Search Knowledge Base Articles

Default permission for roles

Admin

Bulk PDF Export	View(Global)
Contracts	View (Own) ✔View(Global) ✔Create ✔Edit ✔Delete
Credit Notes	View (Own) ✔View(Global) ✔Create ✔Edit ✔Delete
Traders	View (Own) ✔View(Global) ✔Create ✔Edit ✔Delete ✔Balances ✔Margin positions ✔Orders
Email Templates	✔View(Global) ✔Edit
Estimates	View (Own) ✔View(Global) ✔Create ✔Edit ✔Delete
Expenses	View (Own) ✔View(Global) ✔Create ✔Edit ✔Delete
Invoices	View (Own) ✔View(Global) ✔Create ✔Edit ✔Delete
Items	✔View(Global) ✔Create ✔Edit ✔Delete
Knowledge Base	✔View(Global) ✔Create ✔Edit ✔Delete
Payments	View (Own) ✔View(Global) ✔Create ✔Edit ✔Delete
Projects	View (Own) ✔View(Global) ✔Create ✔Edit ✔Delete ✔Create Timesheets ✔Edit Milestones ✔Delete Milestones
Proposals	View (Own) ✔View(Global) ✔Create ✔Edit ✔Delete
Reports	✔View(Global) ✔View Timesheets Report
Staff Roles	✔View(Global) ✔Create ✔Edit ✔Delete
Settings	✔View(Global) ✔Edit
Staff	✔View(Global) ✔Create ✔Edit ✔Delete
Subscriptions	View (Own) ✔View(Global) ✔Create ✔Edit ✔Delete
Tasks	View (Own) ✔View(Global) ✔Create ✔Edit ✔Delete ✔Edit Timesheets (Global) ✔Edit Own Timesheets ✔Delete Timesheets (Global) ✔Delete own Timesheets
Task Checklist Templates	✔Create ✔Delete
Estimate Request	View (Own) ✔View(Global) ✔Create ✔Edit ✔Delete
Leads	✔View(Global) View (private) ✔Open trading account ✔Show contact ✔Delete
Platform	✔Manager ✔Manager -> Users ✔Manager -> Margin positions ✔Manager -> CFD positions Manager -> Edit CFD position Manager -> Remove CFD position Manager -> Close CFD position ✔Manager -> Orders ✔Manager -> Withdrawal ✔Manager -> Notifications ✔KYC View(Global) ✔KYC Edit ✔Admin
Goals	✔View(Global) ✔Create ✔Edit ✔Delete
MailFlow	✔View(Global) ✔Create ✔Edit ✔Delete
ImportSync	✔View ✔Create ✔Edit ✔Delete ✔Import Staff
Affiliate Management	✔View(Global) ✔Create ✔Edit ✔Delete
SI Lead Filters	✔View(Global) ✔Create ✔Settings
Lead Manager	View (Own) ✔View(Global) ✔Delete ✔Audio Call ✔Video Call ✔Send SMS ✔Email ✔WhatsApp ✔Show Contact
Nfinx Sales	View View(Sales channel) View(Trade discount) View(Diary sync) View(Report) View(POS)
Order list	View (Own) View(Global) Create Edit Delete
Chat Module	✔Grant Access
JavaScript (JS) (NanzaUtilities)	View Create Edit Delete
Style (CSS) (NanzaUtilities)	View Create Edit Delete
Quick Menu (NanzaUtilities)	✔View ✔Create ✔Edit ✔Delete
Support (NanzaUtilities)	View Edit Create Delete
Settings (NanzaUtilities)	View Edit
MA - Dashboard	View
MA - Segments	View View(Global) Create Edit Delete
MA - Components	View View(Global) Create Edit Delete
MA - Campaigns	View View(Global) Create Edit Delete
MA - Channels	View View(Global) Create Edit Delete
MA - Points	View View(Global) Create Edit Delete
MA - Stages	View View(Global) Create Edit Delete
MA - Reports	View
MA - Setting	View Create Edit Delete
NanzAI	✔View(Global) ✔View - Chat ✔View - Image Generator ✔View - Audio Transcription ✔View - Audio Translation ✔View - Template Categories ✔View - Templates ✔Create - Image Generator ✔Create - Audio Transcription ✔Create - Audio Translation ✔Create - Template Categories ✔Create - Templates ✔Delete - Chat ✔Delete - Image Generator ✔Delete - Audio Transcription ✔Delete - Audio Translation ✔Delete - Template Categories ✔Delete - Templates
Call Logs	✔View(Global) ✔Create ✔Edit ✔Delete
Wallet	View(Global) Transact(Global)
Surveys	✔View(Global) ✔Create ✔Edit ✔Delete

