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Update Manager

UpdateManager

Description: Updates a staff manager account, including 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 an optional permission field is omitted, the current stored value is kept. If admin is changed to 1, the server forces both scopes and all CRM permissions to 1.

See also: Staff Access Model.

Request Parameters

Field Type Required Description
id int Yes Manager ID to update (omit to create new)
groups string Yes Group scope (e.g., "*" for all)
name string Yes Full name of the manager
password string No 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

{
  "id": 12323,
  "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"
}