain a list of all roles and their purposes<br>• Document who has admin access<br>• Create a responsibility matrix showing which modules each role can access<br>• Update documentation when roles change</p> <p>7. Admin vs. Regular User Roles<br>• Limit the number of admin/staff role configurators<br>• Use the "admin" role for system administrators only<br>• Create department-specific "manager" roles instead of giving everyone admin access<br>• Separate viewing permissions from administrative permissions</p> <p>8. Test Before Rolling Out<br>• Create new roles in a test environment first<br>• Verify that staff with the role can perform required tasks<br>• Check that they cannot access restricted data<br>• Get feedback before applying to the entire team</p> <p>9. Monitor Permission Changes Impact<br>• The system shows a warning: "Changing role permissions will affect all staff members who are currently assigned to this role"<br>• Always save changes with this in mind<br>• Communicate role changes to affected staff members<br>• Provide training on new permissions or restrictions</p> <p>10. Leverage Template Roles<br>• Use the Copy Role feature to create variations<br>• Establish a set of standard roles for your organization<br>• Import and export roles for consistency across systems</p> <p></p> <p style="text-align:center;"><span style="color:#0000ff;font-size:14pt;">Common Role Configuration Examples</span></p> <hr> <p style="text-align:center;">Example 1: Sales Agent Role</p> <hr> <p>Permissions Typically Included:<br>• Leads Module: View (Own/Global), Create, Edit, Convert to Trader, Email Display<br>• CRM (Traders): View (Global), Create, Edit, Assign (Global)<br>• Appointments: View, Create, Edit<br>• Reports: View sales-related reports only<br>• Limited Admin: View staff roles, no editing</p> <p>Permissions NOT Included:<br>• Settings editing<br>• Staff management<br>• Finance/Accounting modules</p> <hr> <p style="text-align:center;">Example 2: Finance Officer Role</p> <hr> <p>Permissions Typically Included:<br>• Finance Module: Full access (View, Create, Edit, Delete)<br>• Reports: Full access to financial reports<br>• Expenses: View and manage all expenses<br>• Leads Module: View (Global) for reference<br>• Settings: View financial settings</p> <p>Permissions NOT Included:<br>• Staff management<br>• Appointment booking<br>• Sales module editing</p> <hr> <p style="text-align:center;">Example 3: Department Manager Role</p> <hr> <p>Permissions Typically Included:<br>• All modules within department: View, Create, Edit<br>• Staff: View and manage department staff only<br>• Reports: View department reports<br>• Leads: Assign (Department Only)<br>• Appointments: Create, view department appointments</p> <p>Permissions NOT Included:<br>• Delete critical records<br>• Access other departments<br>• System settings changes<br>• Role configuration</p> <hr> <p style="text-align:center;">Example 4: Support Agent Role</p> <hr> <p>Permissions Typically Included:<br>• Leads: View (Own/Department), Add notes<br>• Support tickets: Create, View, Edit (own), Reply to tickets<br>• Knowledge Base: View<br>• Appointments: View to check availability<br>• Email/Contact Info: Full display</p> <p>Permissions NOT Included:<br>• Delete leads or tickets<br>• Access to finance data<br>• Staff management<br>• System administration</p> <p style="text-align:center;"><br><span style="color:#0000ff;font-size:14pt;">Frequently Asked Questions</span></p> <p>Q: Can I change a role's permissions after staff are already assigned to it?<br>A: Yes. When you modify a role's permissions, the system will alert you that "Changing role permissions will affect all staff members who are currently assigned to this role." All assigned staff will immediately have their access updated. Always notify affected staff members of significant permission changes.</p> <p>Q: How many roles can I create?<br>A: You can create as many roles as needed. However, it's best practice to keep your role structure organized and maintainable. Most organizations use 5-20 core roles.</p> <p>Q: What's the difference between "View (Own)" and "View (Global)"?<br>A: View (Own) restricts visibility to records the user created. View (Global) allows viewing all records of that type in the system. For sensitive data, use View (Own) or View (Department Only).</p> <p>Q: Can I assign multiple roles to one staff member?<br>A: The system assigns one primary role per staff member. If you need multi-role functionality, create a composite role that combines permissions from multiple job functions.</p> <p>Q: How do I delete a role?<br>A: From the Roles list page, click the delete icon (trash can) next to the role. Note: You cannot delete roles that have active staff members assigned. First reassign the staff to other roles.</p> <p>Q: What does the "Disabled" option mean when creating a role?<br>A: If you toggle "Disabled" on, this role will become inactive and cannot be assigned to new staff. It's useful for archiving old roles without deleting them.</p> <p>Q: Can I export role configurations?<br>A: Yes, use the "Export" button on the Roles list page to download role configurations for backup or to share with other system administrators.</p> <p>Q: How often should I audit roles?<br>A: We recommend quarterly audits. Review staff role assignments, check for unused roles, and update permissions based on any organizational changes or new modules.</p> <p>Q: Is there an "Admin" role limitation?<br>A: No, but we recommend limiting the number of users with full admin access. Consider creating department-specific "Manager" roles instead.</p> <p>Q: What happens if a staff member has no role assigned?<br>A: Without a role, staff members will have minimal or no system access. Always ensure active staff members have an appropriate role assigned.</p> <p style="text-align:center;"><br><span style="color:#0000ff;font-size:14pt;">Troubleshooting</span></p> <p>Issue: Staff member cannot access a module they need<br>Solution:<br>1. Verify the staff member has a role assigned (Check Staff > Role field)<br>2. Edit the assigned role and confirm the required module permissions are checked<br>3. Check for department restrictions if applicable<br>4. Have the staff member log out and log back in to refresh permissions</p> <p>Issue: Too many staff members have access to sensitive data<br>Solution:<br>1. Review all active roles and their permissions<br>2. Filter roles by "Roles with Users" to see which are actively used<br>3. For sensitive data, use "View (Private/Confidential)" or "View (Department Only)" permissions<br>4. Consider creating a restricted "Viewer" role with limited access<br>5. Regularly audit who has access to financial or confidential modules</p> <p>Issue: A role has too many permissions and is becoming hard to manage<br>Solution:<br>1. Clone the role and create a more specific version<br>2. Remove unnecessary module permissions from the original role<br>3. Split functionality into separate roles if needed<br>4. Use the search functionality to find and remove specific permissions</p> <p>Issue: New staff member still doesn't have permissions after role assignment<br>Solution:<br>1. Ask staff member to clear browser cache or use incognito window<br>2. Have them log out completely and log back in<br>3. Check if the role has any department restrictions<br>4. Verify the role has been properly saved<br>5. Check browser console for any permission errors</p> <p>Issue: Want to quickly remove all access from a departing staff member<br>Solution:<br>1. Navigate to the Staff member's profile<br>2. Remove or reassign their role<br>3. Or create a "No Access" role with no permissions and assign it<br>4. Save changes<br>5. The staff member's next login will reflect the changes</p> <p></p> <p style="text-align:center;"><span style="color:#0000ff;font-size:14pt;">Conclusion</span></p> <p>Roles are a powerful security and organizational tool that should be carefully planned and managed. By following the best practices outlined in this guide, you can:</p> <p>• Create a clear hierarchy of access and responsibilities<br>• Protect sensitive data while enabling team productivity<br>• Simplify staff management as your organization grows<br>• Maintain audit trails and compliance with data policies<br>• Quickly onboard new staff with appropriate permissions</p> <p>Key Takeaways:</p> <p>1. Define roles based on job functions and responsibilities, not individual users</p> <p>2. Follow the principle of least privilege - grant only necessary permissions</p> <p>3. Use department-level restrictions for sensitive data</p> <p>4. Regularly audit and update role permissions as your organization evolves</p> <p>5. Communicate role changes to affected staff members</p> <p>6. Document your role structure for future reference and training</p> <p>7. Test new roles before rolling out to production</p> <p>8. Leverage copy, import, and export features for efficiency</p> <p>For further assistance, please refer to your system documentation or contact your system administrator.</p> <p></p> <p style="text-align:center;"><strong>The articles you may find useful for you: </strong></p> <p style="text-align:center;"><a href="https://crm.podcator.com/knowledge-base/article/how-to-check-activity-log">How to Check Activity Log?</a></p> <p style="text-align:center;"><a href="https://crm.podcator.com/knowledge-base/article/how-to-check-the-api-logs"><span style="color:#0000ff;">How to Check the API Logs?</span></a></p> [slug] => setting-up-roles [active] => 1 [datecreated] => 2023-05-18 12:08:06 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [3] => Array ( [articleid] => 22 [articlegroup] => 2 [subject] => What is Nanza Shield? [description] => <p><span><strong>Nanza Shield</strong> is incredibly easy to use and can be customized to meet your specific security needs.