How To Enable / Disable View-only Mode

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    [slug] => view-only-mode
    [articleid] => 62
    [articlegroup] => 9
    [subject] => How To Enable / Disable View-only Mode
    [description] => <p style="text-align:center;"><video width="738" height="369" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20enable%20or%20disable%20view-only%20mode.mp4" type="video/mp4"></video></p>
<hr>
<p style="text-align:center;"><span style="font-size:18pt;color:#ff0000;"><strong>IN THE CRM</strong></span></p>
<hr>
<p style="text-align:center;">1. Go to the <span style="color:#3366ff;">"Traders"</span> tab in the left menu.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/traders.png" width="287" height="168" alt=""></p>
<hr>
<p style="text-align:center;">2. Find the particular trader for whom you want to set the mode and click on his name.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Press%20On%20Users%20Username%20CRM.png" width="400" height="84" alt=""></p>
<hr>
<p style="text-align:center;">3. Press the <span style="color:#3366ff;">"View"</span> beside the user's name on top of the screen.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/View%20Inside%20The%20User%20Profile%20CRM.png" width="600" height="195" alt=""></p>
<hr>
<p style="text-align:center;">4. Select the <span style="color:#3366ff;">"Platform"</span> tab in the top.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Platform%20Inside%20View%20CRM.png" width="600" height="119" alt=""></p>
<hr>
<p style="text-align:center;">5. Toggle the "<span style="color:#3366ff;">View only mode</span>" <span style="color:#008000;">on</span> or <span style="color:#ff0000;">off</span>.&#160;</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/traderViewPlatformViewOnlyMode.png" width="715" height="322" alt=""></p>
<hr>
<p style="text-align:center;">6. Scroll down and press "<span style="color:#3366ff;">Save</span>" at the bottom to apply your changes.&#160;</p>
<hr>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Save%20Button%20CRM.png" width="93" height="54" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<hr>
<p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">ON THE PLATFORM</span></strong></p>
<hr>
<p style="text-align:center;">1. Navigate to "<span style="color:#3366ff;">Manager</span>" tab in the left menu.</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. Select "<span style="color:#3366ff;">Users</span>" in the top.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformManagerUsers.png" width="439" height="75" alt=""></p>
<hr>
<p style="text-align:center;">3. Find the desired user and click on his name.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformManagerUsersUser.png" width="425" height="244" alt=""></p>
<hr>
<p style="text-align:center;">4. Toggle the "<span style="color:#3366ff;">View only&#160;mode</span>" <span style="color:#008000;">on </span>or <span style="color:#ff0000;">off</span> to your liking.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformManagerUsersUserSettings.png" width="709" height="590" alt=""></p>
<hr>
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            [subject] => How to set up staff permissions
            [description] => <article class="clearfix post-162 post type-post status-publish format-standard hentry category-general-informations">
<div class="entry-content">
<p style="text-align:center;"><video width="730" height="365" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20set%20up%20staff%20permissons.mp4" type="video/mp4">
</video></p>
<hr>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></h4>
<hr>
<h4></h4>
<h4>Invoices<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#invoices"></a></h4>
<ul>
<li>View (Global) &#8211; All invoices.</li>
<li>View (Own) &#8211;&#160;Only invoices created by a staff member.</li>
<li>Create &#8211;&#160;Create invoices</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete<span>&#160;</span>&#8211; All (if have permission View Global ) and own</li>
</ul>
<p>A staff member will be able to see invoices as well if in<strong><span>&#160;</span>Setup-&gt;Settings-&gt;Finance-&gt;Invoices</strong><span>&#160;</span>the option &#8220;<strong>Allow staff members to view invoices where they are assigned to</strong>&#8221; is set to<span>&#160;</span><strong>Yes<span>&#160;</span></strong>and the staff is added as sale agent to the invoice.</p>
<h4>Estimates<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#estimates"></a></h4>
