# Editing Wallet Details

### <mark style="color:red;">1. Deposit or Withdraw from Wallet</mark>

You can deposit or withdraw funds from the client's wallet.&#x20;

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th></tr></thead><tbody><tr><td><strong>Deposit</strong></td><td><ol><li><p>Click <strong>"Deposit"</strong>. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FttWpayfj5iAJrcnMSqn6%2Fimage.png?alt=media&#x26;token=047f7ea0-6d6a-4998-8d83-292bbbe96272" alt=""><figcaption></figcaption></figure></div></li><li>Enter the deposit amount. </li><li>Key in your comment (optional). </li><li>Select <strong>"Send email notification"</strong> or <strong>"Send pop-up notification"</strong> if you want the client to be notified. You can select the email language too. </li><li>Click <strong>"Save"</strong>. </li></ol></td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FK80haI5Of8zDzkIwAz1R%2Fimage.png?alt=media&#x26;token=4a94cf2e-3ff1-4009-bf22-1d335718e78c" alt=""><figcaption></figcaption></figure></div></td></tr><tr><td><strong>Withdraw</strong></td><td><ol><li><p>Click <strong>"Withdraw"</strong>. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FtkIlmyJTbD8oQ4vaPkyu%2Fimage.png?alt=media&#x26;token=b2f5b6b7-e4ec-4d6f-b938-a557564c693b" alt=""><figcaption></figcaption></figure></div></li><li>Enter the withdrawal amount.</li><li>Key in your comment (optional). </li><li>Select <strong>"Send email notification"</strong> or <strong>"Send pop-up notification"</strong> if you want the client to be notified. You can select the email language too. </li><li>Click <strong>"Save"</strong>. </li></ol></td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FApni03QPBTRcWdcmjwm6%2Fimage.png?alt=media&#x26;token=d4f14f39-364e-4898-a38f-b4771de0dde7" alt=""><figcaption></figcaption></figure></div></td></tr></tbody></table>

### <mark style="color:red;">2. Customize Wallet Permissions</mark>

You can configure deposit, withdrawal, and transfer permissions. Enable or restrict actions to suit operational needs, enhancing both security and compliance.&#x20;

To do so, follow these steps:&#x20;

{% stepper %}
{% step %}

#### Edit Wallet Permissions

1. Click the "Edit" icon.\
   \
   &#x20;![](https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FgxKh2j3bs4MPy5YDA5uo%252Fimage.png%3Falt%3Dmedia%26token%3Dd93f107c-3f1c-4a22-b1e7-4d98d6e7c2aa\&width=300\&dpr=4\&quality=100\&sign=7ec74af6\&sv=2)\\

2. You can configure permissions for deposits, withdrawals, and transfers. By default, all functions are enabled.

3. To disable any function, simply select "No" via the dropdown list.

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FmxYFtrAAJ1G8lCW83OHi%252Fimage.png%3Falt%3Dmedia%26token%3Ddc2d739b-6958-4503-86ea-6b6f5d258d1f&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=239d30c0&#x26;sv=2" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Save Your Changes

1. Once you have completed adjusting the permissions, click "Save" to save your changes.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FnFiLm6TNBiRQ0LljXHMm%2Fimage.png?alt=media&#x26;token=7ad95918-259f-4a36-b7b1-db977deb768a" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

#### **A. Application - Disable Deposits to CRM Wallets**

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th></tr></thead><tbody><tr><td><strong>Back Office - CRM Wallet</strong></td><td>The <strong>"Deposit"</strong> button will no longer be visible for that wallet. </td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FwfILcTw8vqu6ZyOKGnHg%2Fimage.png?alt=media&#x26;token=30c3ae9b-460c-491a-9d0a-fc6de62a320a" alt=""><figcaption></figcaption></figure></div></td></tr><tr><td><strong>Back Office - Client Details Page</strong></td><td>Clicking <strong>"Modify Balance"</strong> for the CRM wallet will show the <strong>"Currency"</strong> field, but no options will appear, preventing deposits. </td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FeOMLXn1x9GRZMx3rRphQ%2Fimage.png?alt=media&#x26;token=7b8a1386-acfa-4ba5-ba4f-22d03099eec2" alt=""><figcaption></figcaption></figure></div></td></tr><tr><td><strong>Back Office - Creation of Deposit Request</strong></td><td>When creating a Deposit request for the client, <strong>"Wallet"</strong> will not appear as an available account to deposit funds into.</td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FeQwfd6fefsJl8oyle0wp%2Fimage.png?alt=media&#x26;token=91affd9c-e18e-4127-835f-22fc3fbef9ec" alt=""><figcaption></figcaption></figure></div></td></tr><tr><td><strong>Client Portal - Submitting Deposit Request</strong></td><td>When submitting a Deposit request, <strong>"Wallet"</strong> will not appear as an available account to deposit funds into. </td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FJJT5tKiGoskEpWGjgyIg%2Fimage.png?alt=media&#x26;token=f64ed5d8-0db0-47c2-8744-3820aa03760f" alt=""><figcaption></figcaption></figure></div></td></tr></tbody></table>