<br>Our CRM is built on the latest security standards and is designed to provide you with complete peace of mind.</span></p> <p><span></span></p> <p><span><strong>Nanza Shield</strong> provides you with advanced security features to protect your Nanza CRM from unauthorized access attempts. The <strong>"Brute Force Settings"</strong> screen allows you to configure the maximum number of failed login attempts allowed, the lockout time, and other settings to protect your CRM from brute force attacks.<br></span></p> <p><span></span></p> <p><span>In addition, the <strong>"Whitelist IP/User"</strong> feature allows you to add trusted IP addresses or users to bypass the lockout protection. This feature is useful when you have users or IP addresses that frequently access your Nanza CRM.</span></p> <p><span>On the other hand, the<strong> "Blacklist IP/User"</strong> feature allows you to block suspicious or malicious IP addresses or users from accessing your CRM.<br></span></p> <p><span></span></p> <p><span>By using these three features together, you can strengthen the security of your Nanza CRM and protect it from unauthorized access attempts.<br>Please note that it is important to regularly review and update the entries in the Whitelist and Blacklist to maintain the security of your system. The Brute Force Settings should also be reviewed periodically and adjusted based on your specific security requirements.</span></p> <p><span></span></p> <p>The <strong>"Brute Force Settings"</strong> screen is where you can configure the settings related to the brute force attack protection for your <span>Nanza </span>CRM using <span>Nanza Shield</span>.</p> <p>Brute force attacks are an attempt to gain unauthorized access to your CRM system by guessing your password through repeated login attempts.</p> <p>On this screen, you can set up the following options:</p> <ul> <li>Max Retries: This is the maximum number of failed login attempts allowed before the user gets locked out of the system.</li> <li>Lockout Time: This is the duration of the lockout period (in minutes) for the user who has reached the maximum number of failed login attempts.</li> <li>Max Lockouts: This is the maximum number of times a user can get locked out of the system before being completely locked out.</li> <li>Extended Lockout: This is the duration of the extended lockout period (in hours) for the user who has been locked out of the system multiple times.</li> <li>Reset Retries: This is the duration (in hours) after which the failed login attempts counter will be reset for the user who has been locked out of the system.</li> <li>Email Notifications: You can enable or disable email notifications for the lockout events.</li> </ul> <p>You can adjust these settings based on your specific security requirements. It is recommended that you set the Max Retries and Lockout Time to a reasonable value to protect your system against brute force attacks. You can also enable email notifications to stay informed about lockout events.</p> <p>Once you have configured the settings, be sure to save the changes by clicking the<strong> "Save"</strong> button at the bottom of the screen.</p> [slug] => nanza-shield [active] => 1 [datecreated] => 2023-06-25 13:11:30 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [4] => Array ( [articleid] => 56 [articlegroup] => 2 [subject] => Basic platform settings [description] => <p style="text-align:center;"><video width="732" height="366" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Basic%20Platform.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;"><span style="color:#ff0000;font-size:18pt;"><strong>ON THE PLATFORM</strong></span></p> <hr> <p style="text-align:center;"><strong>How to open a trade?</strong></p> <hr> <p style="text-align:center;">1. Press the "+" button at the top.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/plusButton.png" width="106" height="73" alt=""></p> <hr> <p style="text-align:center;">2. Enter the asset you'd like to use. Press on the asset.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformAssets.png" width="718" height="326" alt=""></p> <hr> <p style="text-align:center;">3. <span style="color:#ff0000;"><strong>Make sure you have verified your account, otherwise you won't be able to buy or sell!</strong></span></p> <p style="text-align:center;">To purchase the asset, you must enter the amount in these fields and confirm the purchase.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/buySell.png" width="396" height="504" alt=""></p> <hr> <p style="text-align:center;"><strong>With your Margin account you will also be able to change the leverage</strong></p> <hr> <p style="text-align:center;"></p> <hr> <p style="text-align:center;"><strong>How to set a leverage?</strong></p> <hr> <p style="text-align:center;">1. In your Profile</p> <hr> <p style="text-align:center;"></p> <hr> <p style="text-align:center;"><strong>How to see rates of the trade?</strong></p> <hr> <p style="text-align:center;">1. Once you confirmed buying, the information about your trade will be seen here:</p> <hr> <p style="text-align:center;"><strong style="font-size:12pt;color:#ff0000;"><img src="https://crm.podcator.com/media/victor-support/ordersExpanded.png" width="694" height="144" alt=""></strong></p> <hr> <p style="text-align:center;">Closed/Open positions will be seen here along side Short/Long measurements.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/orderBook.png" width="516" height="261" alt=""></p> <hr> <p style="text-align:center;"><strong>How to change a rate?</strong></p> <hr> <p style="text-align:center;">1. Go to "Manager" on the Platform.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformManager.png" width="96" height="275" alt=""></p> <hr> <p style="text-align:center;">2. Choose "Orders" button.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformManagerOrders.png" width="409" height="68" alt=""></p> <hr> <p style="text-align:center;">3. Find the order and scroll to the right side. Press the second "Edit" icon in the settings.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformActionButtons.png" width="154" height="134" alt=""></p> <hr> <p style="text-align:center;">4. Edit the order and save it.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformOrderEdit.png" width="371" height="450" alt=""></p> <hr> <p style="text-align:center;"><strong>Where to find the trading history?</strong></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;">1. Go to "<span style="color:#3366ff;">Portfolio</span>". Press on "<span style="color:#3366ff;">Positions</span>" to see your stats or the "<span style="color:#3366ff;">History</span>" of your trade.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformPortfolio.png" width="555" height="302" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;">Portfolio on Margin Account shows open positions and position history on margin account.</span></p> <p style="text-align:center;">Portfolio SPOT account shows the asset allocation of your portfolio</p> <p style="text-align:center;">BTC, ETH and others.</p> <hr> <p style="text-align:center;"><strong>Where can I see a transaction history?</strong></p> <hr> <p style="text-align:center;">1. Press on your account and find there "History" button.</p> <hr> <p></p> <hr> <p style="text-align:center;">2. The "Transaction" history stats will be shown this way.</p> <hr> <p style="text-align:center;"></p> <hr> <p style="text-align:center;"></p> [slug] => basic-platform-settings [active] => 1 [datecreated] => 2024-03-07 12:08:10 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) )
article_statistics	Array ( [views] => 55 [total_votes] => 2 [yes_votes] => 1 [no_votes] => 1 [percent_yes] => 50.0 [percent_no] => 50.0 )
title	Multiplatform sources functionality
use_navigation	1
use_submenu	1
navigationEnabled	1
subMenuEnabled	1
current_module
breadcrumbs	Array ( [0] => Array ( [label] => Knowledge Base [url] => https://crm.podcator.com/knowledge-base ) [1] => Array ( [label] => Basics [url] => https://crm.podcator.com/knowledge-base/category/basics ) [2] => Array ( [label] => Multiplatform sources functionality ) )
head	<!DOCTYPE html> <html lang="en"> <head> <meta charset="utf-8"> <meta http-equiv="X-UA-Compatible" content="IE=edge"> <meta name="viewport" content="width=device-width, initial-scale=1.0" /> <title>Multiplatform sources functionality</title> <link rel="stylesheet" type="text/css" id="reset-css" href="https://crm.podcator.com/assets/css/reset.min.css?v=1767779887"> <link rel="stylesheet" type="text/css" id="bootstrap-css" href="https://crm.podcator.com/assets/plugins/bootstrap/css/bootstrap.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="inter-font" href="https://crm.podcator.com/assets/plugins/inter/inter.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="datatables-css" href="https://crm.podcator.com/assets/plugins/datatables/datatables.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-css" href="https://crm.podcator.com/assets/plugins/font-awesome/css/fontawesome.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-brands" href="https://crm.podcator.com/assets/plugins/font-awesome/css/brands.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-solid" href="https://crm.podcator.com/assets/plugins/font-awesome/css/solid.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-regular" href="https://crm.podcator.com/assets/plugins/font-awesome/css/regular.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="datetimepicker-css" href="https://crm.podcator.com/assets/plugins/datetimepicker/jquery.datetimepicker.