<ul>
<li>View (Global) &#8211; All estimates.</li>
<li>View (Own) &#8211;&#160;Only estimates created by the staff member.</li>
<li>Create &#8211;&#160;Create&#160;estimates</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete<span>&#160;</span>&#8211; All (if have permission View Global ) and own</li>
</ul>
<p>A staff member will be able to see estimates as well if in<strong><span>&#160;</span>Setup-&gt;Settings-&gt;Finance-&gt;Estimates</strong><span>&#160;</span>the option &#8220;<strong>Allow staff members to view estimates where they are assigned to</strong>&#8221; is set to<span>&#160;</span><strong>Yes<span>&#160;</span></strong>and the staff is added as sale agent to the estimate.</p>
<h4>Proposals<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#proposals"></a></h4>
<ul>
<li>View (Global) &#8211; All proposals.</li>
<li>View (Own) &#8211;&#160;Only proposals created by staff member.</li>
<li>Create &#8211;&#160;Create proposals</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete &#8211; All (if have permission View Global ) and own</li>
</ul>
<p>A staff member will be able to see proposals as well if in<strong><span>&#160;</span>Setup-&gt;Settings-&gt;Finance-&gt;Proposals<span>&#160;</span></strong>the option &#8220;<strong>Allow staff members to view proposals where they are assigned to</strong>&#8221; is set to<span>&#160;</span><strong>Yes<span>&#160;</span></strong>and the staff is added as assigned to the proposal.</p>
<p><strong>Expenses</strong></p>
<ul>
<li>View (Global) &#8211; All expenses.</li>
<li>View (Own) &#8211;&#160;Only expenses created by staff member.</li>
<li>Create &#8211;&#160;Create expenses</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete &#8211; All (if have permission View Global ) and own</li>
</ul>
<h4>Contracts<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#contracts"></a></h4>
<ul>
<li>View (Global) &#8211; All contracts.</li>
<li>View (Own) &#8211;&#160;Only contracts created by the staff member.</li>
<li>Create &#8211;&#160;Create contracts</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete &#8211; All (if have permission View Global ) and own</li>
</ul>
<h4>Payments<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#payments"></a></h4>
<ul>
<li>View (Global) &#8211; All payments.</li>
<li>View (Own) &#8211; (Not applicable) Based on invoices View (Own) permissions. If staff member have permission for invoices View (Own) will be able to see only payments linked to invoices created from the staff member.</li>
<li>Create &#8211; Create payments &#8211; if have permission View (Own) for invoices will be able to add payments based on invoices created by the staff member.</li>
<li>Edit &#8211; All (if have permission View Global for invoices ) and own based on invoices permission.</li>
<li>Delete &#8211; All (if have permission View Global for payments) and own based on invoices permission.</li>
</ul>
<h4>Projects<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#projects"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;All projects</li>
<li>View (Own) &#8211; (Not applicable) If staff member doesn&#8217;t have permission View(Global) for projects then will be able to see only projects where this staff member is added as a project member.</li>
<li>Create &#8211; Create new projects</li>
<li>Edit &#8211; All (if have permission View Global ) and&#160;projects where a staff member is added as a project member</li>
<li>Delete &#8211; All (if have permission View Global ) and own</li>
</ul>
<h4>Tasks<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#tasks"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;All&#160;tasks</li>
<li>View (Own) &#8211; (Not applicable) If staff member dont have permission View(Global) for tasks then will be able to see only tasks where this staff member is assigned, added as follower or task is public.</li>
<li>Create &#8211; Create new&#160;tasks</li>
<li>Edit &#8211; All (if have permission View Global ) and tasks where staff member is connected.</li>
<li>Delete &#8211; All (if have permission View Global ) and tasks where staff member is connected.</li>
</ul>
<p>In 1 occasion<span>&#160;</span><strong>staff member will be able to see other tasks</strong><span>&#160;</span>(if doesn&#8217;t have permission View Global for tasks) related to project where the<strong><span>&#160;</span></strong>staff member is added as project member only if in<span>&#160;</span><strong>Setup-&gt;Settings-&gt;Tasks</strong><span>&#160;</span>-&gt;&#160;<strong>Allow all staff to see all tasks related to projects (includes non-staff)</strong><span>&#160;</span>is set to<span>&#160;</span><strong>YES</strong>.</p>
