Search Knowledge Base Articles

Assigning a department manager

We suggest only adding Managers and Admins as Department managers to the Departments.

1. Inside the CRM go to "Setup" at the left side of the screen at the bottom of the settings list.

2. In the "Setup" options menu go to the "Departments" button.

3. Find and choose the "Department" you want to add your department manager to and press on it.

4. Inside your chosen "Department" settings go to the Manager list and press on it.

5. Press on the Manager list a dropdown list with all the members in the CRM will appear find and press on the members you want to assign as managers.

6. After choosing the department manager you want to add press Submit to save your changes the department manager you added will appear on the right side of the "Department".

Did you find this article useful?

What is Nanza Aggregator

Nanza Aggregator is a platform that allows you to run your crypto trading and manage your portfolio....
Get Started with Nanza

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

To set up email templates navigate to Setup -> Email templates and change the co...
Setting up roles

Nanza CRM setup by default have only 1 role added with name Employee and with no permissions, it&#...
Staff Permissions Explained

Invoices View (Global) – All invoices. View (Own) – Only invoices created by a s...

Queries

0.0002

db:aiductive SELECT 1 FROM `tblsessions` WHERE `id` = 'p36pmadn6l0l8277slnijtmr9n6n58m9'

0.0005

db:aiductive SELECT GET_LOCK('2beb5df0fd527568b134db21052d420c', 300) AS ci_session_lock

0.0004

db:aiductive SELECT `data` FROM `tblsessions` WHERE `id` = 'p36pmadn6l0l8277slnijtmr9n6n58m9'

0.0002

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

0.0023

db:aiductive SHOW COLUMNS FROM `tblcontacts`

0.0002

db:aiductive SELECT * FROM `tblmigrations` LIMIT 1

0.0001

db:aiductive SELECT * FROM `tblmodules`

0.0001

db:aiductive SELECT * FROM `tblmodules` WHERE `module_name` = 'nanza_utilities'

0.0001

db:aiductive SELECT * FROM `tblmodules` WHERE `module_name` = 'whatsapp_api'

0.0001

db:aiductive SELECT * FROM `tblmodules` WHERE `module_name` = 'lawyers'

0.0001

db:aiductive SELECT * FROM `tblmodules` WHERE `module_name` = 'perfex_dashboard'

0.0000

db:aiductive SELECT * FROM `tblmodules` WHERE `module_name` = 'multiplatform'

0.0000

db:aiductive SELECT * FROM `tblmodules` WHERE `module_name` = 'openreplay_integration'

0.0001

db:aiductive SELECT * FROM `tblmigrations` LIMIT 1

0.0000

db:aiductive SELECT * FROM `tblmodules`

0.0006

db:aiductive SELECT * FROM `tblmodules` WHERE `module_name` = 'nanza_utilities'

0.0001

db:aiductive SELECT * FROM `tblmodules` WHERE `module_name` = 'whatsapp_api'

0.0001

db:aiductive SELECT * FROM `tblmodules` WHERE `module_name` = 'lawyers'

0.0001

db:aiductive SELECT * FROM `tblmodules` WHERE `module_name` = 'perfex_dashboard'

0.0001

db:aiductive SELECT * FROM `tblmodules` WHERE `module_name` = 'multiplatform'

0.0001

db:aiductive SELECT * FROM `tblmodules` WHERE `module_name` = 'openreplay_integration'

0.0001

db:aiductive SELECT * FROM `tblcurrencies` WHERE `isdefault` = 1

0.0001

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

0.0000

db:aiductive SELECT COUNT(*) AS `numrows` FROM `tblstaff` WHERE `staffid` = 0 AND `is_not_staff` = 0

0.0011

db:aiductive SELECT `value` FROM `tbloptions` WHERE `name` = 'paymentmethod_stripe_api_secret_key'

0.0002

db:aiductive SELECT `value` FROM `tbloptions` WHERE `name` = 'paymentmethod_stripe_api_publishable_key'

0.0003

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

0.0003

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

0.0001

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

0.0001

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

0.0001

db:aiductive SELECT `value` FROM `tbloptions` WHERE `name` = 'perfshield_checksum_staff_tbl'

0.0002

db:aiductive SELECT * FROM `tblmigrations` LIMIT 1

0.0020

db:aiductive SHOW TABLES FROM `aiductive`

0.0001

db:aiductive SELECT `value` FROM `tbloptions` WHERE `name` = 'perfshield_login_protection_enabled'

0.0001

db:aiductive SELECT `value` FROM `tbloptions` WHERE `name` = 'perfshield_login_protection_login'

0.0000

db:aiductive SELECT `value` FROM `tbloptions` WHERE `name` = 'perfshield_login_protection_password'

0.0000

db:aiductive SELECT `value` FROM `tbloptions` WHERE `name` = 'perfshield_login_protection_ip_whitelist'

0.0000

db:aiductive SELECT `value` FROM `tbloptions` WHERE `name` = 'perfshield_htaccess_block_bots_enabled'

0.0000

db:aiductive SELECT `value` FROM `tbloptions` WHERE `name` = 'perfshield_htaccess_bots_list'

0.0000

db:aiductive SELECT `value` FROM `tbloptions` WHERE `name` = 'perfshield_htaccess_noindex_login'

0.0002

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

0.0001

db:aiductive SELECT * FROM `tbltickets_priorities`

0.0000

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

0.0001

db:aiductive SELECT * FROM `tblcurrencies`

0.0007

db:aiductive SELECT `slug`, `articleid`, `articlegroup`, `subject`, `tblknowledge_base`.`description`, `tblknowledge_base`.`active` as `active_article`, `tblknowledge_base_groups`.`active` as `active_group`, `name` as `group_name`, `staff_article` FROM `tblknowledge_base` LEFT JOIN `tblknowledge_base_groups` ON `tblknowledge_base_groups`.`groupid` = `tblknowledge_base`.`articlegroup` WHERE `slug` = 'Assigning-a-department-manager' ORDER BY `article_order` ASC

0.0001

db:aiductive SELECT `articlegroup` FROM `tblknowledge_base` WHERE `articleid` = '64'

0.0005

db:aiductive SELECT * FROM `tblknowledge_base` WHERE `articlegroup` = '2' AND `articleid` != '64' AND `active` = 1 AND `staff_article` = 0 LIMIT 5

0.0003

db:aiductive SELECT * FROM `tblviews_tracking` WHERE `rel_id` = '64' AND `rel_type` = 'kb_article' ORDER BY `id` DESC LIMIT 1

0.0006

db:aiductive INSERT INTO `tblviews_tracking` (`rel_id`, `rel_type`, `date`, `view_ip`) VALUES ('64', 'kb_article', '2026-01-15 11:33:34', '216.73.216.103')