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="bootstrap-select-css" href="https://crm.podcator.com/assets/plugins/bootstrap-select/css/bootstrap-select.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="lightbox-css" href="https://crm.podcator.com/assets/plugins/lightbox/css/lightbox.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="colorpicker-css" href="https://crm.podcator.com/assets/plugins/bootstrap-colorpicker/css/bootstrap-colorpicker.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="tailwind-css" href="https://crm.podcator.com/assets/builds/tailwind.css?v=1767779887"> <link rel="stylesheet" type="text/css" id="theme-css" href="https://crm.podcator.com/assets/themes/perfex/css/style.min.css?v=1767779887"> <script src="https://crm.podcator.com/assets/plugins/jquery/jquery.min.js"></script> <link href="https://crm.podcator.com/assets/css/custom.css" rel="stylesheet" type="text/css" id="custom-css"> <script> if (typeof(jQuery) === 'undefined' && !window.deferAfterjQueryLoaded) { window.deferAfterjQueryLoaded = []; Object.defineProperty(window, "$", { set: function(value) { window.setTimeout(function() { $.each(window.deferAfterjQueryLoaded, function(index, fn) { fn(); }); }, 0); Object.defineProperty(window, "$", { value: value }); }, configurable: true }); } var csrfData = {"formatted":{"csrf_token_name":"56f8cb0ea547517ee469c0d53334e55e"},"token_name":"csrf_token_name","hash":"56f8cb0ea547517ee469c0d53334e55e"}; if (typeof(jQuery) == 'undefined') { window.deferAfterjQueryLoaded.push(function() { csrf_jquery_ajax_setup(); }); window.addEventListener('load', function() { csrf_jquery_ajax_setup(); }, true); } else { csrf_jquery_ajax_setup(); } function csrf_jquery_ajax_setup() { $.ajaxSetup({ data: csrfData.formatted }); $(document).ajaxError(function(event, request, settings) { if (request.status === 419) { alert_float('warning', 'Page expired, refresh the page make an action.') } }); } </script> <script> function custom_fields_hyperlink() { var cf_hyperlink = $('body').find('.cf-hyperlink'); if (cf_hyperlink.length) { $.each(cf_hyperlink, function() { var cfh_wrapper = $(this); if (!cfh_wrapper.hasClass('cfh-initialized')) { var cfh_field_to = cfh_wrapper.attr('data-fieldto'); var cfh_field_id = cfh_wrapper.attr('data-field-id'); var textEl = $('body').find('#custom_fields_' + cfh_field_to + '_' + cfh_field_id + '_popover'); var hiddenField = $("#custom_fields\[" + cfh_field_to + "\]\[" + cfh_field_id + "\]"); var cfh_value = cfh_wrapper.attr('data-value'); hiddenField.val(cfh_value); if ($(hiddenField.val()).html() != '') { textEl.html($(hiddenField.val()).html()); } var cfh_field_name = cfh_wrapper.attr('data-field-name'); textEl.popover({ html: true, trigger: "manual", placement: "top", title: cfh_field_name, content: function() { return $(cfh_popover_templates[cfh_field_id]).html(); } }).on("click", function(e) { var $popup = $(this); $popup.popover("toggle"); var titleField = $("#custom_fields_" + cfh_field_to + "_" + cfh_field_id + "_title"); var urlField = $("#custom_fields_" + cfh_field_to + "_" + cfh_field_id + "_link"); var ttl = $(hiddenField.val()).html(); var cfUrl = $(hiddenField.val()).attr("href"); if (cfUrl) { $('#cf_hyperlink_open_' + cfh_field_id).attr('href', (cfUrl.indexOf('://') === - 1 ? 'http://' + cfUrl : cfUrl)); } titleField.val(ttl); urlField.val(cfUrl); $("#custom_fields_" + cfh_field_to + "_" + cfh_field_id + "_btn-save").click( function() { hiddenField.val((urlField.val() != '' ? '<a href="' + urlField.val() + '" target="_blank">' + (titleField.val() != "" ? titleField .val() : urlField.val()) + '</a>' : '')); textEl.html(titleField.val() !== "" ? titleField.val() : (urlField .val() != '' ? urlField.val() : "Click here to add link")); $popup.popover("toggle"); }); $("#custom_fields_" + cfh_field_to + "_" + cfh_field_id + "_btn-cancel").click( function() { if (urlField.val() == '') { hiddenField.val(''); } $popup.popover("toggle"); }); }); cfh_wrapper.addClass('cfh-initialized') } }); } } </script> <script> var site_url = 'https://crm.podcator.com/', app = {}, cfh_popover_templates = {}; app.isRTL = 'false'; app.is_mobile = ''; app.months_json = '["January","February","March","April","May","June","July","August","September","October","November","December"]'; app.browser = "mozilla"; app.max_php_ini_upload_size_bytes = "20971520"; app.locale = "en"; app.options = { calendar_events_limit: "4", calendar_first_day: "1", tables_pagination_limit: "25", enable_google_picker: "1", google_client_id: "471538130205-fjsjsfvg2ocjdrnv60nhrunfolik40te.apps.googleusercontent.com", google_api: "AIzaSyDlvedqWC6b6PsxD3t01eia53UI2IisyaE", default_view_calendar: "dayGridWeek", timezone: "Europe/London", allowed_files: ".png,.jpg,.pdf,.doc,.docx,.xls,.xlsx,.zip,.rar,.txt,.jfif,.webm,.webp,.mp4", date_format: "Y-m-d", time_format: "24", }; app.lang = { file_exceeds_maxfile_size_in_form: "The uploaded file exceeds the MAX_FILE_SIZE directive that was specified in the HTML form" + ' (20 MB)', file_exceeds_max_filesize: "The uploaded file exceeds the upload_max_filesize directive in php.ini" + ' (20 MB)', validation_extension_not_allowed: "File extension not allowed", sign_document_validation: "Please sign the document.", dt_length_menu_all: "All", drop_files_here_to_upload: "Drop files here to upload", browser_not_support_drag_and_drop: "Your browser does not support drag'n'drop file uploads", confirm_action_prompt: "Are you sure you want to perform this action?", datatables: {"emptyTable":"No entries found","info":"Showing _START_ to _END_ of _TOTAL_ entries","infoEmpty":"Showing 0 to 0 of 0 entries","infoFiltered":"(filtered from _MAX_ total entries)","lengthMenu":"_MENU_","loadingRecords":"Loading...","search":"<div class="input-group"><span class="input-group-addon"><span class="fa fa-search"></span></span>","searchPlaceholder":"Search...","zeroRecords":"No matching records found","paginate":{"first":"First","last":"Last","next":"Next","previous":"Previous"},"aria":{"sortAscending":" activate to sort column ascending","sortDescending":" activate to sort column descending"}}, discussions_lang: {"discussion_add_comment":"Add comment","discussion_newest":"Newest","discussion_oldest":"Oldest","discussion_attachments":"Attachments","discussion_send":"Send","discussion_reply":"Answer","discussion_edit":"Edit","discussion_edited":"Modified","discussion_you":"You","discussion_save":"Save","discussion_delete":"Delete","discussion_view_all_replies":"Show all replies","discussion_hide_replies":"Hide replies","discussion_no_comments":"No comments","discussion_no_attachments":"No attachments","discussion_attachments_drop":"Drag and drop to upload file"}, }; window.addEventListener('load', function() { custom_fields_hyperlink(); }); </script> <script> /** * @deprecated 2.3.2 * Do not use any of these below as will be removed in future updates. */ var isRTL = 'false'; var calendar_events_limit = "4"; var maximum_allowed_ticket_attachments = "4"; var max_php_ini_upload_size_bytes = "20971520"; var file_exceeds_maxfile_size_in_form = "The uploaded file exceeds the MAX_FILE_SIZE directive that was specified in the HTML form" + ' (20 MB)'; var file_exceeds_max_filesize = "The uploaded file exceeds the upload_max_filesize directive in php.ini" + ' (20 MB)'; var validation_extension_not_allowed = "File extension not allowed"; var sign_document_validation = "Please sign the document."; var dt_length_menu_all = "All"; var drop_files_here_to_upload = "Drop files here to upload"; var browser_not_support_drag_and_drop = "Your browser does not support drag'n'drop file uploads"; var remove_file = "Remove file"; var tables_pagination_limit = "25"; var enable_google_picker = "1"; var google_client_id = "471538130205-fjsjsfvg2ocjdrnv60nhrunfolik40te.apps.googleusercontent.com"; var google_api = "AIzaSyDlvedqWC6b6PsxD3t01eia53UI2IisyaE"; var acceptable_mimes = ".png,.jpg,.pdf,.doc,.docx,.xls,.xlsx,.zip,.rar,.txt,.jfif,.webm,.webp,.mp4, image/png, image/jpeg, application/pdf, application/msword, application/vnd.openxmlformats-officedocument.wordprocessingml.document, application/vnd.ms-excel, application/vnd.openxmlformats-officedocument.spreadsheetml.sheet, application/x-zip, application/x-rar, text/plain, , video/webm, image/webp, video/mp4"; var date_format = "Y-m-d"; var time_format = "24"; var default_view_calendar = "dayGridWeek"; var dt_lang = {"emptyTable":"No entries found","info":"Showing _START_ to _END_ of _TOTAL_ entries","infoEmpty":"Showing 0 to 0 of 0 entries","infoFiltered":"(filtered from _MAX_ total entries)","lengthMenu":"_MENU_","loadingRecords":"Loading...","search":"<div class="input-group"><span class="input-group-addon"><span class="fa fa-search"></span></span>","searchPlaceholder":"Search...","zeroRecords":"No matching records found","paginate":{"first":"First","last":"Last","next":"Next","previous":"Previous"},"aria":{"sortAscending":" activate to sort column ascending","sortDescending":" activate to sort column descending"}}; var discussions_lang = {"discussion_add_comment":"Add comment","discussion_newest":"Newest","discussion_oldest":"Oldest","discussion_attachments":"Attachments","discussion_send":"Send","discussion_reply":"Answer","discussion_edit":"Edit","discussion_edited":"Modified","discussion_you":"You","discussion_save":"Save","discussion_delete":"Delete","discussion_view_all_replies":"Show all replies","discussion_hide_replies":"Hide replies","discussion_no_comments":"No comments","discussion_no_attachments":"No attachments","discussion_attachments_drop":"Drag and drop to upload file"}; var confirm_action_prompt = "Are you sure you want to perform this action?"; var cf_translate_input_link_tip = "Click here to add link"; var locale = 'en'; var timezone = "Europe/London"; var allowed_files = ".png,.jpg,.pdf,.doc,.docx,.xls,.xlsx,.zip,.rar,.txt,.jfif,.webm,.webp,.mp4"; var calendar_first_day = '1'; var months_json = '["January","February","March","April","May","June","July","August","September","October","November","December"]'; </script> <head rel="canonical" href="https://crm.podcator.com/knowledge-base/article/multiplatform-sources-functionality" /></head> <body class="customers mozilla" >
