ManyRequests

Here is a simple guide on how to restore a client

How to Restore a Client

Pausing Subscription

Here's a quick way to reset client passwords via ManyRequests.

How To Reset Password for My Clients

Here's an easy way to resend portal invitation link to clients.

How to Re-Send Portal Invitation Link to My Clients

Here's a simple way on how to manage user roles and permissions for your clients.

How To Manage Client Permissions

Here's a quick overview on Client Organization Details.

Navigating Organization Details

Here's a quick way on how to delete a client organization.

How To Delete a Client Organization

In this article, you'll learn how to change a client's organization.

How To Change Client Organization

In this article, we'll show you how to auto-assign team members on specific organizations

How To Auto-Assign Team Members to Clients Requests

In this article, you'll learn how admins and team members can securely view and navigate the client portal from a client’s perspective.

How To Impersonate Clients

In this article you'll learn how to cancel a client’s subscription from your admin dashboard.

How to Cancel a Client Subscription

Learn where client cancellation comments are stored in ManyRequests and how to access them.

Where to Find Client Cancellation Reasons

Regine Garcia

Client Management

Find answers and get help from Intercom Support and Community Experts

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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