With ManyRequests, you can manage exactly what permissions each role (Admin, Team Member, or Client) receives. This gives you full control over how information flows inside your agency, avoiding unnecessary alerts while ensuring that important updates never get missed.
đ Use Case
Imagine youâre running a creative agency. Your clients only need access to submit requests and view invoices, while your internal team needs broader access to manage requests, view reports, or interact with clients. Admins, on the other hand, may need billing control and oversight across the entire account. Instead of giving everyone the same access, you can fine-tune these permissions role by role.
Where to Find Permissions Settings
Go to Settings in your sidebar.
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Select Modules and Extensions.
Click Users to open the permissions and notification settings.
Here, youâll see three sections: Admins, Team members, and Clients.
Notification Permissions by Role
Admins
Invoices: Enable or disable notifications for invoice creation, reading, or payment updates.
Team Members
Requests
Access all requests
Create requests on behalf of clients
Delete or comment on requests
View and manage request tags
Services
Allow or restrict access to the service list
Users
Access team member list
Access client profiles and reviews
Reports
Access timesheet reports
Clients
Requests
Submit new requests
Change status, priority, tags, due dates, and fields
View assignment information
Clone requests
Delete comments on requests
Services
Block or allow catalog access
Billing
View invoices
Cancel or pause subscriptions
Reports
Access timesheet reports
Access credit reports
How to Adjust Permissions
From the Users module, locate the role you want to update.
Toggle the switches on or off depending on which notifications you want enabled.
Click Save