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Team View and Adding Team Members

Find out how to add team members to your client portal, edit their permissions, and use impersonation mode.

Written by Robin Vander Heyden

📌 Use Case


You want to add team members to your ManyRequests portal, control what they can see and do, and occasionally log in as a specific team member to troubleshoot or see the portal from their perspective.

Here's a quick video overview on how to add team members to your ManyRequests dashboard and how the view looks like for team members:

How to Add Team Members

  1. On your dashboard, click Users on the left sidebar, then select Team.

  2. Click Create Team Member and fill in the name and email address, then decide whether the person should be a Regular Team Member or an Admin.
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  3. Once added, the team member will receive an email to create an account, log in, and access their portal.

How to Edit Team Member Permissions

  1. Permission settings can only be changed by an admin.

  2. Click Settings on the left sidebar, then select Modules and Extensions.

  3. Find Users and click the gear icon to open its settings.

You’ll find permissions organized under three categories:

Admin Permissions

Invoices- controls whether admins can create, read, and mark invoices as paid

Team Member Permissions

Requests

  • Access all requests, or only requests assigned to them

  • Create requests on behalf of clients

  • Delete comments they’ve left on requests

  • Comment on requests (notes only)

  • Access request activity, comments, and attachments

  • Delete requests they can view

  • Edit request assignees

  • See and change request tags

Services

  • Manage and access the list of available services

Users

  • Access the team members list

  • Access all clients or only managed clients

  • Access reviews on requests

Reports

  • Access timesheet reports

Client Permissions

Requests

  • Access all requests, or only ones they created themselves

  • Change request status

  • Submit requests

  • Read or edit request priority

  • See and manage request tags

  • See request assignment info

  • Delete comments they’ve left

  • See and edit request due dates

  • Edit request field

  • Clone or delete requests

Services

  • Block access to services and the catalog page

Billing

  • Access invoices

  • Cancel subscriptions

Reports

  • Access timesheet reports

  • Access credit reports

4. Toggle each permission as needed and click Save.

Team Member Impersonation Mode

You can log in as a specific team member to see the portal exactly as they see it.

  1. Click Users on the left sidebar, then select Team.

  2. Find the team member you want to impersonate, then click the three-dot icon on the right.

  3. Click Impersonate. You will now be logged in as that team member.
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  4. To leave impersonation mode, click the three dots at the bottom left next to the profile icon.


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