0.0001

db:aiductive SELECT * FROM `tblcurrencies` WHERE `isdefault` = 1

0.0002

db:aiductive SELECT * FROM `tbltags` ORDER BY `name` ASC

0.0131

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] => 2 [name] => Finance [imap_username] => [email] => Finance@gaptrade.io [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [2] => Array ( [departmentid] => 3 [name] => Conversion [imap_username] => [email] => [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [3] => 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 ) [4] => Array ( [departmentid] => 5 [name] => Customer Success [imap_username] => [email] => [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [5] => Array ( [departmentid] => 8 [name] => michaelg [imap_username] => michaelg@michaelg.com [email] => [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [6] => Array ( [departmentid] => 9 [name] => Scot [imap_username] => [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] => 2 [symbol] => â‚¬ [name] => EUR [decimal_separator] => , [thousand_separator] => . [placement] => before [isdefault] => 0 ) [2] => Array ( [id] => 3 [symbol] => $ [name] => AUD [decimal_separator] => . [thousand_separator] => , [placement] => before [isdefault] => 0 ) [3] => Array ( [id] => 4 [symbol] => (BIDR) [name] => BIDR [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [4] => Array ( [id] => 5 [symbol] => (USDT) [name] => USDT [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [5] => Array ( [id] => 6 [symbol] => (BTC) [name] => BTC [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [6] => Array ( [id] => 7 [symbol] => (ETH) [name] => ETH [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [7] => Array ( [id] => 8 [symbol] => (XRP) [name] => XRP [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [8] => Array ( [id] => 9 [symbol] => (GBP) [name] => GBP [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) )

Array ( [knowledge-base] => Array ( [slug] => knowledge-base [name] => Knowledge Base [href] => https://aiductive.com/knowledge-base [position] => 5 [icon] => [children] => Array ( ) ) [affiliate] => Array ( [slug] => affiliate [name] => Affiliate [href] => https://aiductive.com/affiliate_management/join [position] => 10 [icon] => [children] => Array ( ) ) [register] => Array ( [slug] => register [name] => Register [href] => https://aiductive.com/authentication/register [position] => 99 [icon] => [children] => Array ( ) ) [login] => Array ( [slug] => login [name] => Login [href] => https://aiductive.com/authentication/login [position] => 100 [icon] => far fa-user [children] => Array ( ) ) )

stdClass Object ( [slug] => Assigning-a-department-manager [articleid] => 64 [articlegroup] => 2 [subject] => Assigning a department manager [description] => <p><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Assigning%20Department%20Managers%20Compressed.mp4" type="video/mp4"></video></p> <p><span style="font-size:14pt;">We suggest only adding Managers and Admins as Department managers to the Departments.</span></p> <p><span style="font-size:14pt;">1. Inside the CRM go to "Setup" at the left side of the screen at the bottom of the settings list. </span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p> <p><span style="font-size:14pt;">2. In the "Setup" options menu go to the "Departments" button.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Departments%20CRM.png" width="250" height="177" alt=""></p> <p><span style="font-size:14pt;">3. Find and choose the "Department" you want to add your department manager to and press on it.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20List%20CRM.png" width="600" height="309" alt=""></p> <p><span style="font-size:14pt;">4. Inside your chosen "Department" settings go to the Manager list and press on it.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20Manager%20Dropdown%20Closed%20CRM.png" width="600" height="261" alt=""></p> <p><span style="font-size:14pt;">5. Press on the Manager list a dropdown list with all the members in the CRM will appear find and press on the members you want to assign as managers.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20Manager%20Dropdown%20Open%20CRM.png" width="600" height="530" alt=""></p> <p><span style="font-size:14pt;">6. After choosing the department manager you want to add press <span style="color:#0000ff;">Submit </span>to save your changes the department manager you added will appear on the right side of the "Department".</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20Right%20Side%20Managers%20CRM.png" width="600" height="69" alt=""></p> [active_article] => 1 [active_group] => 1 [group_name] => Basics [staff_article] => 0 )