Back Office

Bulk PDF Export	View(Global)
Contracts	View (Own) View(Global) Create Edit Delete
Credit Notes	View (Own) View(Global) Create Edit Delete
Traders	View (Own) View(Global) Create Edit Delete Balances Margin positions Orders
Email Templates	View(Global) Edit
Estimates	View (Own) View(Global) Create Edit Delete
Expenses	View (Own) View(Global) Create Edit Delete
Invoices	View (Own) View(Global) Create Edit Delete
Items	View(Global) Create Edit Delete
Knowledge Base	View(Global) Create Edit Delete
Payments	View (Own) View(Global) Create Edit Delete
Projects	View (Own) View(Global) Create Edit Delete Create Timesheets Edit Milestones Delete Milestones
Proposals	View (Own) View(Global) Create Edit Delete
Reports	View(Global) View Timesheets Report
Staff Roles	View(Global) Create Edit Delete
Settings	View(Global) Edit
Staff	View(Global) Create Edit Delete
Subscriptions	View (Own) View(Global) Create Edit Delete
Tasks	View (Own) View(Global) Create Edit Delete Edit Timesheets (Global) Edit Own Timesheets Delete Timesheets (Global) Delete own Timesheets
Task Checklist Templates	Create Delete
Estimate Request	View (Own) View(Global) Create Edit Delete
Leads	View(Global) View (private) Open trading account Show contact Delete
Platform	Manager Manager -> Users Manager -> Margin positions Manager -> CFD positions Manager -> Edit CFD position Manager -> Remove CFD position Manager -> Close CFD position Manager -> Orders Manager -> Withdrawal Manager -> Notifications KYC View(Global) KYC Edit Admin
Goals	View(Global) Create Edit Delete
MailFlow	View(Global) Create Edit Delete
ImportSync	View Create Edit Delete Import Staff
Affiliate Management	View(Global) Create Edit Delete
SI Lead Filters	View(Global) Create Settings
Lead Manager	View (Own) View(Global) Delete Audio Call Video Call Send SMS Email WhatsApp Show Contact
Nfinx Sales	View View(Sales channel) View(Trade discount) View(Diary sync) View(Report) View(POS)
Order list	View (Own) View(Global) Create Edit Delete
Chat Module	Grant Access
JavaScript (JS) (NanzaUtilities)	View Create Edit Delete
Style (CSS) (NanzaUtilities)	View Create Edit Delete
Quick Menu (NanzaUtilities)	View Create Edit Delete
Support (NanzaUtilities)	View Edit Create Delete
Settings (NanzaUtilities)	View Edit
MA - Dashboard	View
MA - Segments	View View(Global) Create Edit Delete
MA - Components	View View(Global) Create Edit Delete
MA - Campaigns	View View(Global) Create Edit Delete
MA - Channels	View View(Global) Create Edit Delete
MA - Points	View View(Global) Create Edit Delete
MA - Stages	View View(Global) Create Edit Delete
MA - Reports	View
MA - Setting	View Create Edit Delete
NanzAI	View(Global) View - Chat View - Image Generator View - Audio Transcription View - Audio Translation View - Template Categories View - Templates Create - Image Generator Create - Audio Transcription Create - Audio Translation Create - Template Categories Create - Templates Delete - Chat Delete - Image Generator Delete - Audio Transcription Delete - Audio Translation Delete - Template Categories Delete - Templates
Call Logs	View(Global) Create Edit Delete
Wallet	View(Global) Transact(Global)
Surveys	View(Global) Create Edit Delete

Demo Admin

Bulk PDF Export	View(Global)
Contracts	View (Own) View(Global) Create Edit Delete
Credit Notes	View (Own) View(Global) Create Edit Delete
Traders	View (Own) View(Global) Create Edit Delete Balances Margin positions Orders
Email Templates	View(Global) Edit
Estimates	View (Own) View(Global) Create Edit Delete
Expenses	View (Own) View(Global) Create Edit Delete
Invoices	View (Own) View(Global) Create Edit Delete
Items	View(Global) Create Edit Delete
Knowledge Base	View(Global) Create Edit Delete
Payments	View (Own) View(Global) Create Edit Delete
Projects	View (Own) View(Global) Create Edit Delete Create Timesheets Edit Milestones Delete Milestones
Proposals	View (Own) View(Global) Create Edit Delete
Reports	View(Global) View Timesheets Report
Staff Roles	View(Global) Create Edit Delete
Settings	View(Global) Edit
Staff	View(Global) Create Edit Delete
Subscriptions	View (Own) View(Global) Create Edit Delete
Tasks	View (Own) View(Global) Create Edit Delete Edit Timesheets (Global) Edit Own Timesheets Delete Timesheets (Global) Delete own Timesheets
Task Checklist Templates	Create Delete
Estimate Request	View (Own) View(Global) Create Edit Delete
Leads	View(Global) View (private) Open trading account Show contact Delete
Platform	Manager Manager -> Users Manager -> Margin positions Manager -> CFD positions Manager -> Edit CFD position Manager -> Remove CFD position Manager -> Close CFD position Manager -> Orders Manager -> Withdrawal Manager -> Notifications KYC View(Global) KYC Edit Admin
Goals	View(Global) Create Edit Delete
MailFlow	View(Global) Create Edit Delete
ImportSync	View Create Edit Delete Import Staff
Affiliate Management	View(Global) Create Edit Delete
SI Lead Filters	View(Global) Create Settings
Lead Manager	View (Own) View(Global) Delete Audio Call Video Call Send SMS Email WhatsApp Show Contact
Nfinx Sales	View View(Sales channel) View(Trade discount) View(Diary sync) View(Report) View(POS)
Order list	View (Own) View(Global) Create Edit Delete
Chat Module	Grant Access
JavaScript (JS) (NanzaUtilities)	View Create Edit Delete
Style (CSS) (NanzaUtilities)	View Create Edit Delete
Quick Menu (NanzaUtilities)	View Create Edit Delete
Support (NanzaUtilities)	View Edit Create Delete
Settings (NanzaUtilities)	View Edit
MA - Dashboard	View
MA - Segments	View View(Global) Create Edit Delete
MA - Components	View View(Global) Did you find this article useful? Related Articles 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... 2025 Copyright AIductive

Search Knowledge Base Articles

Default permission for roles

Related Articles

What is Nanza Aggregator

Get Started with Nanza

Email Templates

Setting up roles

Staff Permissions Explained