<h4>Customers<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#customers"></a></h4>
<ul>
<li>View (Global) &#8211; All customers.</li>
<li>View (Own) &#8211; (Not applicable) Based on<span>&#160;</span>customer admin, eq if user is added as customer admin for a specific customer then the menu item will be shown and this user will be able to see only his customers.</li>
<li>Create &#8211;&#160;Create&#160;customers &#8211; If dont have permissions View (Global) the staff member will be auto added as customer admin.</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete &#8211;&#160;Delete customers &#8211; All (if have permission ) and own</li>
</ul>
<p><strong>Note:</strong><strong>The staff member needs to be assigned at least to 1 customer admin the menu item Customers to be shown.</strong></p>
<h4>Items<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#items"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all items.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create items</li>
<li>Edit &#8211; Edit and manage all items.</li>
<li>Delete &#8211; All</li>
</ul>
<h4>Knowledge Base<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#knowledge-base"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all articles includes internal staff members articles.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create&#160;articles and groups</li>
<li>Edit &#8211; Edit and manage all articles and groups.</li>
<li>Delete &#8211; All</li>
</ul>
<h4>Goals<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#goals"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all&#160;goals.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create goals</li>
<li>Edit &#8211; Edit and manage all goals.</li>
<li>Delete &#8211; All</li>
</ul>
<h4>Email Templates<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#email-templates"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all email templates</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create -Not applicable.</li>
<li>Edit &#8211; Edit and manage all email templates.</li>
<li>Delete &#8211;&#160;Not applicable.</li>
</ul>
<h4>Reports<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#reports"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;<strong>View all reports</strong></li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create -Not applicable.</li>
<li>Edit &#8211; Not applicable.</li>
<li>Delete &#8211; Not applicable.</li>
</ul>
<h4>Roles<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#roles"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all roles.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create&#160;roles.</li>
<li>Edit &#8211; Edit and manage all roles.</li>
<li>Delete &#8211; All.</li>
</ul>
<h4>Settings (Setup-&gt;Settings)<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#settings-setup-settings"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all settings.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Not applicable.</li>
<li>Edit &#8211; Update all settings.</li>
<li>Delete &#8211; Not applicable.</li>
</ul>
<h4>Staff<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#staff"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all staff members.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create&#160;new staff members.</li>
<li>Edit &#8211; Edit and manage all staff members.</li>
<li>Delete &#8211; All.</li>
</ul>
<h4>Surveys<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#surveys"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all surveys.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create&#160;newsurveys.</li>
<li>Edit &#8211; Edit and manage all surveys.</li>
<li>Delete &#8211; All.</li>
</ul>
<h4>Bulk PDF Exporter<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#bulk-pdf-exporter"></a></h4>
<ul>
<li>View (Global) &#8211; Staff member will be able to VIEW bulk PDF exporter feature in Utilities-&gt;Bulk PDF Exporter and will be able to export invoices,proposals,payments,estimates based on the permissions for these feature. eq Staff member have permission for invoices View(Own) then will be able to export only invoices that are created from this staff member.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Not applicable.</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete &#8211; Not applicable</li>
