Open trading account/convert to traders

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    [slug] => open-trading-account-convert-to-traders
    [articleid] => 58
    [articlegroup] => 2
    [subject] => Open trading account/convert to traders
    [description] => <p style="text-align:center;"><video width="512" height="329" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Open%20Trading%20Account%20And%20Convert%20To%20Trader%20Final%20Compressed.mp4" type="video/mp4"></video></p>
<hr>
<p style="text-align:center;"><span style="color:#ff0000;"><strong><span style="font-size:18pt;">IN THE CRM</span></strong></span></p>
<hr>
<p style="text-align:center;">1. First, <span style="color:#0000ff;"><strong>open the lead</strong></span>. (Need help? See the <a href="https://crm.podcator.com/knowledge-base/article/creating-a-lead"><span style="color:#0000ff;">Creating a Lead</span></a>&#160;tutorial). Or go to <span style="color:#0000ff;"><strong>Leads</strong></span>, and select the user from the list.</p>
<hr>
<p><img src="https://crm.podcator.com/media/lana-demo/250716-211959.png" width="283" height="250" alt="" style="display:block;margin-left:auto;margin-right:auto;"><span style="font-size:12pt;"></span></p>
<hr>
<p style="text-align:center;"><span style="font-size:12pt;">2. Press on "<strong><span style="color:#3366ff;">View</span></strong>" in the user's name.</span></p>
<hr>
<p style="text-align:center;"><span style="font-size:12pt;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="693" height="119" alt=""></span></p>
<hr>
<p style="text-align:center;">3. At the top of the user profile, you&#8217;ll see two important buttons: <span style="color:#0000ff;"><strong>Open a Trading Account </strong></span>and <span style="color:#0000ff;"><strong>Convert to Trader</strong><span style="color:#000000;">.</span></span></p>
<hr>
<p><img src="https://crm.podcator.com/media/lana-demo/250716-212417.png" width="475" height="67" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<hr>
<p style="text-align:center;">4. Press "<strong><span style="color:#0000ff;">Open a Trading Account</span></strong>". This will create a <strong>trading account</strong> for the lead if one doesn&#8217;t exist. The lead now has an account on the platform.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/250716-214222.png" width="246" height="55" alt=""></p>
<hr>
<p style="text-align:center;">5. Enter a <strong><span style="color:#0000ff;">password</span> </strong>for the new trading account. Click the "<span style="color:#0000ff;"><strong>Save Settings</strong><span style="color:#000000;">" </span></span>button to apply your changes. The trading account will be created instantly.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/250716-213157.png" width="598" height="233" alt=""></p>
<hr>
<p style="text-align:center;">6. Convert the Lead to a Trader: click the "<strong><span style="color:#0000ff;">Convert to Trader</span></strong>" button. The lead is now fully converted and listed under <span style="color:#0000ff;"><strong>Traders</strong> </span>in the CRM.</p>
<hr>
<p><img src="https://crm.podcator.com/media/lana-demo/250716-214117.png" width="248" height="54" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<hr>
<p></p>
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<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.<br><br>-<strong>Copy Trading</strong>: Follow and copy the strategies of successful traders to benefit from their expertise while you learn and earn.</p>
<p>-<strong>Advanced Trading Tools</strong>: Leverage powerful features like market-making and arbitrage to maximize your trading potential. These tools allow you to exploit price differences and make strategic moves in real-time.</p>
<p>-<strong>Market Analysis</strong>: Gain insights with real-time data and market analysis, helping you to make informed trading decisions and stay ahead of market trends.</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>
<p></p>
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            [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>&#160;</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>
