CRM login notification

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stdClass Object
(
    [slug] => crm-login-notification
    [articleid] => 50
    [articlegroup] => 9
    [subject] => CRM login notification
    [description] => <p>1. CRM URL should be enabled on the platform</p>
<p><img src="https://img001.prntscr.com/file/img001/kroaQMHRSkyomaVeHHftXQ.png" width="270" height="295" alt="kroaQMHRSkyomaVeHHftXQ.png"></p>
<p>2. Enable the "Login Notification".</p>
<p><img src="https://img001.prntscr.com/file/img001/hDZsEBOxTymtjS4CbuMmPw.png" width="301" height="298" alt="hDZsEBOxTymtjS4CbuMmPw.png"></p>
<p>3. This custom_field should be added.</p>
<p><img src="https://img001.prntscr.com/file/img001/ayKUluHNQzabhK5Uc3557Q.png" alt="ayKUluHNQzabhK5Uc3557Q.png" width="408" height="317"></p>
    [active_article] => 1
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    [group_name] => Training and Educational Resources
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1

Array
(
    [0] => Array
        (
            [articleid] => 30
            [articlegroup] => 9
            [subject] => How to Create an Admin
            [description] => <p><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Making%20An%20Admin%20Final%20Compressed.mp4" type="video/mp4"></video></p>
<p>How to make the user an Admin. An Admin has more functions and permissions than a user. Following these steps you may as well create other staff members. An admin role will give you an access to do so.</p>
<p></p>
<p><strong>Path:</strong></p>
<p>1. Go to "Setup" at the bottom of the settings list.</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. Press the very top button "Staff".&#160;</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Staff%20CRM.png" width="250" height="176" alt=""></p>
<p>3. Inside "Staff" find the long blue button "New Staff Member" and press it.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Staff%20Member%20Button%20CRM.png" width="250" height="94" alt=""></p>
<p>4. Fill in the boxes. Please note that the fields marked with a red * are mandatory.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Staff%20Member%20Profile%20CRM.png" width="600" height="504" alt=""></p>
<p>5. Go to the top of the page to find "Permissions", placed to the right of the "Profile".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Staff%20Member%20Permissons%20Button%20CRM.png" width="250" height="144" alt=""></p>
<p>6. At the top of the page find "Role" under "Permissions" and instead of "Sales Agent" choose "Admin".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Staff%20Member%20Admin%20Role%20CRM.png" width="600" height="302" alt=""></p>
<p>7. Tick all the required boxes. This will allow the newly created Admin to have the permissions you have assigned to them. You may choose to not to change the permissions offered to the particular staff member by default.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Staff%20Member%20Permissons%20Tick%20Boxes%20CRM.png" width="600" height="499" alt=""></p>
<p>8. Find and press the blue "Submit" button in the right bottom corner of the page.</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>
            [slug] => assign-an-admin
            [active] => 1
            [datecreated] => 2024-01-19 08:59:32
            [article_order] => 0
            [staff_article] => 0
        )