</ul>
<h4>Leads<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#leads"></a></h4>
<p><strong>Note that the lead permission will be hidden if a staff member is marked as<span>&#160;</span>not staff member.</strong></p>
<ul>
<li>View (Global) &#8211; If this permission is<span>&#160;</span><strong>not</strong><span>&#160;</span>checked, a staff member will be only able to view leads to where is assigned, leads created by the staff member, and leads that are marked as public.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Not applicable &#8211;&#160;All staff can create leads, except members marked as<span>&#160;</span>not staff members</li>
<li>Edit &#8211; Not applicable &#8211;&#160;Everyone who has access to specific lead can edit most of the lead information for better collaboration and keep up to date lead information.</li>
<li>Delete &#8211; If not granted, the staff will be able to delete his own leads only.</li>
</ul>
<ul>
<li>Staff members that are<span>&#160;</span><strong>not admins can only see leads to whom are assigned</strong>,&#160;<strong>lead is created by staff member, or lead is marked as public</strong>.</li>
<li>Staff members that are<span>&#160;</span><strong>not admins can create and assign leads to all other staff members.</strong></li>
</ul>
<h4><strong>Other notes about permissions:</strong><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#other-notes-about-permissions"></a></h4>
<ul>
<li><strong>Support Tickets</strong><span>&#160;</span>&#8211; By default only staff members that belong to the ticket department will be able to see tickets if in<span>&#160;</span><strong>Setup-&gt;Settings-&gt;Tickets</strong><span>&#160;</span>the option&#160;<strong>Allow staff to access the only ticket that belongs to staff departments</strong><span>&#160;</span>is set to<span>&#160;</span><strong>YES</strong>, otherwise will be able to see all tickets.</li>
</ul>
<p></p>
</div>
</article>
<section class="clearfix"></section>
            [slug] => staff-permissions-explained
            [active] => 1
            [datecreated] => 2023-06-08 09:56:32
            [article_order] => 0
            [staff_article] => 0
            [wordpress_id] => 
            [wordpress_site_id] => 
        )

    [1] => Array
        (
            [articleid] => 24
            [articlegroup] => 9
            [subject] => Whatsapp Integration
            [description] => <div class="steper_cl" style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;">IN TWILIO</span></strong></div>
<div class="steper_cl" style="text-align:center;"><hr></div>
<div class="steper_cl" style="text-align:center;"><b style="font-size:12pt;">Note:</b><span style="font-size:12pt;">&#160;</span><i style="font-size:12pt;">There is no support available without having facebook business approved account for whatsapp features.</i></div>
<div class="steper_cl" style="text-align:center;"><hr>
<p class="card__body">Navigate to the Messaging &gt; Senders &gt; WhatsApp Senders section in the Twilio Console. Click the "Submit a WhatsApp Sender" button to create a new sender profile. If you already have a WhatsApp sender, the button will say "New WhatsApp Sender". Here you can create a new sender with your verified facebook business id.</p>
<hr>
<p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204522.png" alt="new-sender.png" width="1351" height="610"></p>
<p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204516.png" alt="sender-link-to-facebook.png" width="1366" height="1288"></p>
<p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204508.png" alt="twilio-whatsapp-seder.png" width="1366" height="993"></p>
<p class="card__body"></p>
<p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204500.png" alt="sender-endpoint.png" width="1366" height="1738"></p>
<hr>
<div class="steper_cl">
<div class="card__container"><strong><span style="font-size:18pt;color:#ff0000;">IN WHATSAPP TEMPLATES</span></strong></div>
<div class="card__container"><hr><span style="font-size:12pt;"></span></div>
</div>
<p>Access the WhatsApp Message Templates page in Console by navigating to Messaging -&gt; Senders -&gt; WhatsApp Templates. Click the Submit a Message Template button. If you are not creating a template for the first time, you will see the New message template button. Click it to create additional templates. Read more about it click here.</p>
<hr>
<p><img src="https://crm.podcator.com/media/articles/230702-204452.png" alt="twilio-whatsapp-temp.png" width="1366" height="762"></p>