<!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>Assigning a department manager</title> <link rel="shortcut icon" id="favicon" href="https://aiductive.com/uploads/company/favicon.png"> <link rel="apple-touch-icon”" id="favicon-apple-touch-icon" href="https://aiductive.com/uploads/company/favicon.png"> <link rel="stylesheet" type="text/css" id="reset-css" href="https://aiductive.com/assets/css/reset.min.css?v=1768469614"> <link rel="stylesheet" type="text/css" id="bootstrap-css" href="https://aiductive.com/assets/plugins/bootstrap/css/bootstrap.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="inter-font" href="https://aiductive.com/assets/plugins/inter/inter.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="datatables-css" href="https://aiductive.com/assets/plugins/datatables/datatables.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-css" href="https://aiductive.com/assets/plugins/font-awesome/css/fontawesome.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-brands" href="https://aiductive.com/assets/plugins/font-awesome/css/brands.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-solid" href="https://aiductive.com/assets/plugins/font-awesome/css/solid.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-regular" href="https://aiductive.com/assets/plugins/font-awesome/css/regular.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="datetimepicker-css" href="https://aiductive.com/assets/plugins/datetimepicker/jquery.datetimepicker.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="bootstrap-select-css" href="https://aiductive.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://aiductive.com/assets/plugins/lightbox/css/lightbox.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="colorpicker-css" href="https://aiductive.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://aiductive.com/assets/builds/tailwind.css?v=1768469614"> <link rel="stylesheet" type="text/css" id="theme-css" href="https://aiductive.com/assets/themes/nfinx/css/style.min.css?v=1768469614"> <script src="https://aiductive.com/assets/plugins/jquery/jquery.min.js"></script> <link href="https://aiductive.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":"c65fb11a881e9bd07a4bdcee800bc72b"},"token_name":"csrf_token_name","hash":"c65fb11a881e9bd07a4bdcee800bc72b"}; 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 }); $(document).ajaxError(function(event, request, settings) { if (request.status === 419) { alert_float('warning', 'Page expired, refresh the page make an action.') } }); } </script> <script> "use strict"; const SAAS_MODULE_NAME = 'saas'; const SAAS_MAGIC_AUTH_BASE_URL = 'https://aiductive.com/clients/ps_magic/'; const SAAS_DEFAULT_HOST = 'aiductive.com'; const SAAS_ACTIVE_SEGMENT = (window.location .search.startsWith("?subscription") || window.location .search.startsWith("?companies")) ? window.location.search.split('&')[0] : '?subscription'; const SAAS_CONTROL_CLIENT_MENU = 0; const SAAS_MAX_SLUG_LENGTH = 20; </script>  <script src="https://aiductive.com/assets/saas/js/client.js?v=0.3.5"></script> <script> const appFormatMoney = new AppFormatMoney({ removeDecimalsOnZero: 0, decimalPlaces: 2, currency: {"id":"1","symbol":"$","name":"USD","decimal_separator":".","thousand_separator":",","placement":"before","isdefault":"1"}, }); </script> <link rel="stylesheet" type="text/css" href="https://aiductive.com/assets/saas/css/client.css?v=0.3.5" />      <link href="https://aiductive.com/modules/prchat/assets/clients/styles.css?v=1768469614" rel="stylesheet" type="text/css" ><link href="https://aiductive.com/modules/prchat/assets/css/lity.css?v=1768469614" rel="stylesheet" type="text/css" /><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://aiductive.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 = "2097152"; 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: "Asia/Jerusalem", 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" + ' (2 MB)', file_exceeds_max_filesize: "The uploaded file exceeds the upload_max_filesize directive in php.ini" + ' (2 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 = "2097152"; var file_exceeds_maxfile_size_in_form = "The uploaded file exceeds the MAX_FILE_SIZE directive that was specified in the HTML form" + ' (2 MB)'; var file_exceeds_max_filesize = "The uploaded file exceeds the upload_max_filesize directive in php.ini" + ' (2 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 = "Asia/Jerusalem"; 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://aiductive.com/knowledge-base/article/Assigning-a-department-manager" /></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"> Assigning a department manager </h1> <div class="tc-content kb-article-content tw-text-neutral-700"> <p><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Assigning%20Department%20Managers%20Compressed.mp4" type="video/mp4"></video></p> <p><span style="font-size:14pt;">We suggest only adding Managers and Admins as Department managers to the Departments.</span></p> <p><span style="font-size:14pt;">1. Inside the CRM go to "Setup" at the left side of the screen at the bottom of the settings list. </span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p> <p><span style="font-size:14pt;">2. In the "Setup" options menu go to the "Departments" button.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Departments%20CRM.png" width="250" height="177" alt=""></p> <p><span style="font-size:14pt;">3. Find and choose the "Department" you want to add your department manager to and press on it.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20List%20CRM.png" width="600" height="309" alt=""></p> <p><span style="font-size:14pt;">4. Inside your chosen "Department" settings go to the Manager list and press on it.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20Manager%20Dropdown%20Closed%20CRM.png" width="600" height="261" alt=""></p> <p><span style="font-size:14pt;">5. Press on the Manager list a dropdown list with all the members in the CRM will appear find and press on the members you want to assign as managers.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20Manager%20Dropdown%20Open%20CRM.png" width="600" height="530" alt=""></p> <p><span style="font-size:14pt;">6. After choosing the department manager you want to add press <span style="color:#0000ff;">Submit </span>to save your changes the department manager you added will appear on the right side of the "Department".</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20Right%20Side%20Managers%20CRM.png" width="600" height="69" alt=""></p> </div> <h4 class="tw-font-medium tw-text-lg tw-mt-6"> Did you find this article useful? </h4> <div class="answer_response tw-mb-2 tw-text-neutral-500"></div> <div class="btn-group article_useful_buttons" role="group"> <button type="button" data-answer="1" class="btn btn-success"> Yes </button> <input type="hidden" name="articleid" value="64"> <button type="button" data-answer="0" class="btn btn-danger"> No </button> </div> </div> </div> </div> <div class="col-md-4"> <h4 class="kb-related-heading tw-font-semibold tw-text-lg tw-text-neutral-700 tw-mt-0 tw-my-0"> Related Articles </h4> <ul class="articles_list tw-divide-y tw-divide-neutral-200 tw-divide-solid tw-space-y-3"> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://aiductive.com/knowledge-base/article/what-is-nanza-aggregator" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> What is Nanza Aggregator </a> </h4> <div class="tw-text-neutral-500"> Nanza Aggregator is a platform that allows you to run your crypto trading and manage your portfolio.... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://aiductive.com/knowledge-base/article/get-started-with-nanza" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> Get Started with Nanza </a> </h4> <div class="tw-text-neutral-500"> In this article, we'll explain how you can start with Nanza.We'll cover everything you need to know ... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://aiductive.com/knowledge-base/article/email-templates" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> Email Templates </a> </h4> <div class="tw-text-neutral-500"> To set up email templates navigate to Setup -> Email templates and change the co... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://aiductive.com/knowledge-base/article/setting-up-roles" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> Setting up roles </a> </h4> <div class="tw-text-neutral-500"> Nanza CRM setup by default have only 1 role added with name Employee and with no permissions, it&#... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://aiductive.com/knowledge-base/article/staff-permissions-explained" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> Staff Permissions Explained </a> </h4> <div class="tw-text-neutral-500"> Invoices View (Global) – All invoices. View (Own) – Only invoices created by a s... </div> </li> </ul> </div> </div> </div>