view	<nav aria-label="breadcrumb" class="tw-mb-6"> <ol class="breadcrumb tw-flex tw-items-center tw-flex-wrap tw-gap-2 tw-text-sm tw-mb-0 tw-p-3 tw-bg-neutral-50 tw-rounded-lg tw-border tw-border-neutral-200"> <li class="tw-inline-flex tw-items-center"> <a href="https://crm.podcator.com/" class="tw-text-neutral-500 hover:tw-text-primary tw-transition-colors"> <i class="fa fa-home"></i> </a> </li> <li class="tw-inline-flex tw-items-center"> <i class="fa fa-chevron-right tw-mx-2 tw-text-neutral-400 tw-text-xs"></i> <a href="https://crm.podcator.com/knowledge-base" class="tw-text-neutral-600 hover:tw-text-primary tw-transition-colors tw-font-medium"> Knowledge Base </a> </li> <li class="tw-inline-flex tw-items-center"> <i class="fa fa-chevron-right tw-mx-2 tw-text-neutral-400 tw-text-xs"></i> <a href="https://crm.podcator.com/knowledge-base/category/basics" class="tw-text-neutral-600 hover:tw-text-primary tw-transition-colors tw-font-medium"> Basics </a> </li> <li class="tw-inline-flex tw-items-center"> <i class="fa fa-chevron-right tw-mx-2 tw-text-neutral-400 tw-text-xs"></i> <span class="tw-text-neutral-900 tw-font-semibold">Multiplatform sources functionality</span> </li> </ol> </nav> <div class="section-knowledge-base"> <div class="row"> <div class="col-md-8"> <div class="panel_s"> <div class="panel-body"> <h1 class="tw-mt-0 tw-mb-4 kb-article-single-heading tw-font-semibold tw-text-2xl tw-text-neutral-700"> Multiplatform sources functionality </h1> <div class="tw-flex tw-flex-wrap tw-items-center tw-gap-4 tw-mb-6 tw-pb-4 tw-border-b tw-border-neutral-200"> <div class="tw-flex tw-items-center tw-text-sm tw-text-neutral-600 tw-bg-neutral-50 tw-px-3 tw-py-1.5 tw-rounded-full"> <i class="fa fa-calendar tw-mr-2 tw-text-neutral-400"></i> <span class="tw-font-medium">Published: 2025-09-16 15:56:27</span> </div> <div class="tw-flex tw-items-center tw-text-sm tw-text-neutral-600 tw-bg-neutral-50 tw-px-3 tw-py-1.5 tw-rounded-full"> <i class="fa fa-eye tw-mr-2 tw-text-neutral-400"></i> <span class="tw-font-medium">55 Views</span> </div> <div class="tw-flex tw-items-center tw-text-sm"> <span class="badge tw-bg-primary/10 tw-text-primary tw-px-3 tw-py-1.5 tw-font-medium"> <i class="fa fa-folder tw-mr-1"></i>Basics </span> </div> </div> <div class="tc-content kb-article-content tw-text-neutral-700 tw-mb-6"> <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">Multiplatform sources functionality</span></p> <p style="text-align:center;"><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></p> <p><strong>Setup-> Multi platform-> Source mapping</strong><br>On this page you will be able to choose the platform where the trading account is created<br>In the case if there is nothing in the field in the Platform field, the default platform will be chosen.</p> <p><img src="https://crm.podcator.com/media/a/victor-support/250917-174436.png" alt=""><img src="https://crm.podcator.com/media/victor-support/250917-174436.png" width="312" height="202" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <p style="text-align:center;"><br><span style="color:#3366ff;"><strong>Changing Default Platform</strong></span></p> <p>You can find where to change the default platform here:<br><strong>Setup->Multi Platform->Manage Platform Options->Set as Default</strong></p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/250918-121959.png" width="960" height="429" alt=""><br><span style="color:#3366ff;"><strong>How to filter by Brand</strong></span></p> <p><strong>Leads-> Brand</strong><br>What's the difference between the "Lead Source" and "Brand" filters?<br>Filtering by "<strong>Lead Source</strong>": will allow you to choose the Lead Source on current CRM.<br>Filtering by "<strong>Brand</strong>" will show you leads with sources related to the platform.</p> <p><br>For example, if Source1 and Source2 are connected to Platform1, filtering by brand Platform1 will show all leads with Source1 and Source2.<br>This is useful for users who may not know or remember which source is connected to which brand.</p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/250917-174847.png" width="913" height="312" alt=""></p> <p style="text-align:center;"><span style="color:#3366ff;"><strong>API management</strong></span></p> <p style="text-align:left;"><strong>API-> API management</strong><br>The functionality stays the same, the API will be still defined by the source, which will be defined by the selected platform.</p> <p style="text-align:left;"></p> <p style="text-align:center;"><span style="color:#3366ff;"><b>Choosing the source from your website</b></span></p> <p><strong>Setup-> Leads-> Web to lead-> Registration-> General-> Source (Choose the source) -> Submit</strong><br>This will ensure that the settings for one platform were set. This particular source (e.g "Google") will be sent to Platform 1.</p> <p><img src="https://crm.podcator.com/media/victor-support/250918-105543.png" width="893" height="456" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <p style="text-align:center;"><span style="color:#3366ff;"><strong>Choosing proper platform for the redirect from the website</strong></span></p> <p>The proper platform can be chosen in: <br><strong>Setup-> Leads-> Web to lead-> Registration-> General-> Submission-> Redirect to another website-> Website URL-> Insert your platform URL-> Submit</strong></p> <p><strong><img src="https://crm.podcator.com/media/victor-support/250918-105717.png" width="904" height="404" alt="" style="display:block;margin-left:auto;margin-right:auto;"></strong></p> <p>To allow another source being attached to another Platform 2, ensure to save the previous source as was described above. Then repeat the action, choosing new source, submitting, and then inserting another app URL.</p> </div> <hr class="hr-panel-separator tw-my-6" /> <div class="tw-mt-6 tw-pt-6 tw-border-t tw-border-neutral-200"> <h4 class="tw-font-semibold tw-text-lg tw-mb-4"> Did you find this article useful? </h4> <div class="tw-mb-4 tw-p-3 tw-bg-neutral-50 tw-rounded-lg tw-border tw-border-neutral-200"> <div class="tw-flex tw-items-center tw-justify-between"> <div class="tw-flex tw-items-center"> <div class="tw-w-12 tw-h-12 tw-rounded-full tw-bg-green-100 tw-flex tw-items-center tw-justify-center tw-mr-3"> <i class="fa fa-thumbs-up tw-text-green-600"></i> </div> <div> <div class="tw-text-sm tw-font-semibold tw-text-neutral-700"> 50.0% found_this_helpful </div> <div class="tw-text-xs tw-text-neutral-500"> 2 Votes </div> </div> </div> </div> </div> <div class="answer_response tw-mb-3 tw-text-sm tw-text-neutral-500"></div> <div class="btn-group article_useful_buttons tw-flex tw-gap-2" role="group"> <button type="button" data-answer="1" class="btn btn-success tw-px-6 tw-py-2 tw-font-medium hover:tw-bg-green-600 tw-transition-colors"> <i class="fa fa-thumbs-up tw-mr-2"></i>Yes </button> <input type="hidden" name="articleid" value="352"> <button type="button" data-answer="0" class="btn btn-danger tw-px-6 tw-py-2 tw-font-medium hover:tw-bg-red-600 tw-transition-colors"> <i class="fa fa-thumbs-down tw-mr-2"></i>No </button> </div> </div> </div> </div> </div> <div class="col-md-4"> <div class="panel_s tw-border tw-border-neutral-200 tw-rounded tw-shadow-sm"> <div class="panel-body"> <h4 class="kb-related-heading tw-font-semibold tw-text-lg tw-text-neutral-700 tw-mt-0 tw-mb-4 tw-pb-3 tw-border-b tw-border-neutral-200"> <i class="fa fa-link tw-mr-2 tw-text-primary"></i>Related Articles </h4> <ul class="articles_list tw-divide-y tw-divide-neutral-200 tw-divide-solid tw-space-y-0"> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/what-is-nanza-aggregator" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> What is Nanza Aggregator </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> What is Nanza Aggregator? Nanza Aggregator is an all-in-one platform designed to streamline and enha... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/get-started-with-nanza" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> Get Started with Nanza </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> In this article, we'll explain how you can start with Nanza.We'll cover everything you need to know ... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/setting-up-roles" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> Setting up roles </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> Understanding and Setting Up Roles ON THE CRM What Are Roles? Roles are a fundamental security and o... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/nanza-shield" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> What is Nanza Shield? </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> Nanza Shield is incredibly easy to use and can be customized to meet your specific security needs.Ou... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/basic-platform-settings" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> Basic platform settings </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> ON THE PLATFORM How to open a trade? 1. Press the "+" button at the top. 2. Enter the asset y... </p> </li> </ul> </div> </div> </div> </div> </div>
footer	<footer class="footer"> <div class="container"> <div class="row"> <div class="col-md-12 text-center"> <span class="copyright-footer">2026 Copyright NfinX </span> </div> </div> </div> </footer>
scripts