<div class="card__container">
<h1 class="card__header"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></h1>
<hr>
<p class="card__body">Integration of Lead Manager with whatsapp is easy if you have a verified bussiness account on Facebook and approved by whatsapp.</p>
<hr>
<p>1. Go to the "<span style="color:#3366ff;">Leads</span>" tab.</p>
<hr>
<p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leads.png" width="286" height="266" alt=""></p>
<hr>
<p class="mb-2">2. Find a lead and click on his name.</p>
<hr>
<p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/entering%20lead.png" width="724" height="87" alt=""></p>
<hr>
<p class="mb-2">3. Go to the "<span style="color:#3366ff;">Edit</span>" button in the top right corner.</p>
<hr>
<p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leadsLeadEdit.png" width="729" height="139" alt=""></p>
<hr>
<p class="mb-2">4. Set the "<span style="color:#3366ff;">Whatsapp Enable</span>" to the option you want.</p>
<hr>
<p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leadsLeadEditWhatsappenable.png" width="142" height="234" alt=""></p>
<hr></div>
</div>
<div class="card__container" style="text-align:center;"><span style="font-size:12pt;">5. Click on the "<span style="color:#3366ff;">Save</span>" button.</span><b></b></div>
<div class="card__container" style="text-align:center;"><hr>
<p><img src="https://crm.podcator.com/media/victor-support/templatesSaveButton.png" width="75" height="50" alt=""></p>
<hr><b></b></div>
            [slug] => whatsapp-integration
            [active] => 1
            [datecreated] => 2023-07-02 18:42:47
            [article_order] => 0
            [staff_article] => 0
            [wordpress_id] => 
            [wordpress_site_id] => 
        )

    [2] => Array
        (
            [articleid] => 32
            [articlegroup] => 9
            [subject] => How To Add Balance To An Account
            [description] => <p style="text-align:center;"><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Adding%20Balance%20To%20Account%20Final%20Compressed.mp4" type="video/mp4"></video></p>
<hr>
<p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p>
<hr>
<p style="text-align:center;">1. Go to&#160;"<span style="color:#3366ff;">Traders</span>" in the menu on the left side of the page.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/traders.png" width="287" height="168" alt=""></p>
<hr>
<p style="text-align:center;">2. Choose a trader and press the "<span style="color:#3366ff;">View</span>" option.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="693" height="119" alt=""></p>
<hr>
<p style="text-align:center;">3. Find "<span style="color:#3366ff;">Balances</span>" on the left side bar.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20Account%20Balances%20CRM.png" width="250" height="145" alt=""></p>
<hr>
<p style="text-align:center;">4. In the "<span style="color:#3366ff;">Choose account</span>" dropdown list, select either Practice, Real or Margin account. Then, choose a currency (USD by default), specify whether to Add or Remove, enter the amount you wish to adjust, and select a method.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Trader%20Deposit%20CRM.png" width="600" height="188" alt=""></p>
<hr>
<p style="text-align:center;">5. Click "<span style="color:#3366ff;">Submit</span>" to initiate the operation.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/submitButton.png" width="102" height="65" alt=""></p>
<hr>
<p style="text-align:center;"></p>
            [slug] => add-balance-to-account
            [active] => 1
            [datecreated] => 2024-01-19 11:35:20
            [article_order] => 0
            [staff_article] => 0
            [wordpress_id] => 
            [wordpress_site_id] => 
        )

    [3] => Array
        (
            [articleid] => 33
            [articlegroup] => 9
            [subject] => How To Apply For A Subscription 
            [description] => <p><video width="720" height="360" style="display:block;margin-left:auto;margin-right:auto;" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/subscription.mp4" type="video/mp4"></video></p>
<hr>
<p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">ON THE PLATFORM</span></strong></p>
<hr>
<p style="text-align:center;"><span style="font-size:14pt;">1.</span><span style="font-size:14pt;"> Press on the "<span style="color:#3366ff;">Manager</span>" tab on the left side menu.</span></p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Platform.png" width="74" height="445" alt=""></p>
