ManyRequests

Your client just marked a request as complete. Instead of chasing feedback through email or messages, ManyRequests prompts them to leave a review right then and there– keeping everything in one place and giving your team instant visibility into how the work landed.

How to Enable Client Reviews (Admin View)

Go to Settings→ Modules and Extensions

Click the gear icon next to the Requests module

Scroll down to Request Reviews

Toggle it on to enable client reviews– or off to turn them off

1. Go to Settings→ Modules and Extensions
2. Click the gear icon next to the Requests module
3. Scroll down to Request Reviews 
 
 
4. Toggle it on to enable client reviews– or off to turn them off

Click Mark as Complete in the upper right corner

A pop-up will appear asking for a review or feedback

Type in your comments and click Submit

1. Open a completed request
2. Click Mark as Complete in the upper right corner 
 
 
3. A pop-up will appear asking for a review or feedback
4. Type in your comments and click Submit

Once submitted, the review will be visible to the team member assigned to the request as well as the agency admin.

How to Check for Client Reviews (Admin View)

There are three ways to find client reviews:

On your dashboard, go to the Completed tab

Scroll down in the Activity panel to find the client review

- On your dashboard, go to the Completed tab
- Open the request
- Scroll down in the Activity panel to find the client review

- Go to Users→ Clients
- Click the Organizations tab
- Select the organization
- Click the Reviews tab

- Go to Users→ Team
- Select the team member
- Click the Reviews tab

How to Control Who Can Access Reviews (Admin View)

A dedicated permission now protects review data. Admins can choose which team members can access the Reviews Report and the Organization Reviews tab.

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

Find Users under Modules and click the gear icon

Scroll down to the Users section under Team Members permissions and locate Access reviews

1. Click Settings on the left sidebar, then select Modules and Extensions
2. Find Users under Modules and click the gear icon 
 
 
3. Scroll down to the Users section under Team Members permissions and locate Access reviews

Enabled - team members can access the reviews of any request and their own reviews

Disabled - team members cannot access the Reviews Report or the Organization Reviews tab

- Enabled - team members can access the reviews of any request and their own reviews
- Disabled - team members cannot access the Reviews Report or the Organization Reviews tab

4. Click Save to apply your changes

Discover how to collect, view, and manage client feedback on completed requests in ManyRequests.

Client Reviews on Completed Requests (Review Report Permission)

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Client Reviews on Completed Requests (Review Report Permission)

How to Enable Client Reviews (Admin View)

How Client Reviews Work (Client View)

How to Check for Client Reviews (Admin View)

How to Control Who Can Access Reviews (Admin View)