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

Loaded Files

client
member
staff
user
contact
table
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] => 2 [name] => Finance [imap_username] => [email] => Finance@gaptrade.io [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [2] => Array ( [departmentid] => 3 [name] => Conversion [imap_username] => [email] => [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [3] => 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 ) [4] => Array ( [departmentid] => 5 [name] => Customer Success [imap_username] => [email] => [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [5] => Array ( [departmentid] => 8 [name] => michaelg [imap_username] => michaelg@michaelg.com [email] => [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [6] => Array ( [departmentid] => 9 [name] => Scot [imap_username] => [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] => 2 [symbol] => â‚¬ [name] => EUR [decimal_separator] => , [thousand_separator] => . [placement] => before [isdefault] => 0 ) [2] => Array ( [id] => 3 [symbol] => $ [name] => AUD [decimal_separator] => . [thousand_separator] => , [placement] => before [isdefault] => 0 ) [3] => Array ( [id] => 4 [symbol] => (BIDR) [name] => BIDR [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [4] => Array ( [id] => 5 [symbol] => (USDT) [name] => USDT [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [5] => Array ( [id] => 6 [symbol] => (BTC) [name] => BTC [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [6] => Array ( [id] => 7 [symbol] => (ETH) [name] => ETH [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [7] => Array ( [id] => 8 [symbol] => (XRP) [name] => XRP [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [8] => Array ( [id] => 9 [symbol] => (GBP) [name] => GBP [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) )
menu	Array ( [knowledge-base] => Array ( [slug] => knowledge-base [name] => Knowledge Base [href] => https://aiductive.com/knowledge-base [position] => 5 [icon] => [children] => Array ( ) ) [affiliate] => Array ( [slug] => affiliate [name] => Affiliate [href] => https://aiductive.com/affiliate_management/join [position] => 10 [icon] => [children] => Array ( ) ) [register] => Array ( [slug] => register [name] => Register [href] => https://aiductive.com/authentication/register [position] => 99 [icon] => [children] => Array ( ) ) [login] => Array ( [slug] => login [name] => Login [href] => https://aiductive.com/authentication/login [position] => 100 [icon] => far fa-user [children] => Array ( ) ) )
isRTL	false
article	stdClass Object ( [slug] => Assigning-a-department-manager [articleid] => 64 [articlegroup] => 2 [subject] => Assigning a department manager [description] => <p><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Assigning%20Department%20Managers%20Compressed.mp4" type="video/mp4"></video></p> <p><span style="font-size:14pt;">We suggest only adding Managers and Admins as Department managers to the Departments.</span></p> <p><span style="font-size:14pt;">1. Inside the CRM go to "Setup" at the left side of the screen at the bottom of the settings list. </span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p> <p><span style="font-size:14pt;">2. In the "Setup" options menu go to the "Departments" button.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Departments%20CRM.png" width="250" height="177" alt=""></p> <p><span style="font-size:14pt;">3. Find and choose the "Department" you want to add your department manager to and press on it.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20List%20CRM.png" width="600" height="309" alt=""></p> <p><span style="font-size:14pt;">4. Inside your chosen "Department" settings go to the Manager list and press on it.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20Manager%20Dropdown%20Closed%20CRM.png" width="600" height="261" alt=""></p> <p><span style="font-size:14pt;">5. Press on the Manager list a dropdown list with all the members in the CRM will appear find and press on the members you want to assign as managers.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20Manager%20Dropdown%20Open%20CRM.png" width="600" height="530" alt=""></p> <p><span style="font-size:14pt;">6. After choosing the department manager you want to add press <span style="color:#0000ff;">Submit </span>to save your changes the department manager you added will appear on the right side of the "Department".</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20Right%20Side%20Managers%20CRM.png" width="600" height="69" alt=""></p> [active_article] => 1 [active_group] => 1 [group_name] => Basics [staff_article] => 0 )
knowledge_base_search	1
related_articles	Array ( [0] => Array ( [articleid] => 13 [articlegroup] => 2 [subject] => What is Nanza Aggregator [description] => <p>Nanza Aggregator is a platform that allows you to run your crypto trading and manage your portfolio.</p> <p>It offers features like copying other traders, market analysis, and advanced tools such as market-making, and arbitrage.</p> <p>It connects to your crypto exchange and offers a convenient way to manage all of your exchange accounts in one place.<br><br><br></p> [slug] => what-is-nanza-aggregator [active] => 1 [datecreated] => 2023-03-30 12:49:46 [article_order] => 0 [staff_article] => 0 ) [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>Prerequisites</h2> <p>Before you begin, ensure that you have the following prerequisites:</p> <ul> <li>Good energy to start with Nanza</li> </ul> <h2><a class="anchor enhancedAnchor_2LWZ"></a>Getting started as a new user with the "New User Experience".</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 ) [2] => Array ( [articleid] => 18 [articlegroup] => 2 [subject] => Email Templates [description] => <article class="clearfix post-35 post type-post status-publish format-standard hentry category-setup-and-configuration category-email-config-and-templates"> <div class="entry-content"> <p>To set up email templates navigate to<span> </span><strong>Setup -> Email templates</strong> and change the content according to your needs.<br><br>You can set up a<span> </span><strong>general email signature</strong><span> </span>in<span> </span><strong>Setup-> Settings-> Email, </strong>this signature will be used on all email representing your company.</p> <p>All email templates will be sent from the general email that is configured in<span> </span><strong>Setup->Settings->Email</strong>.</p> <h4><strong>How multi-language for email templates is used?</strong></h4> <ul> <li><strong>Customer 1</strong><span> </span>have language English</li> <li><strong>Customer </strong><strong>2</strong><span> </span>have language Dutch</li> </ul> <p>When an email template will be sent to<span> </span><strong>Customer </strong><strong>1</strong><span> </span>the content will be taken from<span> </span><strong>English</strong><span> </span>email template, for staff<span> </span><strong>Customer </strong><strong>2</strong><span> </span>the content will be taken from<span> </span><strong>Dutch</strong><span> </span>email template.</p> <p>The same procedure is applied for staff members.</p> <div class="st-alert st-alert-info">When sending<strong><span> </span>email template to lead</strong><span> </span>eq. proposal the system default language will be used.</div> <h3><strong>What will happen if the content is empty for email template and user use this language?</strong><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/email-templates/#what-will-happen-if-the-content-is-empty-for-email-template-and-user-use-this-language"></a></h3> <p>In case the content for the template is empty for a specific language which is not the default system language the content from the email template will be taken from the default system language setup in Setup->Settings ->Localization.</p> <p><strong>Make sure you always populate the default system language template.</strong></p> <p>The system will auto slide down the languages that are used over the system based on staff and customers when you navigate to edit specific email template.</p> <h4><strong>Disabling email templates</strong></h4> <p>Open email template and<span> </span><strong>check</strong><span> </span>the<span> </span><strong>disabled field</strong>. If the disabled field is checked this email wont be sent ever.</p> <p>Eq. If you want to disable sending welcome email when creating contact navigate to<span> </span><strong>Setup->Email Templates</strong><span> </span>and find the template with name: <strong>New Customer Added/Registered (Welcome Email)<span> </span></strong>check the disabled checkbox and save.</p> </div> </article> <section class="clearfix"></section> [slug] => email-templates [active] => 1 [datecreated] => 2023-05-18 12:05:51 [article_order] => 0 [staff_article] => 0 ) [3] => Array ( [articleid] => 19 [articlegroup] => 2 [subject] => Setting up roles [description] => <article class="clearfix post-142 post type-post status-publish format-standard hentry category-setup-and-configuration"> <div class="entry-content"> <p>Nanza CRM setup by default have only 1 role added with name Employee and with no permissions, it’s up to you to adjust the permissions for this role or create a new one.</p> <p>To create new role navigate to<span> </span><strong>Setup->Roles,<span> </span></strong>more info about all permissions can be found by clicking<span> </span>here: <a href="https://crm.podcator.com/knowledge-base/article/staff-permissions-explained">Permissions Explained</a></p> <p>Role permissions are overwritten by staff permissions. The roles permission are used as a helper to auto-populate all permissions while creating staff member.