Marketplace Installation & Permission Settings

To begin using Match2Pay, follow these steps:

Step 1

1. Navigate to the CRM Marketplace.

   
2. Locate Match2Pay and click "Obtain".

   

Step 2

1. You will be redirected to the details page of Match2Pay.

2. Click "Obtain" to proceed with the installation.

   

Step 3

After installing Match2Pay from the marketplace, you will need to grant the necessary permissions to your backoffice users:

1. Read Match2Pay Settings: This permission allows users to view the Match2Pay settings.

2. Add Match2Pay Settings: Users with this permission can add new Match2Pay settings to the system.

3. Update Match2Pay Settings: This permission enables users to edit the existing Match2Pay settings.

4. Remove Match2Pay Settings: Users with this permission can delete Match2Pay settings from the system if required.

   

Step 4

You will now be able to view Match2Pay Settings under Deposit Settings.