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            [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>&#8226; Enhanced Security: Restrict access to sensitive information and critical functions<br>&#8226; Better Organization: Structure your team's access based on job responsibilities<br>&#8226; Improved Efficiency: Users only see and access tools relevant to their work<br>&#8226; Compliance: Maintain audit trails and enforce data access policies<br>&#8226; 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>&#8226; View (Global) - View all records system-wide<br>&#8226; View (Own) - View only records created by the agent<br>&#8226; View (Private/Confidential) - View sensitive or private records, which are marked as such<br>&#8226; View (Department Only) - View records within the user's department<br>&#8226; Create - Add new records<br>&#8226; Edit - Modify existing records<br>&#8226; Delete - Remove records<br>&#8226; 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(&quot;https://crm.podcator.com/admin/knowledge_base/article/img/object.gif&quot;);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>&#8226; 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>&#8226; Enter a descriptive "Role Name" (e.g., "Sales Agent", "Customer Support", "Finance Manager")<br>&#8226; The system will automatically generate a slug for internal use<br>&#8226; 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>&#8226; Access the Module: Toggle permissions for each module (Administration, Appointments, CRM, Click2Call, Contracts, etc.)<br>&#8226; View Search Bar: Use the search field to quickly find specific modules or permissions<br>&#8226; Bulk Actions: Use the "Bulk Actions" dropdown to quickly apply or remove permissions for multiple items<br>&#8226; 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>&#8226; Staff Roles: Manage viewing, creation, editing of staff roles (View Global, Create, Edit, Delete options available)<br>&#8226; Settings: Control access to system settings (View Global, Edit options)<br>&#8226; Staff: Manage staff access (View Global, Create, Edit, Delete)</p>
<p>For CRM Module (Example):<br>&#8226; Traders: Define access levels for trader records<br>&#160; - View (Own): See only their own records<br>&#160; - View (Global): See all trader records<br>&#160; - Create: Add new traders<br>&#160; - Edit: Modify trader information<br>&#160; - Department View: Restrict to department records<br>&#160; - Show Email/Phone: Control visibility of contact information<br>&#160; - Assign (Global): Allow assignment of records system-wide<br>&#160; - Assign (Department): Restrict assignments to department only</p>
<p>For Leads Module:<br>&#8226; View Permissions: Set visibility scope (Global, Own Records, Private/Confidential)<br>&#8226; Edit Records: Allow modification of lead data<br>&#8226; Convert Lead to Trader: Enable conversion functionality<br>&#8226; Email Display: Show/hide email addresses<br>&#8226; 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;">&#8226; Click the "Save Settings" button at the bottom of the form<br>&#8226; The system will confirm the new role has been created<br>&#8226; 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>&#8226; View Permissions: Who can see the records (checkboxes for different scope levels)<br>&#8226; Create Permissions: Who can add new records<br>&#8226; Edit Permissions: Who can modify existing records<br>&#8226; Delete Permissions: Who can remove records<br>&#8226; Approve Permissions: Who can authorize actions<br>&#8226; Report Permissions: Who can view or generate reports<br>&#8226; 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.&#160;</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>&#8226; Migrating from another CRM system<br>&#8226; Replicating setups across multiple instances<br>&#8226; 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>"&#160;</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>"&#160;</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>&#8226; "Total Users" column shows how many staff members are assigned to each role<br>&#8226; Click on the user avatars to view specific staff members assigned to that role<br>&#8226; "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>&#8226; "All" - View all 11+ roles in your system<br>&#8226; "Roles with Users" - See only roles that have staff members assigned<br>&#8226; "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>&#8226; Use descriptive names that reflect job functions<br>&#8226; Avoid abbreviations unless widely understood<br>&#8226; Examples: "Sales Agent", "Support Manager", "Finance Officer"<br>&#8226; Avoid: "User", "Person", or generic names</p>