</p> <p>Changing role permissions won’t affect the current staff members permission that using the role you are updating, when updating role you can check <strong>Update all staff members permissions that are using this role</strong><span> </span>if you want all staff members permissions that are using this role to be updated.</p> <p>In<span> </span><strong>Setup->Settings-></strong>Misc you can configure default staff role, this will be the role selected by default when creating new staff member.</p> <div class="st-alert st-alert-">Admin users don’t have any permissions and they have access everywhere.</div> <p>You will be able to see when you check the Administrator field eq when creating new staff member, all the permissions will be unchecked and disabled.</p> <p></p> <p><strong>How to create a new role</strong></p> <p><video width="542" height="271" style="background-image:url("https://crm.podcator.com/admin/knowledge_base/article/img/object.gif");" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/setup%20roles.webm" type="video/webm"></video></p> <p>1. <span>Go to "Setup" at the bottom of the settings list.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p> <p>2. <span>Press the second option in the list on the left which says "</span>Roles". </p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Roles%20CRM.png" width="250" height="177" alt=""></p> <p>3. <span>Find the long blue button "New </span>Role" at the top of the page.</p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Setup%20Roles%20New%20Role%20Button%20CRM.png" width="200" height="104" alt=""><br>4. Assign the "Role Name" and tick any required boxes that the role should have permissions to do.</p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Add%20New%20Role%20Permissions%20CRM%20.png" width="600" height="597" alt=""></p> <p><br>5. <span>Find and press the blue "Save" button in the right bottom corner of the page once pressed your new role will be created.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Staff%20Member%20Submit%20Button%20CRM.png" width="600" height="139" alt=""></p> </div> </article> <section class="clearfix"></section> [slug] => setting-up-roles [active] => 1 [datecreated] => 2023-05-18 12:08:06 [article_order] => 0 [staff_article] => 0 ) [4] => Array ( [articleid] => 21 [articlegroup] => 2 [subject] => Staff Permissions Explained [description] => <article class="clearfix post-162 post type-post status-publish format-standard hentry category-general-informations"> <div class="entry-content"> <h4>Invoices<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#invoices"></a></h4> <ul> <li>View (Global) – All invoices.</li> <li>View (Own) – Only invoices created by a staff member.</li> <li>Create – Create invoices</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete<span> </span>– 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> </span>Setup->Settings->Finance->Invoices</strong><span> </span>the option “<strong>Allow staff members to view invoices where they are assigned to</strong>” is set to<span> </span><strong>Yes<span> </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) – All estimates.</li> <li>View (Own) – Only estimates created by the staff member.</li> <li>Create – Create estimates</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete<span> </span>– 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> </span>Setup->Settings->Finance->Estimates</strong><span> </span>the option “<strong>Allow staff members to view estimates where they are assigned to</strong>” is set to<span> </span><strong>Yes<span> </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) – All proposals.</li> <li>View (Own) – Only proposals created by staff member.</li> <li>Create – Create proposals</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – 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> </span>Setup->Settings->Finance->Proposals<span> </span></strong>the option “<strong>Allow staff members to view proposals where they are assigned to</strong>” is set to<span> </span><strong>Yes<span> </span></strong>and the staff is added as assigned to the proposal.</p> <p><strong>Expenses</strong></p> <ul> <li>View (Global) – All expenses.</li> <li>View (Own) – Only expenses created by staff member.</li> <li>Create – Create expenses</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – 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) – All contracts.</li> <li>View (Own) – Only contracts created by the staff member.</li> <li>Create – Create contracts</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – 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) – All payments.</li> <li>View (Own) – (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 – Create payments – if have permission View (Own) for invoices will be able to add payments based on invoices created by the staff member.</li> <li>Edit – All (if have permission View Global for invoices ) and own based on invoices permission.</li> <li>Delete – 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) – All projects</li> <li>View (Own) – (Not applicable) If staff member doesn’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 – Create new projects</li> <li>Edit – All (if have permission View Global ) and projects where a staff member is added as a project member</li> <li>Delete – 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) – All tasks</li> <li>View (Own) – (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 – Create new tasks</li> <li>Edit – All (if have permission View Global ) and tasks where staff member is connected.</li> <li>Delete – All (if have permission View Global ) and tasks where staff member is connected.</li> </ul> <p>In 1 occasion<span> </span><strong>staff member will be able to see other tasks</strong><span> </span>(if doesn’t have permission View Global for tasks) related to project where the<strong><span> </span></strong>staff member is added as project member only if in<span> </span><strong>Setup->Settings->Tasks</strong><span> </span>-> <strong>Allow all staff to see all tasks related to projects (includes non-staff)</strong><span> </span>is set to<span> </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) – All customers.</li> <li>View (Own) – (Not applicable) Based on<span> </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 – Create customers – If dont have permissions View (Global) the staff member will be auto added as customer admin.</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – Delete customers – 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) – View all items.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create items</li> <li>Edit – Edit and manage all items.</li> <li>Delete – 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) – View all articles includes internal staff members articles.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create articles and groups</li> <li>Edit – Edit and manage all articles and groups.</li> <li>Delete – 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) – View all goals.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create goals</li> <li>Edit – Edit and manage all goals.</li> <li>Delete – 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) – View all email templates</li> <li>View (Own) – Not applicable.</li> <li>Create -Not applicable.</li> <li>Edit – Edit and manage all email templates.</li> <li>Delete – 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) – <strong>View all reports</strong></li> <li>View (Own) – Not applicable.</li> <li>Create -Not applicable.</li> <li>Edit – Not applicable.</li> <li>Delete – 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) – View all roles.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create roles.</li> <li>Edit – Edit and manage all roles.</li> <li>Delete – All.</li> </ul> <h4>Settings (Setup->Settings)<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#settings-setup-settings"></a></h4> <ul> <li>View (Global) – View all settings.</li> <li>View (Own) – Not applicable.</li> <li>Create – Not applicable.</li> <li>Edit – Update all settings.</li> <li>Delete – 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) – View all staff members.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create new staff members.</li> <li>Edit – Edit and manage all staff members.</li> <li>Delete – 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) – View all surveys.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create newsurveys.</li> <li>Edit – Edit and manage all surveys.</li> <li>Delete – 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) – Staff member will be able to VIEW bulk PDF exporter feature in Utilities->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) – Not applicable.</li> <li>Create – Not applicable.</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – 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> </span>not staff member.</strong></p> <ul> <li>View (Global) – If this permission is<span> </span><strong>not</strong><span> </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) – Not applicable.</li> <li>Create – Not applicable – All staff can create leads, except members marked as<span> </span>not staff members</li> <li>Edit – Not applicable – 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 – If not granted, the staff will be able to delete his own leads only.</li> </ul> <ul> <li>Staff members that are<span> </span><strong>not admins can only see leads to whom are assigned</strong>, <strong>lead is created by staff member, or lead is marked as public</strong>.</li> <li>Staff members that are<span> </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> </span>– By default only staff members that belong to the ticket department will be able to see tickets if in<span> </span><strong>Setup->Settings->Tickets</strong><span> </span>the option <strong>Allow staff to access the only ticket that belongs to staff departments</strong><span> </span>is set to<span> </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 ) )
