Marketplace Installation & Permission Settings

To begin using ShuftiPro, install it through the CRM Marketplace and assign the necessary permissions to your team.

Follow these steps to get started:

1

Navigate to CRM Marketplace

1. Navigate to "CRM Marketplace".

   
2. Locate "ShuftiPro" and click onto it.

   

2

Contact Us for Installation

1. You will be redirected to the details page.

2. Click "Contact us for installation".

   
3. Fill in the details and click "Send Request".

4. Your dedicated account manager will assist you with the installation.

3

Permission Settings

1. Once the ShuftiPro module has been installed, you will need to enable the respective permissions.

   1. Read ShuftiPro Settings: Provide you with view-only permissions of ShuftiPro settings.

   2. Update ShuftiPro Settings: Provides you with the permissions to edit ShuftiPro settings.

   
2. Once permissions have been enabled, you will be able to see "ShuftiPro Settings" under the "KYC" tab.