__ci_last_regenerate	1767779887

app-config.php
application/config/app-config.php

autoload.php
application/config/autoload.php

config.php
application/config/config.php

constants.php
application/config/constants.php

database.php
application/config/database.php

email.php
application/config/email.php

hooks.php
application/config/hooks.php

migration.php
application/config/migration.php

mimes.php
application/config/mimes.php

my_hooks.php
application/config/my_hooks.php

my_routes.php
application/config/my_routes.php

profiler.php
application/config/profiler.php

routes.php
application/config/routes.php

user_agents.php
application/config/user_agents.php

Knowledge_base.php
application/controllers/Knowledge_base.php

App_Controller.php
application/core/App_Controller.php

App_Input.php
application/core/App_Input.php

App_Lang.php
application/core/App_Lang.php

App_Loader.php
application/core/App_Loader.php

App_Model.php
application/core/App_Model.php

App_Router.php
application/core/App_Router.php

App_Security.php
application/core/App_Security.php

ClientsController.php
application/core/ClientsController.php

admin_helper.php
application/helpers/admin_helper.php

assets_helper.php
application/helpers/assets_helper.php

clients_helper.php
application/helpers/clients_helper.php

contracts_helper.php
application/helpers/contracts_helper.php

core_hooks_helper.php
application/helpers/core_hooks_helper.php

countries_helper.php
application/helpers/countries_helper.php

credit_notes_helper.php
application/helpers/credit_notes_helper.php

custom_fields_helper.php
application/helpers/custom_fields_helper.php

database_helper.php
application/helpers/database_helper.php

datatables_helper.php
application/helpers/datatables_helper.php

departments_helper.php
application/helpers/departments_helper.php

deprecated_helper.php
application/helpers/deprecated_helper.php

email_templates_helper.php
application/helpers/email_templates_helper.php

emails_tracking_helper.php
application/helpers/emails_tracking_helper.php

estimates_helper.php
application/helpers/estimates_helper.php

fields_helper.php
application/helpers/fields_helper.php

files_helper.php
application/helpers/files_helper.php

func_helper.php
application/helpers/func_helper.php

gdpr_helper.php
application/helpers/gdpr_helper.php

general_helper.php
application/helpers/general_helper.php

invoices_helper.php
application/helpers/invoices_helper.php

leads_helper.php
application/helpers/leads_helper.php

media_selection_helper.php
application/helpers/media_selection_helper.php

menu_helper.php
application/helpers/menu_helper.php

misc_helper.php
application/helpers/misc_helper.php

modules_helper.php
application/helpers/modules_helper.php

nanzaf_helper.php
application/helpers/nanzaf_helper.php

payment_gateways_helper.php
application/helpers/payment_gateways_helper.php

pdf_helper.php
application/helpers/pdf_helper.php

pre_query_data_formatters_helper.php
application/helpers/pre_query_data_formatters_helper.php

projects_helper.php
application/helpers/projects_helper.php

proposals_helper.php
application/helpers/proposals_helper.php

relation_helper.php
application/helpers/relation_helper.php

sales_helper.php
application/helpers/sales_helper.php

settings_helper.php
application/helpers/settings_helper.php

sms_helper.php
application/helpers/sms_helper.php

staff_helper.php
application/helpers/staff_helper.php

subscriptions_helper.php
application/helpers/subscriptions_helper.php

tags_helper.php
application/helpers/tags_helper.php

tasks_helper.php
application/helpers/tasks_helper.php

template_helper.php
application/helpers/template_helper.php

themes_helper.php
application/helpers/themes_helper.php

tickets_helper.php
application/helpers/tickets_helper.php

upload_helper.php
application/helpers/upload_helper.php

user_meta_helper.php
application/helpers/user_meta_helper.php

widgets_helper.php
application/helpers/widgets_helper.php

worker_helper.php
application/helpers/worker_helper.php

App_Autoloader.php
application/hooks/App_Autoloader.php

EnhanceSecurity.php
application/hooks/EnhanceSecurity.php

InitHook.php
application/hooks/InitHook.php

InitModules.php
application/hooks/InitModules.php

english_lang.php
application/language/english/english_lang.php

App.php
application/libraries/App.php

App_Email.php
application/libraries/App_Email.php

App_Form_validation.php
application/libraries/App_Form_validation.php

App_clients_area_constructor.php
application/libraries/App_clients_area_constructor.php

App_mailer.php
application/libraries/App_mailer.php

App_menu.php
application/libraries/App_menu.php

App_module_migration.php
application/libraries/App_module_migration.php

App_modules.php
application/libraries/App_modules.php

App_object_cache.php
application/libraries/App_object_cache.php

App_tabs.php
application/libraries/App_tabs.php

App_Session.php
application/libraries/Session/App_Session.php

App_assets.php
application/libraries/assets/App_assets.php

App_css.php
application/libraries/assets/App_css.php

App_scripts.php
application/libraries/assets/App_scripts.php

App_gateway.php
application/libraries/gateways/App_gateway.php

Authorize_acceptjs_gateway.php
application/libraries/gateways/Authorize_acceptjs_gateway.php