title	Assigning a department manager
use_navigation	1
use_submenu	1
navigationEnabled	1
subMenuEnabled	1
current_module
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>Assigning a department manager</title> <link rel="shortcut icon" id="favicon" href="https://aiductive.com/uploads/company/favicon.png"> <link rel="apple-touch-icon”" id="favicon-apple-touch-icon" href="https://aiductive.com/uploads/company/favicon.png"> <link rel="stylesheet" type="text/css" id="reset-css" href="https://aiductive.com/assets/css/reset.min.css?v=1768469614"> <link rel="stylesheet" type="text/css" id="bootstrap-css" href="https://aiductive.com/assets/plugins/bootstrap/css/bootstrap.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="inter-font" href="https://aiductive.com/assets/plugins/inter/inter.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="datatables-css" href="https://aiductive.com/assets/plugins/datatables/datatables.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-css" href="https://aiductive.com/assets/plugins/font-awesome/css/fontawesome.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-brands" href="https://aiductive.com/assets/plugins/font-awesome/css/brands.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-solid" href="https://aiductive.com/assets/plugins/font-awesome/css/solid.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-regular" href="https://aiductive.com/assets/plugins/font-awesome/css/regular.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="datetimepicker-css" href="https://aiductive.com/assets/plugins/datetimepicker/jquery.datetimepicker.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="bootstrap-select-css" href="https://aiductive.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://aiductive.com/assets/plugins/lightbox/css/lightbox.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="colorpicker-css" href="https://aiductive.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://aiductive.com/assets/builds/tailwind.css?v=1768469614"> <link rel="stylesheet" type="text/css" id="theme-css" href="https://aiductive.com/assets/themes/nfinx/css/style.min.css?v=1768469614"> <script src="https://aiductive.com/assets/plugins/jquery/jquery.min.js"></script> <link href="https://aiductive.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":"c65fb11a881e9bd07a4bdcee800bc72b"},"token_name":"csrf_token_name","hash":"c65fb11a881e9bd07a4bdcee800bc72b"}; 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 }); $(document).ajaxError(function(event, request, settings) { if (request.status === 419) { alert_float('warning', 'Page expired, refresh the page make an action.') } }); } </script> <script> "use strict"; const SAAS_MODULE_NAME = 'saas'; const SAAS_MAGIC_AUTH_BASE_URL = 'https://aiductive.com/clients/ps_magic/'; const SAAS_DEFAULT_HOST = 'aiductive.com'; const SAAS_ACTIVE_SEGMENT = (window.location .search.startsWith("?subscription") \|\| window.location .search.startsWith("?companies")) ? window.location.search.split('&')[0] : '?subscription'; const SAAS_CONTROL_CLIENT_MENU = 0; const SAAS_MAX_SLUG_LENGTH = 20; </script> <!-- Load client panel script and style --> <script src="https://aiductive.com/assets/saas/js/client.js?v=0.3.5"></script> <script> const appFormatMoney = new AppFormatMoney({ removeDecimalsOnZero: 0, decimalPlaces: 2, currency: {"id":"1","symbol":"$","name":"USD","decimal_separator":".","thousand_separator":",","placement":"before","isdefault":"1"}, }); </script> <link rel="stylesheet" type="text/css" href="https://aiductive.com/assets/saas/css/client.css?v=0.3.5" /> <!-- style control for client menu visibility --> <!-- load client widgets --> <!-- load registration form widget --> <!-- load onboarding tour guide widget --> <!-- coming soon --> <link href="https://aiductive.com/modules/prchat/assets/clients/styles.css?v=1768469614" rel="stylesheet" type="text/css" ><link href="https://aiductive.com/modules/prchat/assets/css/lity.css?v=1768469614" rel="stylesheet" type="text/css" /><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://aiductive.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 = "2097152"; 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: "Asia/Jerusalem", 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" + ' (2 MB)', file_exceeds_max_filesize: "The uploaded file exceeds the upload_max_filesize directive in php.ini" + ' (2 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 = "2097152"; var file_exceeds_maxfile_size_in_form = "The uploaded file exceeds the MAX_FILE_SIZE directive that was specified in the HTML form" + ' (2 MB)'; var file_exceeds_max_filesize = "The uploaded file exceeds the upload_max_filesize directive in php.ini" + ' (2 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 = "Asia/Jerusalem"; 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://aiductive.com/knowledge-base/article/Assigning-a-department-manager" /></head> <body class="customers mozilla" >
view	<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"> Assigning a department manager </h1> <div class="tc-content kb-article-content tw-text-neutral-700"> <p><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Assigning%20Department%20Managers%20Compressed.mp4" type="video/mp4"></video></p> <p><span style="font-size:14pt;">We suggest only adding Managers and Admins as Department managers to the Departments.</span></p> <p><span style="font-size:14pt;">1. Inside the CRM go to "Setup" at the left side of the screen at the bottom of the settings list. </span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p> <p><span style="font-size:14pt;">2. In the "Setup" options menu go to the "Departments" button.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Departments%20CRM.png" width="250" height="177" alt=""></p> <p><span style="font-size:14pt;">3. Find and choose the "Department" you want to add your department manager to and press on it.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20List%20CRM.png" width="600" height="309" alt=""></p> <p><span style="font-size:14pt;">4. Inside your chosen "Department" settings go to the Manager list and press on it.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20Manager%20Dropdown%20Closed%20CRM.png" width="600" height="261" alt=""></p> <p><span style="font-size:14pt;">5. Press on the Manager list a dropdown list with all the members in the CRM will appear find and press on the members you want to assign as managers.</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20Manager%20Dropdown%20Open%20CRM.png" width="600" height="530" alt=""></p> <p><span style="font-size:14pt;">6. After choosing the department manager you want to add press <span style="color:#0000ff;">Submit </span>to save your changes the department manager you added will appear on the right side of the "Department".</span></p> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20Right%20Side%20Managers%20CRM.png" width="600" height="69" alt=""></p> </div> <h4 class="tw-font-medium tw-text-lg tw-mt-6"> Did you find this article useful? </h4> <div class="answer_response tw-mb-2 tw-text-neutral-500"></div> <div class="btn-group article_useful_buttons" role="group"> <button type="button" data-answer="1" class="btn btn-success"> Yes </button> <input type="hidden" name="articleid" value="64"> <button type="button" data-answer="0" class="btn btn-danger"> No </button> </div> </div> </div> </div> <div class="col-md-4"> <h4 class="kb-related-heading tw-font-semibold tw-text-lg tw-text-neutral-700 tw-mt-0 tw-my-0"> Related Articles </h4> <ul class="articles_list tw-divide-y tw-divide-neutral-200 tw-divide-solid tw-space-y-3"> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://aiductive.com/knowledge-base/article/what-is-nanza-aggregator" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> What is Nanza Aggregator </a> </h4> <div class="tw-text-neutral-500"> Nanza Aggregator is a platform that allows you to run your crypto trading and manage your portfolio.... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://aiductive.com/knowledge-base/article/get-started-with-nanza" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> Get Started with Nanza </a> </h4> <div class="tw-text-neutral-500"> In this article, we'll explain how you can start with Nanza.We'll cover everything you need to know ... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://aiductive.com/knowledge-base/article/email-templates" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> Email Templates </a> </h4> <div class="tw-text-neutral-500"> To set up email templates navigate to Setup -> Email templates and change the co... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://aiductive.com/knowledge-base/article/setting-up-roles" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> Setting up roles </a> </h4> <div class="tw-text-neutral-500"> Nanza CRM setup by default have only 1 role added with name Employee and with no permissions, it&#... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://aiductive.com/knowledge-base/article/staff-permissions-explained" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> Staff Permissions Explained </a> </h4> <div class="tw-text-neutral-500"> Invoices View (Global) – All invoices. View (Own) – Only invoices created by a s... </div> </li> </ul> </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 AIductive </span> </div> </div> </div> </footer>
scripts