<hr>
<p style="text-align:center;"><span style="font-size:14pt;">2. In the top row click "<span style="color:#3366ff;">Users</span>".</span></p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Users%20Platform%20.png" width="692" height="57" alt=""></p>
<hr>
<p style="text-align:center;"><span style="font-size:14pt;">3. Choose a user and find the "<span style="color:#3366ff;">Edit profile</span>" grey button in the top right corner.</span></p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Choose%20User%20Platform%20.png" width="706" height="107" alt=""></p>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Edit%20User%20Profile%20Platform.png" width="712" height="134" alt=""></p>
<hr>
<p style="text-align:center;"><span style="font-size:14pt;">4.Go to "<span style="color:#3366ff;">Profile</span>" and press "<span style="color:#3366ff;">Subscription</span>" to select the plan. You can also update the expiration date in "<span style="color:#3366ff;">Expires In</span>"</span>.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Subscription%20Dropdown%20Platform.png" width="600" height="403" alt=""></p>
<hr>
<p style="text-align:center;"><span style="font-size:14pt;">5. Scroll down and click on "<span style="color:#3366ff;">Submit</span>" button.</span></p>
<hr>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Universal%20Submit%20Button%20Platform.png" width="250" height="50" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<div>
<div class="gtx-trans-icon"><hr></div>
</div>
            [slug] => applying-subscription
            [active] => 1
            [datecreated] => 2024-01-19 11:45:32
            [article_order] => 0
            [staff_article] => 0
            [wordpress_id] => 
            [wordpress_site_id] => 
        )

    [4] => Array
        (
            [articleid] => 35
            [articlegroup] => 9
            [subject] => How To Show Stocks
            [description] => <p style="text-align:center;"><video width="742" height="371" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20add%20stocks%20info1.mp4" type="video/mp4"></video></p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/website/stocks%202.mp4" alt=""><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p>
<hr>
<p style="text-align:center;">1. Go to the <span style="color:#3366ff;">"Traders"</span> tab in the left menu.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/traders.png" width="287" height="168" alt=""></p>
<hr>
<p style="text-align:center;">2. Find a client and click on <span style="color:#3366ff;">"View"</span> under their name.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="699" height="120" alt=""></p>
<hr>
<p style="text-align:center;">3. Select the <span style="color:#3366ff;">"Summary"</span> category in the left column.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tradersTraderViewSummary.png" width="307" height="186" alt=""></p>
<hr>
<p style="text-align:center;">4. Click on "<span style="color:#3366ff;">Settings</span>" tab.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tradersTraderViewSummarySettings.png" width="326" height="107" alt=""></p>
<hr>
<p style="text-align:center;">5. Find "<span style="color:#3366ff;">Show Stocks</span>" row in the "<span style="color:#3366ff;">Trading Settings</span>" column on the right. Toggle it on/off depending on your needs.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tradersTraderViewSummarySettingsShowStocks.png" width="316" height="312" alt=""></p>
<hr>
<p style="text-align:center;">6. Check if the button works on the platform. If it doesn't work, you may need to refresh the page or log out and log in again.&#160;</p>
<hr>
<p></p>
            [slug] => how-to-add-stocks
            [active] => 1
            [datecreated] => 2024-01-25 12:56:07
            [article_order] => 0
            [staff_article] => 0
            [wordpress_id] => 
            [wordpress_site_id] => 
        )

)

How To Enable / Disable View-only Mode

1

1

1

1

<!DOCTYPE html>
<html lang="en">
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	<meta http-equiv="X-UA-Compatible" content="IE=edge">
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  padding: 12px 15px;
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/* Modern sidebar styling */
.admin #side-menu, .admin #setup-menu {
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  padding: 12px 15px;
