đ Use Case
You want to add someone to your team, give them the right level of access, and keep track of their workload and performanceâ all from within ManyRequests.
Here is a quick overview on how to invite and manage team members in ManyRequests:
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Team Member Roles
There are currently two roles for team members:
Admin
Regular Team Member
How to Invite a Team Member
Click Users on the left sidebar, then select Team
Click Create Team Member, fill in the team memberâs details, and send the invitation
The invited team member will receive an email to activate their account and set up their password
Viewing a Team Memberâs Overview
Open any team memberâs profile to see their performance at a glance:
Completed service requests
Service requests last month
Average rating (if ratings are enabled)
Active service requests
Below these stats, youâll find a full table of their assigned service requestsâ with filters to search by title, number, client, status, priority, and due date. This makes it easy to see exactly what a team member is working on and how their workload compares over time.
How to Impersonate a Team Member
You can log in as a specific team member to see the portal from their perspective.
Go to Usersâ Team
Click the three dots next to the team member youâd like to impersonate
Select Impersonate
How to Manage Team Member Permissions
Click Settings on the left sidebar, then select Modules and Extensions
Find Users and click the gear icon
From here, you can edit a wide range of permissions for both Admins and Regular Team Membersâ covering requests, services, user access, and reports
For a full breakdown of every available permission, refer to Team View and Adding Team Members
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