Marketplace Installation & Permission Settings

Marketplace Installation

To start offering PayPal as a new deposit method to your clients, you can conveniently install it from the CRM marketplace. This function is available free of charge.

Step 1

1. Navigate to CRM Marketplace.

   
2. Search for "PayPal" and click "Obtain".

   

Step 2

1. You will be redirected to the PayPal details page.

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

   

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. Here are the specific permissions related to PayPal settings:

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

2. Add PayPal Settings: With this permission, users can add new PayPal settings to the CRM.

3. Update PayPal Settings: This permission enables users to modify and update the existing PayPal settings.

4. Delete PayPal Settings: Users with this permission can delete PayPal settings from the CRM if necessary.

   

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