<p>2. Follow the Principle of Least Privilege<br>&#8226; Grant only the minimum permissions necessary for each role<br>&#8226; Start with limited permissions and add more as needed<br>&#8226; Regularly audit roles to remove unnecessary permissions<br>&#8226; This reduces security risks and accidental data modifications</p>
<p>3. Group Related Permissions<br>&#8226; Create roles for specific functions rather than individual users<br>&#8226; Use consistent permission patterns across similar roles<br>&#8226; Document which roles have access to which modules</p>
<p>4. Use Department-Level Restrictions<br>&#8226; Leverage "View (Department Only)" and "Assign (Department)" permissions<br>&#8226; Keep staff visibility limited to their own department when appropriate<br>&#8226; Prevents cross-department data leakage</p>
<p>5. Regular Permission Audits<br>&#8226; Review role assignments quarterly<br>&#8226; Update permissions when staff responsibilities change<br>&#8226; Remove roles that are no longer in use<br>&#8226; Track who has administrative permissions</p>
<p>6. Document Your Role Structure<br>&#8226; Maintain a list of all roles and their purposes<br>&#8226; Document who has admin access<br>&#8226; Create a responsibility matrix showing which modules each role can access<br>&#8226; Update documentation when roles change</p>
<p>7. Admin vs. Regular User Roles<br>&#8226; Limit the number of admin/staff role configurators<br>&#8226; Use the "admin" role for system administrators only<br>&#8226; Create department-specific "manager" roles instead of giving everyone admin access<br>&#8226; Separate viewing permissions from administrative permissions</p>
<p>8. Test Before Rolling Out<br>&#8226; Create new roles in a test environment first<br>&#8226; Verify that staff with the role can perform required tasks<br>&#8226; Check that they cannot access restricted data<br>&#8226; Get feedback before applying to the entire team</p>
<p>9. Monitor Permission Changes Impact<br>&#8226; The system shows a warning: "Changing role permissions will affect all staff members who are currently assigned to this role"<br>&#8226; Always save changes with this in mind<br>&#8226; Communicate role changes to affected staff members<br>&#8226; Provide training on new permissions or restrictions</p>
<p>10. Leverage Template Roles<br>&#8226; Use the Copy Role feature to create variations<br>&#8226; Establish a set of standard roles for your organization<br>&#8226; 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>&#8226; Leads Module: View (Own/Global), Create, Edit, Convert to Trader, Email Display<br>&#8226; CRM (Traders): View (Global), Create, Edit, Assign (Global)<br>&#8226; Appointments: View, Create, Edit<br>&#8226; Reports: View sales-related reports only<br>&#8226; Limited Admin: View staff roles, no editing</p>
<p>Permissions NOT Included:<br>&#8226; Settings editing<br>&#8226; Staff management<br>&#8226; Finance/Accounting modules</p>
<hr>
<p style="text-align:center;">Example 2: Finance Officer Role</p>
<hr>
<p>Permissions Typically Included:<br>&#8226; Finance Module: Full access (View, Create, Edit, Delete)<br>&#8226; Reports: Full access to financial reports<br>&#8226; Expenses: View and manage all expenses<br>&#8226; Leads Module: View (Global) for reference<br>&#8226; Settings: View financial settings</p>
<p>Permissions NOT Included:<br>&#8226; Staff management<br>&#8226; Appointment booking<br>&#8226; Sales module editing</p>
<hr>
<p style="text-align:center;">Example 3: Department Manager Role</p>
<hr>
<p>Permissions Typically Included:<br>&#8226; All modules within department: View, Create, Edit<br>&#8226; Staff: View and manage department staff only<br>&#8226; Reports: View department reports<br>&#8226; Leads: Assign (Department Only)<br>&#8226; Appointments: Create, view department appointments</p>
<p>Permissions NOT Included:<br>&#8226; Delete critical records<br>&#8226; Access other departments<br>&#8226; System settings changes<br>&#8226; Role configuration</p>
<hr>
<p style="text-align:center;">Example 4: Support Agent Role</p>
<hr>
<p>Permissions Typically Included:<br>&#8226; Leads: View (Own/Department), Add notes<br>&#8226; Support tickets: Create, View, Edit (own), Reply to tickets<br>&#8226; Knowledge Base: View<br>&#8226; Appointments: View to check availability<br>&#8226; Email/Contact Info: Full display</p>