#### **B. Application - Disable Withdrawals to CRM Wallets**

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th></tr></thead><tbody><tr><td><strong>Back Office - CRM Wallet</strong></td><td>The <strong>"Withdraw"</strong> button will no longer be visible for that wallet. </td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FndC3Jyjo4lNRsjXe2Qja%2Fimage.png?alt=media&#x26;token=0ed583fd-eae8-423f-a2a5-93b202c5f9eb" alt=""><figcaption></figcaption></figure></div></td></tr><tr><td><strong>Back Office - Client Details Page</strong></td><td>Clicking <strong>"Modify Balance"</strong> for the CRM wallet will show the <strong>"Currency"</strong> field, but no options will appear, preventing withdrawals. </td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FY9dzF1sgAsgneV1kd3ko%2Fimage.png?alt=media&#x26;token=a4d38c72-0545-4c1a-8693-f1ae8661f8e0" alt=""><figcaption></figcaption></figure></div></td></tr><tr><td><strong>Back Office - Creation of Withdrawal Request</strong></td><td>When creating a Withdrawal request for the client, <strong>"Wallet"</strong> will not appear as an available account to withdraw funds from. </td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FRkI5tMaiW58rGjLaoCE6%2Fimage.png?alt=media&#x26;token=1292687f-1cab-42d0-bdee-bb355a859fa1" alt=""><figcaption></figcaption></figure></div></td></tr><tr><td><strong>Client Portal - Submitting Withdrawal Request</strong></td><td>When submitting a Withdrawal request, <strong>"Wallet"</strong> will not appear as an available account to withdraw funds from. </td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FvHVSRmb6cSRFx4xUzxLe%2Fimage.png?alt=media&#x26;token=64abbf88-ebbd-4513-b4ab-6e82ee4fd0ae" alt=""><figcaption></figcaption></figure></div></td></tr></tbody></table>

#### **C. Application - Disable Transfers for CRM Wallets**

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th></tr></thead><tbody><tr><td><strong>Back Office - Creation of Internal Transfer Request</strong></td><td>When creating an Internal Transfer request for the client, <strong>"Wallet"</strong> will not appear as an available account for both Source Account and Target Account. </td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FnEGDM4XBNAMbQLMVZGb4%2Fimage.png?alt=media&#x26;token=4d218d9d-ef6d-4332-b9d5-af085265acf5" alt=""><figcaption></figcaption></figure></div></td></tr><tr><td><strong>Back Office - Creation of Third Party Transfer Request</strong></td><td><ul><li><p>When creating a Third Party Transfer request for the client, <strong>"Wallet"</strong> will not appear as an available account for the Source Account. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FkRMTf9oDYpuumFazoz19%2Fimage.png?alt=media&#x26;token=084e8e72-be67-4191-9d8a-3acfa755ed97" alt=""><figcaption></figcaption></figure></div></li></ul></td><td><ul><li><p>When creating a Third Party Transfer request from a client to a client with disabled transfer permissions for their wallet, <strong>"Wallet"</strong> will not appear as an available account for the Target Account. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FJPLB7nw3HJWu51kYg466%2Fimage.png?alt=media&#x26;token=a0d776f3-9de9-40db-bf1a-cfa5c266b2c2" alt=""><figcaption></figcaption></figure></div></li></ul></td></tr><tr><td><strong>Client Portal - Submitting Internal Transfer Request</strong></td><td>When submitting an Internal Transfer request, <strong>"Wallet"</strong> will not appear as an available account for both Source Account and Target Account. </td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FPjtw5f5VTCMaVic1BdYS%2Fimage.png?alt=media&#x26;token=849ad41f-05a8-4705-97ef-8746f6123b4e" alt=""><figcaption></figcaption></figure></div></td></tr><tr><td><strong>Client Portal - Submitting Third Party Transfer Request</strong></td><td><ul><li><p>When submitting a Third Party Transfer request, <strong>"Wallet"</strong> will not appear as an available account for Source Account.<br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FyS8A4LuOaUjaZTnIvwCW%2Fimage.png?alt=media&#x26;token=a43e09c9-4ffe-491f-83f4-7ff4d66951c9" alt=""><figcaption></figcaption></figure></div></li></ul></td><td><ul><li>When a client submits a Third Party Transfer request to a client with disabled transfer permissions for their wallet, they will still be able to enter the wallet ID. </li><li><p>However, upon submitting the request, a popup error will appear, stating that transfers to the target wallet are not allowed. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FeUvrG46EkwDfh5UkeDJb%2Fimage.png?alt=media&#x26;token=66a259dc-2cce-413d-911a-17be27da728d" alt=""><figcaption></figcaption></figure></div></li></ul></td></tr></tbody></table>

### <mark style="color:red;">3. View Deposit & Withdrawal History</mark>

You can filter the date range and view the wallet's deposit and withdrawal history. \\

<figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FXJRTROLCjjD1uVq2P2f9%2Fimage.png?alt=media&#x26;token=87e24215-5dbb-4d58-a0d3-d5176996534c" alt=""><figcaption></figcaption></figure>