__ci_last_regenerate	1768469613

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

my_saas_config.php
application/config/my_saas_config.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

enhanced_error_handler_helper.php
application/helpers/enhanced_error_handler_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_tags.php
application/libraries/App_tags.php

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

Session_database_driver.php
application/libraries/Session/drivers/Session_database_driver.php

Stripe_core.php
application/libraries/Stripe_core.php

Stripe_subscriptions.php
application/libraries/Stripe_subscriptions.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_import.php
application/libraries/import/App_import.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

Payment_modes_model.php
application/models/Payment_modes_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

Str.php
application/services/utilities/Str.php

StrClickable.php
application/services/utilities/StrClickable.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

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

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

functions.php
application/vendor/illuminate/events/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

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

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

Stripe.php
application/vendor/stripe/stripe-php/lib/Stripe.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

bootstrap81.php
application/vendor/symfony/polyfill-php83/bootstrap81.php

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

footer.php
application/views/themes/nfinx/footer.php

functions.php
application/views/themes/nfinx/functions.php

head.php
application/views/themes/nfinx/head.php

index.php
application/views/themes/nfinx/index.php

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

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

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

knowledge_base_article.php
application/views/themes/nfinx/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

affiliate_management.php
modules/affiliate_management/affiliate_management.php

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

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

affiliate_management_helper.php
modules/affiliate_management/helpers/affiliate_management_helper.php

affiliate_management_php8_polyfill_helper.php
modules/affiliate_management/helpers/affiliate_management_php8_polyfill_helper.php

affiliate_management_setup_helper.php
modules/affiliate_management/helpers/affiliate_management_setup_helper.php

affiliate_management_lang.php
modules/affiliate_management/language/english/affiliate_management_lang.php

Affiliate_management_gateway.php
modules/affiliate_management/libraries/Affiliate_management_gateway.php

Affiliate_management_model.php
modules/affiliate_management/models/Affiliate_management_model.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

constants.php
modules/backup/config/constants.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

import_wizard_helper.php
modules/importsync/helpers/import_wizard_helper.php

importsync_helper.php
modules/importsync/helpers/importsync_helper.php

importsync.php
modules/importsync/importsync.php

importsync_lang.php
modules/importsync/language/english/importsync_lang.php

Import_staff.php
modules/importsync/libraries/Import_staff.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

mcp_integration.php
modules/mcp_integration/mcp_integration.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

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

my_routes.php
modules/page_builder/config/my_routes.php

page_builder_custom_attribute_sanitizer.php
modules/page_builder/helpers/page_builder_custom_attribute_sanitizer.php

page_builder_helper.php
modules/page_builder/helpers/page_builder_helper.php

page_builder_php8_polyfill_helper.php
modules/page_builder/helpers/page_builder_php8_polyfill_helper.php

page_builder_setup_helper.php
modules/page_builder/helpers/page_builder_setup_helper.php

page_builder_tree_explorer_helper.php
modules/page_builder/helpers/page_builder_tree_explorer_helper.php

page_builder_lang.php
modules/page_builder/language/english/page_builder_lang.php

page_builder.php
modules/page_builder/page_builder.php

autoload.php
modules/page_builder/vendor/autoload.php

autoload_real.php
modules/page_builder/vendor/composer/autoload_real.php

autoload_static.php
modules/page_builder/vendor/composer/autoload_static.php

platform_check.php
modules/page_builder/vendor/composer/platform_check.php

AttributeSanitizerInterface.php
modules/page_builder/vendor/symfony/html-sanitizer/Visitor/AttributeSanitizer/AttributeSanitizerInterface.php

app-config.php
modules/perfex_saas/config/app-config.php

constants.php
modules/perfex_saas/config/constants.php

csrf_exclude_uris.php
modules/perfex_saas/config/csrf_exclude_uris.php

middleware_hooks.php
modules/perfex_saas/config/middleware_hooks.php

my_hooks.php
modules/perfex_saas/config/my_hooks.php

contact_columns.php
modules/perfex_saas/config/my_hooks/contact_columns.php

my_routes.php
modules/perfex_saas/config/my_routes.php

perfex_saas_api_helper.php
modules/perfex_saas/helpers/perfex_saas_api_helper.php

perfex_saas_core_helper.php
modules/perfex_saas/helpers/perfex_saas_core_helper.php

perfex_saas_demo_instance_helper.php
modules/perfex_saas/helpers/perfex_saas_demo_instance_helper.php

perfex_saas_deploy_helper.php
modules/perfex_saas/helpers/perfex_saas_deploy_helper.php

perfex_saas_helper.php
modules/perfex_saas/helpers/perfex_saas_helper.php

perfex_saas_middleware_helper.php
modules/perfex_saas/helpers/perfex_saas_middleware_helper.php

perfex_saas_php8_polyfill_helper.php
modules/perfex_saas/helpers/perfex_saas_php8_polyfill_helper.php

perfex_saas_setup_helper.php
modules/perfex_saas/helpers/perfex_saas_setup_helper.php

perfex_saas_storage_helper.php
modules/perfex_saas/helpers/perfex_saas_storage_helper.php

perfex_saas_usage_limit_helper.php
modules/perfex_saas/helpers/perfex_saas_usage_limit_helper.php

after_first_instance_actions.php
modules/perfex_saas/hooks/after_first_instance_actions.php