Ezipay_gateway.php
application/libraries/gateways/Ezipay_gateway.php

Instamojo_gateway.php
application/libraries/gateways/Instamojo_gateway.php

Mollie_gateway.php
application/libraries/gateways/Mollie_gateway.php

Payeasy_gateway.php
application/libraries/gateways/Payeasy_gateway.php

Paypal_braintree_gateway.php
application/libraries/gateways/Paypal_braintree_gateway.php

Paypal_checkout_gateway.php
application/libraries/gateways/Paypal_checkout_gateway.php

Paypal_gateway.php
application/libraries/gateways/Paypal_gateway.php

Payu_money_gateway.php
application/libraries/gateways/Payu_money_gateway.php

Stripe_gateway.php
application/libraries/gateways/Stripe_gateway.php

Stripe_ideal_gateway.php
application/libraries/gateways/Stripe_ideal_gateway.php

Two_checkout_gateway.php
application/libraries/gateways/Two_checkout_gateway.php

App_mail_template.php
application/libraries/mails/App_mail_template.php

App_merge_fields.php
application/libraries/merge_fields/App_merge_fields.php

App_sms.php
application/libraries/sms/App_sms.php

Sms_clickatell.php
application/libraries/sms/Sms_clickatell.php

Sms_msg91.php
application/libraries/sms/Sms_msg91.php

Sms_twilio.php
application/libraries/sms/Sms_twilio.php

Announcements_model.php
application/models/Announcements_model.php

Authentication_model.php
application/models/Authentication_model.php

Client_groups_model.php
application/models/Client_groups_model.php

Client_statuses_model.php
application/models/Client_statuses_model.php

Client_vault_entries_model.php
application/models/Client_vault_entries_model.php

Clients_model.php
application/models/Clients_model.php

Contract_types_model.php
application/models/Contract_types_model.php

Contracts_model.php
application/models/Contracts_model.php

Currencies_model.php
application/models/Currencies_model.php

Departments_model.php
application/models/Departments_model.php

Estimates_model.php
application/models/Estimates_model.php

Invoices_model.php
application/models/Invoices_model.php

Knowledge_base_model.php
application/models/Knowledge_base_model.php

Misc_model.php
application/models/Misc_model.php

Projects_model.php
application/models/Projects_model.php

Proposals_model.php
application/models/Proposals_model.php

Roles_model.php
application/models/Roles_model.php

Staff_model.php
application/models/Staff_model.php

Statement_model.php
application/models/Statement_model.php

Tasks_model.php
application/models/Tasks_model.php

Tickets_model.php
application/models/Tickets_model.php

User_autologin.php
application/models/User_autologin.php

ViewsTracking.php
application/services/ViewsTracking.php

Arr.php
application/services/utilities/Arr.php

Locale.php
application/services/utilities/Locale.php

Ci.php
application/third_party/MX/Ci.php

Config.php
application/third_party/MX/Config.php

Lang.php
application/third_party/MX/Lang.php

Loader.php
application/third_party/MX/Loader.php

Modules.php
application/third_party/MX/Modules.php

Router.php
application/third_party/MX/Router.php

action_hooks.php
application/third_party/action_hooks.php

Console.php
application/third_party/codeigniter-forensics/libraries/Console.php

Profiler.php
application/third_party/codeigniter-forensics/libraries/Profiler.php

autoload.php
application/vendor/autoload.php

php-hooks.php
application/vendor/bainternet/php-hooks/php-hooks.php

functions.php
application/vendor/clue/stream-filter/src/functions.php

functions_include.php
application/vendor/clue/stream-filter/src/functions_include.php

ClassLoader.php
application/vendor/composer/ClassLoader.php

autoload_real.php
application/vendor/composer/autoload_real.php

autoload_static.php
application/vendor/composer/autoload_static.php

platform_check.php
application/vendor/composer/platform_check.php

HTMLPurifier.composer.php
application/vendor/ezyang/htmlpurifier/library/HTMLPurifier.composer.php

Client.php
application/vendor/guzzlehttp/guzzle/src/Client.php

ClientInterface.php
application/vendor/guzzlehttp/guzzle/src/ClientInterface.php

ClientTrait.php
application/vendor/guzzlehttp/guzzle/src/ClientTrait.php

CurlFactory.php
application/vendor/guzzlehttp/guzzle/src/Handler/CurlFactory.php

CurlFactoryInterface.php
application/vendor/guzzlehttp/guzzle/src/Handler/CurlFactoryInterface.php

CurlHandler.php
application/vendor/guzzlehttp/guzzle/src/Handler/CurlHandler.php

CurlMultiHandler.php
application/vendor/guzzlehttp/guzzle/src/Handler/CurlMultiHandler.php

Proxy.php
application/vendor/guzzlehttp/guzzle/src/Handler/Proxy.php

StreamHandler.php
application/vendor/guzzlehttp/guzzle/src/Handler/StreamHandler.php

HandlerStack.php
application/vendor/guzzlehttp/guzzle/src/HandlerStack.php

Middleware.php
application/vendor/guzzlehttp/guzzle/src/Middleware.php

RedirectMiddleware.php
application/vendor/guzzlehttp/guzzle/src/RedirectMiddleware.php

Utils.php
application/vendor/guzzlehttp/guzzle/src/Utils.php

functions.php
application/vendor/guzzlehttp/guzzle/src/functions.php

functions_include.php
application/vendor/guzzlehttp/guzzle/src/functions_include.php

functions.php
application/vendor/illuminate/collections/functions.php

helpers.php
application/vendor/illuminate/collections/helpers.php

functions.php
application/vendor/illuminate/events/functions.php

helpers.php
application/vendor/illuminate/reflection/helpers.php

functions.php
application/vendor/illuminate/support/functions.php

helpers.php
application/vendor/illuminate/support/helpers.php

GrantFactory.php
application/vendor/league/oauth2-client/src/Grant/GrantFactory.php

OptionProviderInterface.php
application/vendor/league/oauth2-client/src/OptionProvider/OptionProviderInterface.php

PostAuthOptionProvider.php
application/vendor/league/oauth2-client/src/OptionProvider/PostAuthOptionProvider.php

AbstractProvider.php
application/vendor/league/oauth2-client/src/Provider/AbstractProvider.php

ArrayAccessorTrait.php
application/vendor/league/oauth2-client/src/Tool/ArrayAccessorTrait.php

BearerAuthorizationTrait.php
application/vendor/league/oauth2-client/src/Tool/BearerAuthorizationTrait.php

GuardedPropertyTrait.php
application/vendor/league/oauth2-client/src/Tool/GuardedPropertyTrait.php

QueryBuilderTrait.php
application/vendor/league/oauth2-client/src/Tool/QueryBuilderTrait.php

RequestFactory.php
application/vendor/league/oauth2-client/src/Tool/RequestFactory.php

Google.php
application/vendor/league/oauth2-google/src/Provider/Google.php

Encoding.php
application/vendor/neitanod/forceutf8/src/ForceUTF8/Encoding.php

autoload.php
application/vendor/paragonie/sodium_compat/autoload.php

php84compat.php
application/vendor/paragonie/sodium_compat/lib/php84compat.php

php84compat_const.php
application/vendor/paragonie/sodium_compat/lib/php84compat_const.php

ristretto255.php
application/vendor/paragonie/sodium_compat/lib/ristretto255.php

stream-xchacha20.php
application/vendor/paragonie/sodium_compat/lib/stream-xchacha20.php

Compat.php
application/vendor/paragonie/sodium_compat/src/Compat.php

Util.php
application/vendor/paragonie/sodium_compat/src/Core/Util.php

File.php
application/vendor/paragonie/sodium_compat/src/File.php

filters.php
application/vendor/php-http/message/src/filters.php

OAuth.php
application/vendor/phpmailer/phpmailer/src/OAuth.php

OAuthTokenProvider.php
application/vendor/phpmailer/phpmailer/src/OAuthTokenProvider.php