    [1] => Array
        (
            [articleid] => 32
            [articlegroup] => 9
            [subject] => Add Balance to Account
            [description] => <p style="text-align:center;"><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Adding%20Balance%20To%20Account%20Final%20Compressed.mp4" type="video/mp4"></video></p>
<p>1. Make sure that the user is already a trader: <a href="https://crm.podcator.com/knowledge-base/article/open-trading-account-convert-to-traders">Open a Trading account/Convert to Traders</a>. Find "Traders" on the left side of the page in the settings bar.</p>
<p>2. Choose the user and press the "View profile" option.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Choosing%20User%20In%20Traders%20CRM.png" width="600" height="426" alt=""><br>3. Find "Balances" almost at the bottom of the left side bar with options&#160;</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20Account%20Balances%20CRM.png" width="250" height="145" alt=""><br>4. In this option, you can "Choose account' to Practice/Real/Margin. You can "Add/Remove" any amount of your balance on the right side where it says "-100". As well you can choose the currency where it says "USD" on the right. The amount of the actual balance will be shown on the left side where it says, "USD -100". You can put any amount, currency or the way of the transaction you like.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Trader%20Deposit%20CRM.png" width="600" height="188" alt=""></p>
<p>5. These transactions will be displayed right here.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Transactions%20History%20CRM%20.png" width="600" height="223" alt=""></p>
<p>You can also check the amount by going directly to your account on Podcator and selecting the account you've just added money to.</p>
            [slug] => add-balance-to-account
            [active] => 1
            [datecreated] => 2024-01-19 11:35:20
            [article_order] => 0
            [staff_article] => 0
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            [articlegroup] => 9
            [subject] => Applying Subscription 
            [description] => <p><video width="510" height="255" style="display:block;margin-left:auto;margin-right:auto;" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/subscription.mp4" type="video/mp4">
</video></p>
<p><span style="font-size:14pt;">1. Open the Podcator app: https://app.podcator.com/</span></p>
<p><span style="font-size:14pt;">2. Press on "Manager" option on the left side of the settings bar.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Platform.png" width="50" height="301" alt=""></p>
<p><span style="font-size:14pt;">3. In the top row find "Users".</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Users%20Platform%20.png" width="400" height="33" alt=""></p>
<p><span style="font-size:14pt;">4. Choose the user and find the "Edit profile" grey button in the top right corner.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Choose%20User%20Platform%20.png" width="600" height="91" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Edit%20User%20Profile%20Platform.png" width="600" height="113" alt=""></p>
<p><span style="font-size:14pt;">5.Go to "Profile" and press "Subscription" to select the plan. You can also update the expiration date in "Expires In"</span>.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Subscription%20Dropdown%20Platform.png" width="600" height="403" alt=""></p>
<p><span style="font-size:14pt;">6. Scroll down and find the "Submit" button.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Universal%20Submit%20Button%20Platform.png" width="250" height="50" alt=""></p>
            [slug] => applying-subscription
            [active] => 1
            [datecreated] => 2024-01-19 11:45:32
            [article_order] => 0
            [staff_article] => 0
        )

    [3] => Array
        (
            [articleid] => 34
            [articlegroup] => 9
            [subject] => Finding FAQ
            [description] => <p>To find FAQ visible for every user/admin, use the link: https://crm.podcator.com/knowledge_base</p>
<p>Or remove "admin/" from the following link: https://crm.podcator.com/admin/knowledge_base</p>
            [slug] => finding-faq
            [active] => 1
            [datecreated] => 2024-01-19 11:51:14
            [article_order] => 0
            [staff_article] => 0
        )

    [4] => Array
        (
            [articleid] => 44
            [articlegroup] => 9
            [subject] => Enabling/disabling practice/real acc
            [description] => <p><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Enabling%20Disabling%20Practice%20Real%20Account%20Final%20Compressed.mp4" type="video/mp4"></video></p>
<p>1. Go to the "Admin" button in the settings on the left side of the page. Press on "Trading" out of the faling list.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Admin%20CRM.png" width="250" height="228" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Admin%20Trading%20CRM.png" width="250" height="198" alt=""></p>
<p>2. Scroll down to see configurations, choose enable/disable the practice/real account by pushing on the bullet.&#160;</p>
<p><img src="https://crm.podcator.com/media/website/KB/CRM/real%20and%20practice%20acc%20config.png" width="387" height="186" alt=""></p>
<p>3. Press "Submit".&#160;</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Submit%20Button%20CRM.png" width="94" height="65" alt=""></p>
            [slug] => enabling-disabling-practice-real-acc
            [active] => 1
            [datecreated] => 2024-02-05 15:42:05
            [article_order] => 0
            [staff_article] => 0
        )

)

CRM login notification

1

1

1

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                    <h1
                        class="tw-mt-0 tw-mb-4 kb-article-single-heading tw-font-semibold tw-text-xl tw-text-neutral-700">
                        CRM login notification                    </h1>
                    <div class="tc-content kb-article-content tw-text-neutral-700">
                        <p>1. CRM URL should be enabled on the platform</p>
<p><img src="https://img001.prntscr.com/file/img001/kroaQMHRSkyomaVeHHftXQ.png" width="270" height="295" alt="kroaQMHRSkyomaVeHHftXQ.png"></p>
<p>2. Enable the "Login Notification".</p>
<p><img src="https://img001.prntscr.com/file/img001/hDZsEBOxTymtjS4CbuMmPw.png" width="301" height="298" alt="hDZsEBOxTymtjS4CbuMmPw.png"></p>
<p>3. This custom_field should be added.</p>
<p><img src="https://img001.prntscr.com/file/img001/ayKUluHNQzabhK5Uc3557Q.png" alt="ayKUluHNQzabhK5Uc3557Q.png" width="408" height="317"></p>                    </div>
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