<p>Permissions NOT Included:<br>&#8226; Delete leads or tickets<br>&#8226; Access to finance data<br>&#8226; Staff management<br>&#8226; 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 &gt; 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>&#8226; Create a clear hierarchy of access and responsibilities<br>&#8226; Protect sensitive data while enabling team productivity<br>&#8226; Simplify staff management as your organization grows<br>&#8226; Maintain audit trails and compliance with data policies<br>&#8226; 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:&#160;</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
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    [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
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    [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
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Open trading account/convert to traders

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                    <h1
                        class="tw-mt-0 tw-mb-4 kb-article-single-heading tw-font-semibold tw-text-xl tw-text-neutral-700">
                        Open trading account/convert to traders                    </h1>
                    <div class="tc-content kb-article-content tw-text-neutral-700">
                        <p style="text-align:center;"><video width="512" height="329" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Open%20Trading%20Account%20And%20Convert%20To%20Trader%20Final%20Compressed.mp4" type="video/mp4"></video></p>
<hr>
<p style="text-align:center;"><span style="color:#ff0000;"><strong><span style="font-size:18pt;">IN THE CRM</span></strong></span></p>
<hr>
<p style="text-align:center;">1. First, <span style="color:#0000ff;"><strong>open the lead</strong></span>. (Need help? See the <a href="https://crm.podcator.com/knowledge-base/article/creating-a-lead"><span style="color:#0000ff;">Creating a Lead</span></a>&#160;tutorial). Or go to <span style="color:#0000ff;"><strong>Leads</strong></span>, and select the user from the list.</p>
<hr>
<p><img src="https://crm.podcator.com/media/lana-demo/250716-211959.png" width="283" height="250" alt="" style="display:block;margin-left:auto;margin-right:auto;"><span style="font-size:12pt;"></span></p>
<hr>
<p style="text-align:center;"><span style="font-size:12pt;">2. Press on "<strong><span style="color:#3366ff;">View</span></strong>" in the user's name.</span></p>
<hr>
<p style="text-align:center;"><span style="font-size:12pt;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="693" height="119" alt=""></span></p>
<hr>
<p style="text-align:center;">3. At the top of the user profile, you&#8217;ll see two important buttons: <span style="color:#0000ff;"><strong>Open a Trading Account </strong></span>and <span style="color:#0000ff;"><strong>Convert to Trader</strong><span style="color:#000000;">.</span></span></p>
<hr>
<p><img src="https://crm.podcator.com/media/lana-demo/250716-212417.png" width="475" height="67" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<hr>
<p style="text-align:center;">4. Press "<strong><span style="color:#0000ff;">Open a Trading Account</span></strong>". This will create a <strong>trading account</strong> for the lead if one doesn&#8217;t exist. The lead now has an account on the platform.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/250716-214222.png" width="246" height="55" alt=""></p>
<hr>
<p style="text-align:center;">5. Enter a <strong><span style="color:#0000ff;">password</span> </strong>for the new trading account. Click the "<span style="color:#0000ff;"><strong>Save Settings</strong><span style="color:#000000;">" </span></span>button to apply your changes. The trading account will be created instantly.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/250716-213157.png" width="598" height="233" alt=""></p>
<hr>
<p style="text-align:center;">6. Convert the Lead to a Trader: click the "<strong><span style="color:#0000ff;">Convert to Trader</span></strong>" button. The lead is now fully converted and listed under <span style="color:#0000ff;"><strong>Traders</strong> </span>in the CRM.</p>
<hr>
<p><img src="https://crm.podcator.com/media/lana-demo/250716-214117.png" width="248" height="54" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<hr>
<p></p>                    </div>
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                        Did you find this article useful?                    </h4>
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