PHPMailer.php
application/vendor/phpmailer/phpmailer/src/PHPMailer.php

ClientInterface.php
application/vendor/psr/http-client/src/ClientInterface.php

getallheaders.php
application/vendor/ralouphie/getallheaders/src/getallheaders.php

now.php
application/vendor/symfony/clock/Resources/now.php

function.php
application/vendor/symfony/deprecation-contracts/function.php

bootstrap.php
application/vendor/symfony/polyfill-iconv/bootstrap.php

bootstrap.php
application/vendor/symfony/polyfill-mbstring/bootstrap.php

bootstrap80.php
application/vendor/symfony/polyfill-mbstring/bootstrap80.php

bootstrap.php
application/vendor/symfony/polyfill-php83/bootstrap.php

bootstrap.php
application/vendor/symfony/polyfill-php84/bootstrap.php

bootstrap82.php
application/vendor/symfony/polyfill-php84/bootstrap82.php

bootstrap.php
application/vendor/symfony/polyfill-php85/bootstrap.php

functions.php
application/vendor/symfony/translation/Resources/functions.php

footer.php
application/views/themes/perfex/footer.php

functions.php
application/views/themes/perfex/functions.php

head.php
application/views/themes/perfex/head.php

index.php
application/views/themes/perfex/index.php

alerts.php
application/views/themes/perfex/template_parts/alerts.php

breadcrumbs.php
application/views/themes/perfex/template_parts/knowledge_base/breadcrumbs.php

search.php
application/views/themes/perfex/template_parts/knowledge_base/search.php

navigation.php
application/views/themes/perfex/template_parts/navigation.php

knowledge_base_article.php
application/views/themes/perfex/views/knowledge_base_article.php

index.php
index.php

account_management_advancements.php
modules/account_management_advancements/account_management_advancements.php

account_management_advancements_helper.php
modules/account_management_advancements/helpers/account_management_advancements_helper.php

migration_log_helper.php
modules/account_management_advancements/helpers/migration_log_helper.php

account_management_advancements_lang.php
modules/account_management_advancements/language/english/account_management_advancements_lang.php

my_routes.php
modules/affiliate_management/config/my_routes.php

my_saas.php
modules/affiliate_management/config/my_saas.php

api.php
modules/api/api.php

api_helper.php
modules/api/helpers/api_helper.php

LeadHooks.php
modules/api/hooks/LeadHooks.php

api_lang.php
modules/api/language/english/api_lang.php

Api_aeiou.php
modules/api/libraries/Api_aeiou.php

autoload.php
modules/api/vendor2/autoload.php

autoload_real.php
modules/api/vendor2/composer/autoload_real.php

autoload_static.php
modules/api/vendor2/composer/autoload_static.php

platform_check.php
modules/api/vendor2/composer/platform_check.php

appointments.php
modules/appointments/appointments.php

csrf_exclude_uris.php
modules/appointments/config/csrf_exclude_uris.php

appointments_google_helper.php
modules/appointments/helpers/appointments_google_helper.php

appointments_helper.php
modules/appointments/helpers/appointments_helper.php

appointments_lang.php
modules/appointments/language/english/appointments_lang.php

automation_manager.php
modules/automation_manager/automation_manager.php

automation_helper.php
modules/automation_manager/helpers/automation_helper.php

automation_manager_lang.php
modules/automation_manager/language/english/automation_manager_lang.php

backup.php
modules/backup/backup.php

backup_lang.php
modules/backup/language/english/backup_lang.php

autoload.php
modules/backup/vendor/autoload.php

autoload_real.php
modules/backup/vendor/composer/autoload_real.php

autoload_static.php
modules/backup/vendor/composer/autoload_static.php

platform_check.php
modules/backup/vendor/composer/platform_check.php

click2call.php
modules/click2call/click2call.php

click2call_helper.php
modules/click2call/helpers/click2call_helper.php

click2call_lang.php
modules/click2call/language/english/click2call_lang.php

datapulse.php
modules/datapulse/datapulse.php

datapulse_helper.php
modules/datapulse/helpers/datapulse_helper.php

datapulse_lang.php
modules/datapulse/language/english/datapulse_lang.php

domain_manager.php
modules/domain_manager/domain_manager.php

domain_manager_helper.php
modules/domain_manager/helpers/domain_manager_helper.php

domain_manager_lang.php
modules/domain_manager/language/english/domain_manager_lang.php

goals.php
modules/goals/goals.php

goals_helper.php
modules/goals/helpers/goals_helper.php

goals_lang.php
modules/goals/language/english/goals_lang.php

lawyers_helper.php
modules/lawyers/helpers/lawyers_helper.php

lawyers_lang.php
modules/lawyers/language/english/lawyers_lang.php

lawyers.php
modules/lawyers/lawyers.php

csrf_exclude_uris.php
modules/lead_manager/config/csrf_exclude_uris.php

lead_manager_helper.php
modules/lead_manager/helpers/lead_manager_helper.php

lead_manager_lang.php
modules/lead_manager/language/english/lead_manager_lang.php

lead_manager.php
modules/lead_manager/lead_manager.php

Ma_helper.php
modules/ma/helpers/Ma_helper.php

ma_lang.php
modules/ma/language/english/ma_lang.php

ma.php
modules/ma/ma.php

Apiinit.php
modules/mailbox/core/Apiinit.php

mailbox_helper.php
modules/mailbox/helpers/mailbox_helper.php

mailbox_lang.php
modules/mailbox/language/english/mailbox_lang.php

Mailbox_aeiou.php
modules/mailbox/libraries/Mailbox_aeiou.php

mailbox.php
modules/mailbox/mailbox.php

autoload.php
modules/mailbox/vendor/autoload.php

autoload_real.php
modules/mailbox/vendor/composer/autoload_real.php

autoload_static.php
modules/mailbox/vendor/composer/autoload_static.php

Deprecated.php
modules/mailbox/vendor/rmccue/requests/library/Deprecated.php

Autoload.php
modules/mailbox/vendor/rmccue/requests/src/Autoload.php

menu_setup_helper.php
modules/menu_setup/helpers/menu_setup_helper.php

menu_setup_lang.php
modules/menu_setup/language/english/menu_setup_lang.php

menu_setup.php
modules/menu_setup/menu_setup.php

nanza_helper.php
modules/nanza/helpers/nanza_helper.php

register_dashboard_widgets.php
modules/nanza/hooks/register_dashboard_widgets.php

staff_model_hooks.php
modules/nanza/hooks/staff_model_hooks.php

staff_notifications_tab.php
modules/nanza/hooks/staff_notifications_tab.php

nanza_lang.php
modules/nanza/language/english/nanza_lang.php

App_Notifications_Sync_Service.php
modules/nanza/libraries/App_Notifications_Sync_Service.php

nanza.php
modules/nanza/nanza.php

nanzai_context_helper.php
modules/nanzai/helpers/nanzai_context_helper.php

nanzai_crm_helper.php
modules/nanzai/helpers/nanzai_crm_helper.php

nanzai_function_calling_helper.php
modules/nanzai/helpers/nanzai_function_calling_helper.php

nanzai_helper.php
modules/nanzai/helpers/nanzai_helper.php

nanzai_provider_helper.php
modules/nanzai/helpers/nanzai_provider_helper.php

nanzai_crm_hooks.php
modules/nanzai/hooks/nanzai_crm_hooks.php

nanzai_lang.php
modules/nanzai/language/english/nanzai_lang.php

Anthropic.php
modules/nanzai/libraries/Anthropic.php

Mistral.php
modules/nanzai/libraries/Mistral.php

OpenAI.php
modules/nanzai/libraries/OpenAI.php

nanzai.php
modules/nanzai/nanzai.php

notes.php
modules/notes/notes.php

perfshield_helper.php
modules/perfshield/helpers/perfshield_helper.php

perfshield_login_protection_helper.php
modules/perfshield/helpers/perfshield_login_protection_helper.php

session_tracking.php
modules/perfshield/hooks/session_tracking.php

email_templates.php
modules/perfshield/includes/email_templates.php

sidebar_menu_links.php
modules/perfshield/includes/sidebar_menu_links.php

perfshield_lang.php
modules/perfshield/language/english/perfshield_lang.php

Perfshield_aeiou.php
modules/perfshield/libraries/Perfshield_aeiou.php

Perfshield_login_protection_model.php
modules/perfshield/models/Perfshield_login_protection_model.php

perfshield.php
modules/perfshield/perfshield.php

autoload.php
modules/perfshield/vendor/autoload.php

autoload_real.php
modules/perfshield/vendor/composer/autoload_real.php

autoload_static.php
modules/perfshield/vendor/composer/autoload_static.php

platform_check.php
modules/perfshield/vendor/composer/platform_check.php

prchat_helper.php
modules/prchat/helpers/prchat_helper.php

prchat_security_helper.php
modules/prchat/helpers/prchat_security_helper.php

chat_lang.php
modules/prchat/language/english/chat_lang.php

prchat.php
modules/prchat/prchat.php

si_lead_filters_helper.php
modules/si_lead_filters/helpers/si_lead_filters_helper.php

si_lead_filters_lang.php
modules/si_lead_filters/language/english/si_lead_filters_lang.php

