Marketplace Installation & Permission Settings

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

1) Marketplace Installation

To start offering PayPal as a new deposit method to your clients, you can conveniently install it from the CRM marketplace.

2) Permission Settings

Once the installation of PayPal is completed, it's important to grant the appropriate permissions to your team members to ensure they can effectively set up and manage PayPal within the CRM.

Once permissions are granted, you will be able to view PayPal Settings.