alternative_base_host.php
modules/perfex_saas/hooks/alternative_base_host.php

client_interim_pages_menu_control.php
modules/perfex_saas/hooks/client_interim_pages_menu_control.php

client_tenant_bridge.php
modules/perfex_saas/hooks/client_tenant_bridge.php

client_theme_whitelabel.php
modules/perfex_saas/hooks/client_theme_whitelabel.php

custom_path_id.php
modules/perfex_saas/hooks/custom_path_id.php

database_upgrade.php
modules/perfex_saas/hooks/database_upgrade.php

default_module_marketplace.php
modules/perfex_saas/hooks/default_module_marketplace.php

demo_login_credentials.php
modules/perfex_saas/hooks/demo_login_credentials.php

disabled_features.php
modules/perfex_saas/hooks/disabled_features.php

hidden_tenant_sensitive_info.php
modules/perfex_saas/hooks/hidden_tenant_sensitive_info.php

hidden_tenant_tabs.php
modules/perfex_saas/hooks/hidden_tenant_tabs.php

integrations.php
modules/perfex_saas/hooks/integrations.php

cpanel.php
modules/perfex_saas/hooks/integrations/cpanel.php

mysql_root.php
modules/perfex_saas/hooks/integrations/mysql_root.php

plesk.php
modules/perfex_saas/hooks/integrations/plesk.php

virtualmin.php
modules/perfex_saas/hooks/integrations/virtualmin.php

page_builder_lite.php
modules/perfex_saas/hooks/page_builder_lite.php

stripe.php
modules/perfex_saas/hooks/stripe.php

system_setup_warnings.php
modules/perfex_saas/hooks/system_setup_warnings.php

tenant.php
modules/perfex_saas/hooks/tenant.php

tenant_custom_modules_page.php
modules/perfex_saas/hooks/tenant_custom_modules_page.php

tenant_favicon.php
modules/perfex_saas/hooks/tenant_favicon.php

tenant_instance_switch.php
modules/perfex_saas/hooks/tenant_instance_switch.php

tenant_invoice_merge_fields.php
modules/perfex_saas/hooks/tenant_invoice_merge_fields.php

tenant_seeding_cache.php
modules/perfex_saas/hooks/tenant_seeding_cache.php

virtualmin.php
modules/perfex_saas/hooks/virtualmin.php

perfex_saas_lang.php
modules/perfex_saas/language/english/perfex_saas_lang.php

Perfex_saas_custom_stripe_subscriptions.php
modules/perfex_saas/libraries/Perfex_saas_custom_stripe_subscriptions.php

Saas_app_modules.php
modules/perfex_saas/libraries/Saas_app_modules.php

Mysql_root_api.php
modules/perfex_saas/libraries/integrations/Mysql_root_api.php

Perfex_saas_cron_model.php
modules/perfex_saas/models/Perfex_saas_cron_model.php

Perfex_saas_model.php
modules/perfex_saas/models/Perfex_saas_model.php

Perfex_saas_stripe_model.php
modules/perfex_saas/models/Perfex_saas_stripe_model.php

Perfex_saas_subscription_trait.php
modules/perfex_saas/models/Perfex_saas_subscription_trait.php

perfex_saas.php
modules/perfex_saas/perfex_saas.php

helpers.php
modules/perfex_saas/vendor/athlon1600/php-proxy/src/helpers.php

autoload.php
modules/perfex_saas/vendor/autoload.php

ClassLoader.php
modules/perfex_saas/vendor/composer/ClassLoader.php

autoload_real.php
modules/perfex_saas/vendor/composer/autoload_real.php

autoload_static.php
modules/perfex_saas/vendor/composer/autoload_static.php

platform_check.php
modules/perfex_saas/vendor/composer/platform_check.php

function.php
modules/perfex_saas/vendor/symfony/deprecation-contracts/function.php

bootstrap.php
modules/perfex_saas/vendor/symfony/polyfill-ctype/bootstrap.php

bootstrap80.php
modules/perfex_saas/vendor/symfony/polyfill-ctype/bootstrap80.php

bootstrap.php
modules/perfex_saas/vendor/symfony/polyfill-php80/bootstrap.php

scripts.php
modules/perfex_saas/views/client/scripts.php

index.php
modules/perfex_saas/views/client/widgets/index.php

onboarding.php
modules/perfex_saas/views/client/widgets/onboarding.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

initViewCheckClients.php
modules/prchat/views/initViewCheckClients.php

saas_advance_quota_filter_lang.php
modules/saas_advance_quota_filter/language/english/saas_advance_quota_filter_lang.php

saas_advance_quota_filter.php
modules/saas_advance_quota_filter/saas_advance_quota_filter.php

saas_super_assistant_helper.php
modules/saas_super_assistant/helpers/saas_super_assistant_helper.php

saas_super_assistant_lang.php
modules/saas_super_assistant/language/english/saas_super_assistant_lang.php

Saas_super_assistant_model.php
modules/saas_super_assistant/models/Saas_super_assistant_model.php

saas_super_assistant.php
modules/saas_super_assistant/saas_super_assistant.php

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

si_lead_filters.php
modules/si_lead_filters/si_lead_filters.php

surveys_lang.php
modules/surveys/language/english/surveys_lang.php

surveys.php
modules/surveys/surveys.php

autoload.php
modules/surveys/vendor/autoload.php

autoload_real.php
modules/surveys/vendor/composer/autoload_real.php

autoload_static.php
modules/surveys/vendor/composer/autoload_static.php

platform_check.php
modules/surveys/vendor/composer/platform_check.php

theme_style_helper.php
modules/theme_style/helpers/theme_style_helper.php

theme_style_lang.php
modules/theme_style/language/english/theme_style_lang.php

theme_style.php
modules/theme_style/theme_style.php

topnet.php
modules/topnet/topnet.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

security_helper.php
system/helpers/security_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

User_agent.php
system/libraries/User_agent.php

Loading Time: Base Classes	0.0028
Controller Execution Time ( Knowledge Base / Article )	0.0543
Total Execution Time	0.0572

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	aiductive.com
REMOTE_ADDR	216.73.216.103
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://aiductive.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	4
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	database
sess_cookie_name	sp_session
sess_expiration	28800
sess_save_path	sessions
sess_match_ip
sess_time_to_update	300
sess_regenerate_destroy
sess_cookie_samesite	none
cookie_prefix
cookie_domain
cookie_path	/
cookie_secure	1
cookie_httponly	1
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/aiductive/public_html/modules/] => ../../modules/ )
migration_enabled
migration_type	sequential
migration_table	migrations
migration_auto_latest
migration_version	305
migration_path	/home/aiductive/public_html/application/migrations/

Search Knowledge Base Articles

Assigning a department manager

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