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This affects the client's trading permissions and compliance standing.<\\\/p>","fixed":"false"}}","settings":"{"triggers":"[{\"id\":\"id_kyc_tour\",\"rules\":[{\"field\":\"url\",\"operator\":\"contains\",\"value\":\"/clients\"}],\"logic\":\"AND\",\"index\":1}]","visitStepSource":"maybe","allowManualReplay":true,"rememberStep":true,"autoScroll":true,"autoScrollSmooth":true,"autoScrollOffset":30,"backdropColor":"rgba(20,20,21,0.85)","targetPadding":8,"backdropAnimate":true,"dialogMaxWidth":450,"dialogAnimate":true,"showStepDots":true,"stepDotsPlacement":"footer","showButtons":true,"showStepProgress":true,"keyboardControls":true,"exitOnClickOutside":false,"nextLabel":"Next","prevLabel":"Back","finishLabel":"KYC Complete","exitOnEscape":true,"debug":false}","steps_translations":null,"created_at":"2025-06-26 20:16:05"},"17":{"id":17,"title":"Trading Account Setup - Professional Configuration","description":"Guide for setting up trading accounts with proper risk management and compliance settings","priority":6,"status":"active","steps":"{"uid_1734891005_001":{"uid":"uid_1734891005_001","paths":["admin\\\/clients\\\/client\\\/*","admin\\\/clients\\\/client\\\/*"],"selector":"a[data-toggle="tab"][href*="trading"]","order":"1","title":"Access Trading Settings","description":"<p>Navigate to the <strong>Trading<\\\/strong> tab to configure the client's trading account parameters and risk settings.<\\\/p>","fixed":"false"},"uid_1734891005_002":{"uid":"uid_1734891005_002","paths":["admin\\\/clients\\\/client\\\/*","admin\\\/clients\\\/client\\\/*"],"selector":"select[name="account_type"]","order":"2","title":"Select Account Type","description":"<p>Choose the appropriate <strong>account type<\\\/strong>: Demo (practice), Live (real money), or CFD account based on client needs.<\\\/p>","fixed":"false"},"uid_1734891005_003":{"uid":"uid_1734891005_003","paths":["admin\\\/clients\\\/client\\\/*","admin\\\/clients\\\/client\\\/*"],"selector":"select[name="base_currency"]","order":"3","title":"Set Base Currency","description":"<p>Select the <strong>base currency<\\\/strong> for the trading account (USD, EUR, GBP, etc.) based on client preference and location.<\\\/p>","fixed":"false"},"uid_1734891005_004":{"uid":"uid_1734891005_004","paths":["admin\\\/clients\\\/client\\\/*","admin\\\/clients\\\/client\\\/*"],"selector":"input[name="initial_balance"]","order":"4","title":"Set Initial Balance","description":"<p>Enter the <strong>initial balance<\\\/strong> for the account. For demo accounts, use practice money (e.g., $10,000).<\\\/p>","fixed":"false"},"uid_1734891005_005":{"uid":"uid_1734891005_005","paths":["admin\\\/clients\\\/client\\\/*","admin\\\/clients\\\/client\\\/*"],"selector":"input[name="max_leverage"]","order":"5","title":"Configure Leverage","description":"<p>Set the <strong>maximum leverage<\\\/strong> allowed for this client based on their experience level and risk tolerance.<\\\/p>","fixed":"false"},"uid_1734891005_006":{"uid":"uid_1734891005_006","paths":["admin\\\/clients\\\/client\\\/*","admin\\\/clients\\\/client\\\/*"],"selector":"button[type="submit"]","order":"6","title":"Activate Trading Account","description":"<p>Click <strong>Activate Account<\\\/strong> to enable trading functionality. The client can now access their trading dashboard.<\\\/p>","fixed":"false"}}","settings":"{"triggers":"[{\"id\":\"id_trading_setup_tour\",\"rules\":[{\"field\":\"url\",\"operator\":\"contains\",\"value\":\"/clients/client\"}],\"logic\":\"AND\",\"index\":1}]","visitStepSource":"maybe","allowManualReplay":true,"rememberStep":true,"autoScroll":true,"autoScrollSmooth":true,"autoScrollOffset":30,"backdropColor":"rgba(20,20,21,0.85)","targetPadding":8,"backdropAnimate":true,"dialogMaxWidth":450,"dialogAnimate":true,"showStepDots":true,"stepDotsPlacement":"footer","showButtons":true,"showStepProgress":true,"keyboardControls":true,"exitOnClickOutside":false,"nextLabel":"Next","prevLabel":"Back","finishLabel":"Setup Complete","exitOnEscape":true,"debug":false}","steps_translations":"{"en":{"uid_1734891005_001":{"title":"Access Trading Settings","description":"<p>Navigate to the <strong>Trading&lt;\\\/strong&gt; tab to configure the client's trading account parameters and risk settings.&lt;\\\/p&gt;<\/strong><\/p>"},"uid_1734891005_002":{"title":"Select Account Type","description":"<p>Choose the appropriate <strong>account type&lt;\\\/strong&gt;: Demo (practice), Live (real money), or CFD account based on client needs.