Si_lead_filter_model.php
modules/si_lead_filters/models/Si_lead_filter_model.php

si_lead_filters.php
modules/si_lead_filters/si_lead_filters.php

csrf_exclude_uris.php
modules/tour_guide/config/csrf_exclude_uris.php

HTMLPurifier.standalone.php
modules/tour_guide/vendor2/ankabit/tour-guide/src/Libraries/HTMLPurifier/HTMLPurifier.standalone.php

common.php
modules/tour_guide/vendor2/ankabit/tour-guide/src/common.php

autoload.php
modules/tour_guide/vendor2/autoload.php

autoload_real.php
modules/tour_guide/vendor2/composer/autoload_real.php

autoload_static.php
modules/tour_guide/vendor2/composer/autoload_static.php

csrf_exclude_uris.php
modules/whatsapp/config/csrf_exclude_uris.php

csrf_exclude_uris.php
modules/whatsbot/config/csrf_exclude_uris.php

Benchmark.php
system/core/Benchmark.php

CodeIgniter.php
system/core/CodeIgniter.php

Common.php
system/core/Common.php

Config.php
system/core/Config.php

Controller.php
system/core/Controller.php

Exceptions.php
system/core/Exceptions.php

Hooks.php
system/core/Hooks.php

Input.php
system/core/Input.php

Lang.php
system/core/Lang.php

Loader.php
system/core/Loader.php

Log.php
system/core/Log.php

Model.php
system/core/Model.php

Output.php
system/core/Output.php

Router.php
system/core/Router.php

Security.php
system/core/Security.php

URI.php
system/core/URI.php

Utf8.php
system/core/Utf8.php

hash.php
system/core/compat/hash.php

mbstring.php
system/core/compat/mbstring.php

password.php
system/core/compat/password.php

standard.php
system/core/compat/standard.php

DB.php
system/database/DB.php

DB_driver.php
system/database/DB_driver.php

DB_query_builder.php
system/database/DB_query_builder.php

DB_result.php
system/database/DB_result.php

mysqli_driver.php
system/database/drivers/mysqli/mysqli_driver.php

mysqli_result.php
system/database/drivers/mysqli/mysqli_result.php

cookie_helper.php
system/helpers/cookie_helper.php

directory_helper.php
system/helpers/directory_helper.php

email_helper.php
system/helpers/email_helper.php

file_helper.php
system/helpers/file_helper.php

form_helper.php
system/helpers/form_helper.php

html_helper.php
system/helpers/html_helper.php

language_helper.php
system/helpers/language_helper.php

text_helper.php
system/helpers/text_helper.php

url_helper.php
system/helpers/url_helper.php

profiler_lang.php
system/language/english/profiler_lang.php

Driver.php
system/libraries/Driver.php

Email.php
system/libraries/Email.php

Encryption.php
system/libraries/Encryption.php

Form_validation.php
system/libraries/Form_validation.php

Image_lib.php
system/libraries/Image_lib.php

Session.php
system/libraries/Session/Session.php

Session_driver.php
system/libraries/Session/Session_driver.php

Session_redis_driver.php
system/libraries/Session/drivers/Session_redis_driver.php

User_agent.php
system/libraries/User_agent.php

Loading Time: Base Classes	0.0775
Controller Execution Time ( Knowledge Base / Article )	0.5055
Total Execution Time	0.5837

HTTP_ACCEPT	/
HTTP_USER_AGENT	Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)
HTTP_CONNECTION
SERVER_PORT	443
SERVER_NAME	crm.podcator.com
REMOTE_ADDR	216.73.216.105
SERVER_SOFTWARE	Apache
HTTP_ACCEPT_LANGUAGE
SCRIPT_NAME	/index.php
REQUEST_METHOD	GET
HTTP_HOST
REMOTE_HOST
CONTENT_TYPE
SERVER_PROTOCOL	HTTP/2.0
QUERY_STRING
HTTP_ACCEPT_ENCODING	gzip, br, zstd, deflate
HTTP_X_FORWARDED_FOR

base_url	https://crm.podcator.com
index_page
uri_protocol	AUTO
url_suffix
language
charset	UTF-8
enable_hooks	1
subclass_prefix	App_
composer_autoload	1
permitted_uri_chars	a-z 0-9~%.:_\-@
allow_get_array	1
enable_query_strings
controller_trigger	c
function_trigger	m
directory_trigger	d
log_threshold	1
log_path
log_file_extension
log_file_permissions	420
log_date_format	Y-m-d H:i:s
error_views_path
cache_path
cache_query_string
encryption_key	6d64dbacfbe40e05510793b258fc3d10
sess_driver	redis
sess_cookie_name	sp_session
sess_expiration	28800
sess_save_path	tcp://127.0.0.1:6379?timeout=5
sess_match_ip
sess_time_to_update	300
sess_regenerate_destroy	1
sess_cookie_samesite	Lax
cookie_prefix
cookie_domain
cookie_path	/
cookie_secure
cookie_httponly
standardize_newlines
global_xss_filtering	1
csrf_protection	1
csrf_token_name	csrf_token_name
csrf_cookie_name	csrf_cookie_name
csrf_expire	3660
csrf_regenerate
csrf_exclude_uris	Array ( [0] => forms/wtl/[0-9a-z]+ [1] => forms/ticket [2] => forms/quote/[0-9a-z]+ [3] => admin/tasks/timer_tracking [4] => api\/.+ [5] => nanza/webhooks/register [6] => admin/nanza/webhooks/login_notification [7] => api/leads [8] => api/leads/notes [9] => admin/nanza/dialer/get_data [10] => admin/nanza/dialer/squaretalk [11] => nanza/client [12] => nanza/client/user_data [13] => admin/nanza/withdrawal/balances/\d+ [14] => admin/nanza/orders/copy_order/\d+ [15] => admin/nanza/orders/create_order [16] => admin/nanza/admin/edit_settings [17] => admin/nanza/cfd/get_cfd_instruments_info [18] => admin/nanza/cfd/edit_cfd_position/\d+ [19] => admin/nanza/cfd/copy_cfd_position/\d+ [20] => admin/nanza/cfd/cfd_positions [21] => admin/nanza/cfd/upload_cfd_positions/\d+ [22] => admin/leads/export_leads [23] => admin/leads/delete [24] => admin/leads/update_columns_order [25] => ma/ma_forms/wtl/[0-9a-z]+/[0-9a-z]+admin/nanza/cfd/bulk_action [26] => admin/traders/summary/[0-9]+ [27] => admin/traders/create_withdrawal [28] => admin/traders/send_withdrawal [29] => prchat/Prchat_ClientsController/pusherCustomersAuthApp [30] => prchat/Prchat_ClientsController/initClientChat [31] => prchat/Prchat_ClientsController/updateClientUnreadMessages [32] => admin/traders/send_withdrawal [33] => admin/notes/save_note [34] => admin/nanza/margin_positions [35] => admin/nanza/orders [36] => admin/nanza/withdrawal [37] => admin/nanza/kyc_dashboard [38] => admin/traders/get_auto_login_url [39] => admin/traders/get_total_deposit )
compress_output
time_reference	local
rewrite_short_tags
proxy_ips
modules_locations	Array ( [/home/podcator/domains/crm.podcator.com/public_html/modules/] => ../../modules/ )
migration_enabled
migration_type	sequential
migration_table	migrations
migration_auto_latest
migration_version	305
migration_path	/home/podcator/domains/crm.podcator.com/public_html/application/migrations/

Search Knowledge Base Articles

Multiplatform sources functionality

Did you find this article useful?

Console

Memory Usage

Benchmarks

Queries

Eloquent

VIEW DATA

SESSION USER DATA

GET DATA

POST DATA

URI STRING

CLASS/METHOD

HTTP HEADERS

CONFIG VARIABLES

Loaded Files