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How to manage your clients with ManyRequests
How to manage your clients with ManyRequests
Here is an overview on how to manage and invite clients with ManyRequests
Robin Vander Heyden avatar
Written by Robin Vander Heyden
Updated over a week ago

Here is a quick overview of the client management:

If you want to add a new client to the portal you can go to Clients > Create client.

Your client will then receive details to login to your client portal.

Here is what you can see and edit for your clients:

  • Add tags

  • Add team name

  • Assign account manager

  • Add files to storage

  • Add services

  • Cancel their subscriptions (immediately or at end of subscription period)

  • See all their requests

  • See their last logged in date

  • See their reviews

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