When you're managing multiple client accounts, manually assigning team members to each new request can quickly become a bottleneck. That’s why ManyRequests allows you to automatically assign team members (such as project managers, designers, or client success leads) to specific organizations.
This ensures that whenever a client from a specific organization submits a request via your portal, the right team members are already assigned - saving time and reducing manual work.
📌 Use Case:
Imagine you're running a design subscription agency. You have:
A dedicated project manager for your enterprise clients.
A specific designer assigned to handle clients from the fintech sector.
A copywriter who supports only clients from a certain region.
With auto-assignment, each time a client from "Cognizant LTD" submits a brief, the correct project manager and designer are instantly included - no need to reassign manually.
How To Auto-Assign Team Members to Clients Requests
Here’s how to configure automatic team member assignments in just a few steps:
On your Dashboard, head over to Users > Clients
Select the specific Organization
On the Organization Details sidebar, click on the "Account Manager" section
Add the specific team member you want auto-assigned to the Organization
Hit the Update button
✅ These assigned users will now appear on every new request created by this organization.