Add your team to ManyRequests, choose what each person can see and do, and log in as a team member when you need to check their view.
Use case: you hire a new designer. Add them as a regular team member so they only see the requests assigned to them, check their workload a month later, and restore the account of a freelancer who comes back for a project.
Team roles
Portal admin: the owner of the portal. Has full access, including portal, onboarding and permission settings and your ManyRequests subscription.
Admin: manages clients, team, services, billing and most settings.
Regular team member: works on requests. What they can see and do depends on the team member permissions below. The list shows this role as Team.
How to add a team member
Go to Users > Team.
Click Create team member.
Enter the person's name and email address.
Under Role, choose Regular team member or Admin.
Click Save changes.
The new team member gets an email to set their password and log in.
Good to know: each team member uses a seat on your ManyRequests plan. If you have no seats left, you see "You have reached the maximum number of seats for your subscription." Upgrade your plan to add more people. Read more in Understanding the new seat pricing.
How to see a team member's overview
In Users > Team, click a team member's name. The Overview tab shows:
Completed requests
Requests last month
Avg. rating (when reviews are on)
Active requests
Below the stats, the list of their assigned requests lets you search and filter to see exactly what they're working on.
When reviews are on, the Reviews tab lists the reviews clients left on this person's work, with their average rating.
How to edit, impersonate or delete a team member
Go to Users > Team.
Click the three dots next to the team member.
Choose an action:
View: open their details.
Edit: change their name, email or role.
Impersonate: log in as them to see the portal from their side.
Generate new password: create a new password for them.
Delete: remove them from your team. This frees up their seat.
You can't impersonate yourself or the portal admin. To go back to your own account, click your name at the bottom left and choose Leave impersonation.
How to restore a deleted team member
Go to Users > Team.
Click Filters and turn on Include deleted users. Deleted team members show as Inactive.
Click the three dots next to the team member.
Select Restore. The team member is restored right away; there is no confirmation step.
A restored team member uses a seat again, and on seat-based plans your seat count is updated to match. If you try to create a team member with the email of a deleted one, the form offers to Restore team instead.
How to manage team member permissions
Only the portal admin can change permissions.
Go to Settings > Modules and extensions.
Click Users.
Turn each permission on or off.
Click Save changes.
Permissions are grouped by role:
Admins
Invoices: whether admins can create, view or mark invoices as paid.
Team members
Requests: Access all requests (or only the ones assigned to them), Create requests on behalf of clients, Delete comments on requests, Comment on requests, Access request activity, Delete requests, Edit request assignees, See request tags, Manage request tags.
Services: Manage services.
Users: Access team members, Access all clients, Access managed clients, Access reviews.
Reports: Access timesheet reports.
Clients
Requests: Access all requests, Change request status, Submit requests, See request priority, Change request priority, See request tags, Manage request tags, See request assignees, Delete comments on requests, See request due date, Edit request due date, Edit request fields, Clone requests, Delete requests.
Services: Block services and catalog access.
Billing: Access invoices, Cancel subscriptions.
Reports: Access timesheet reports, Access credit reports.
For what each permission does in detail, see Specific permissions for admin, client, and team.