&lt;\\\/p&gt;<\/strong><\/p>"},"uid_1734891005_003":{"title":"Set Base Currency","description":"<p>Select the <strong>base currency&lt;\\\/strong&gt; for the trading account (USD, EUR, GBP, etc.) based on client preference and location.&lt;\\\/p&gt;<\/strong><\/p>"},"uid_1734891005_004":{"title":"Set Initial Balance","description":"<p>Enter the <strong>initial balance&lt;\\\/strong&gt; for the account. 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For demo accounts, use practice money (e.g., $10,000).&lt;\\\/p&gt;<\/strong><\/p>"},"uid_1734891005_005":{"title":"Configure Leverage","description":"<p>Set the <strong>maximum leverage&lt;\\\/strong&gt; allowed for this client based on their experience level and risk tolerance.&lt;\\\/p&gt;<\/strong><\/p>"},"uid_1734891005_006":{"title":"Activate Trading Account","description":"<p>Click <strong>Activate Account&lt;\\\/strong&gt; to enable trading functionality. The client can now access their trading dashboard.&lt;\\\/p&gt;<\/strong><\/p>"}},"he":{"uid_1734891005_001":{"title":"QUERY LENGTH LIMIT EXCEEDED. 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const TOUR_GUIDE_TOURS_STEPS = {};
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// Contextual informations
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<head rel="canonical" href="https://crm.podcator.com/knowledge-base/article/view-only-mode" /></head>
<body class="customers mozilla" >
	

<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-xl tw-text-neutral-700">
                        How To Enable / Disable View-only Mode                    </h1>
                    <div class="tc-content kb-article-content tw-text-neutral-700">
                        <p style="text-align:center;"><video width="738" height="369" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20enable%20or%20disable%20view-only%20mode.mp4" type="video/mp4"></video></p>
<hr>
<p style="text-align:center;"><span style="font-size:18pt;color:#ff0000;"><strong>IN THE CRM</strong></span></p>
<hr>
<p style="text-align:center;">1. Go to the <span style="color:#3366ff;">"Traders"</span> tab in the left menu.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/traders.png" width="287" height="168" alt=""></p>
<hr>
<p style="text-align:center;">2. Find the particular trader for whom you want to set the mode and click on his name.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Press%20On%20Users%20Username%20CRM.png" width="400" height="84" alt=""></p>
<hr>
<p style="text-align:center;">3. Press the <span style="color:#3366ff;">"View"</span> beside the user's name on top of the screen.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/View%20Inside%20The%20User%20Profile%20CRM.png" width="600" height="195" alt=""></p>
<hr>
<p style="text-align:center;">4. Select the <span style="color:#3366ff;">"Platform"</span> tab in the top.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Platform%20Inside%20View%20CRM.png" width="600" height="119" alt=""></p>
<hr>
<p style="text-align:center;">5. Toggle the "<span style="color:#3366ff;">View only mode</span>" <span style="color:#008000;">on</span> or <span style="color:#ff0000;">off</span>.&#160;</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/traderViewPlatformViewOnlyMode.png" width="715" height="322" alt=""></p>
<hr>
<p style="text-align:center;">6. Scroll down and press "<span style="color:#3366ff;">Save</span>" at the bottom to apply your changes.&#160;</p>
<hr>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Save%20Button%20CRM.png" width="93" height="54" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<hr>
<p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">ON THE PLATFORM</span></strong></p>
<hr>
<p style="text-align:center;">1. Navigate to "<span style="color:#3366ff;">Manager</span>" tab in the left menu.</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. Select "<span style="color:#3366ff;">Users</span>" in the top.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformManagerUsers.png" width="439" height="75" alt=""></p>
<hr>
<p style="text-align:center;">3. Find the desired user and click on his name.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformManagerUsersUser.png" width="425" height="244" alt=""></p>
<hr>
<p style="text-align:center;">4. Toggle the "<span style="color:#3366ff;">View only&#160;mode</span>" <span style="color:#008000;">on </span>or <span style="color:#ff0000;">off</span> to your liking.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformManagerUsersUserSettings.png" width="709" height="590" alt=""></p>
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