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Add Manager

AddManager

Description: Creates a staff manager account and configures profile data, BackOffice scope, CRM scope, brand/group boundaries, and permission flags.

Staff is a unified entity. BackOffice managers, CRM managers, and admins are stored in the same manager table; access is separated by scope and permissions, not by separate user tables.

Access Control

šŸ›”ļø Access Level Required: SESSION_ADMIN or SESSION_MANAGER

Access Model

Use these fields to define which product area the manager can use:

Field Description
admin Full access flag. When admin = 1, the server forces access_backoffice = 1, access_crm = 1, and all CRM permissions to 1
access_backoffice Enables BackOffice/trading management scope
access_crm Enables CRM/sales/customer management scope
groups BackOffice/trading visibility boundary. Use "*" for all groups
brand CRM visibility boundary. Empty value means no brand restriction only when server-side business rules allow it

BackOffice permissions control trading/account-management actions. CRM permissions control customers, leads, notes, contacts, finance, deposits, withdrawals, credits, and bonuses.

Typical role presets:

Role Recommended fields
Admin admin = 1; other scope/CRM fields are forced to full access
BackOffice dealer admin = 0, access_backoffice = 1, access_crm = 0, set trading permissions, set groups
CRM sales manager admin = 0, access_backoffice = 0, access_crm = 1, set CRM permissions, set brand
Hybrid manager admin = 0, access_backoffice = 1, access_crm = 1, set both trading and CRM permissions

All permission flags are integers:

  • 0 means denied
  • 1 means allowed

If a permission field is omitted, the server uses the default value from ManagerRecord. For CRM permissions this default is 0; for access_backoffice it is 1 to preserve legacy BackOffice manager behavior.

See also: Staff Access Model.

Request Parameters

Field Type Required Description
groups string Yes Group scope (e.g., "*" for all)
name string Yes Full name of the manager
password string Yes New password (optional during update)
email string Yes Email address
brand string No Assigned brand name
access_backoffice int No BackOffice/trading scope flag. Forced to 1 for admins
access_crm int No CRM/sales scope flag. Forced to 1 for admins
see_customers int No Permission to view customers
set_customers int No Permission to create/update customers
del_customers int No Permission to delete customers
export_customers int No Permission to export customers
see_all_customers int No Permission to view all customers in allowed CRM scope
see_leads int No Permission to view leads
set_leads int No Permission to create/update leads
del_leads int No Permission to delete leads
convert_leads int No Permission to convert leads to customers
assign_leads int No Permission to assign/reassign leads
export_leads int No Permission to export leads
see_all_leads int No Permission to view all leads in allowed CRM scope
see_notes int No Permission to view CRM notes
set_notes int No Permission to create/update CRM notes
del_notes int No Permission to delete CRM notes
see_customer_contacts int No Permission to view customer contact fields
set_customer_contacts int No Permission to update customer contact fields
see_finance int No Permission to view CRM finance section
set_finance int No Permission to create/update finance requests
approve_finance int No Permission to approve finance requests
decline_finance int No Permission to decline finance requests
export_finance int No Permission to export finance records
see_deposits int No Permission to view deposits
set_deposits int No Permission to create/update deposits
see_withdrawals int No Permission to view withdrawals
set_withdrawals int No Permission to create/update withdrawals
see_credits int No Permission to view credits
set_credits int No Permission to create/update credits
see_bonuses int No Permission to view bonuses
set_bonuses int No Permission to create/update bonuses
admin int Yes 1 if full admin access
see_accounts int Yes Permission to view accounts
see_accounts_detail int Yes Permission to view account details
see_accounts_online int Yes Permission to view online accounts
del_accounts int Yes Permission to delete accounts
set_accounts int Yes Permission to create/update accounts
set_accounts_balance int Yes Permission to modify balances
see_accounts_balance int Yes Permission to view balances
del_accounts_balance int Yes Permission to delete balance operations
see_trades int Yes Permission to view trades
set_trades int Yes Permission to update trades
del_trades int Yes Permission to delete trades
dealer_trades int Yes Permission to act as dealer
market_watch int Yes Permission for market watch
logs int Yes Permission to view system logs
reports int Yes Permission to access reports
techsupport int Yes Permission for technical support
see_export int Yes Permission to export data
sort_index int Yes Sorting priority in UI

CRM Permission Groups

Customer permissions:

  • see_customers
  • set_customers
  • del_customers
  • export_customers
  • see_all_customers

Lead permissions:

  • see_leads
  • set_leads
  • del_leads
  • convert_leads
  • assign_leads
  • export_leads
  • see_all_leads

Notes and contacts permissions:

  • see_notes
  • set_notes
  • del_notes
  • see_customer_contacts
  • set_customer_contacts

Finance permissions:

  • see_finance
  • set_finance
  • approve_finance
  • decline_finance
  • export_finance

Finance category permissions:

  • see_deposits
  • set_deposits
  • see_withdrawals
  • set_withdrawals
  • see_credits
  • set_credits
  • see_bonuses
  • set_bonuses

Request Example

{
  "groups": "*",
  "name": "Jane Doe",
  "email": "[email protected]",
  "brand": "default",
  "access_backoffice": 1,
  "access_crm": 1,
  "see_customers": 1,
  "set_customers": 1,
  "del_customers": 1,
  "export_customers": 1,
  "see_all_customers": 1,
  "see_leads": 1,
  "set_leads": 1,
  "del_leads": 1,
  "convert_leads": 1,
  "assign_leads": 1,
  "export_leads": 1,
  "see_all_leads": 1,
  "see_notes": 1,
  "set_notes": 1,
  "del_notes": 1,
  "see_customer_contacts": 1,
  "set_customer_contacts": 1,
  "see_finance": 1,
  "set_finance": 1,
  "approve_finance": 1,
  "decline_finance": 1,
  "export_finance": 1,
  "see_deposits": 1,
  "set_deposits": 1,
  "see_withdrawals": 1,
  "set_withdrawals": 1,
  "see_credits": 1,
  "set_credits": 1,
  "see_bonuses": 1,
  "set_bonuses": 1,
  "admin": 1,
  "password": "securePass123",
  "see_accounts": 1,
  "see_accounts_detail": 1,
  "see_accounts_online": 1,
  "del_accounts": 0,
  "set_accounts": 1,
  "set_accounts_balance": 1,
  "see_accounts_balance": 1,
  "del_accounts_balance": 0,
  "see_trades": 1,
  "set_trades": 1,
  "del_trades": 1,
  "dealer_trades": 1,
  "market_watch": 1,
  "logs": 1,
  "reports": 1,
  "techsupport": 0,
  "see_export": 1,
  "sort_index": 10
}

Response Example

{
  "data": "OK"
}

āš ļø On failure, you may receive: 

{
  "error": "SET_MANAGER_ERROR"
}