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Team View and Adding Team Members
Team View and Adding Team Members

See how to add team members to your client portal and how the team view looks like

Robin Vander Heyden avatar
Written by Robin Vander Heyden
Updated over a week ago

Here's a quick video overview on how to add team members to your ManyRequests dashboard and how the view looks like for team members:

Editing team member permissions

If you want to edit team member permissions, log in with your main admin account and go to Settings > Modules and Extensions > Users

You can edit permission settings such as:

  • Managing clients

  • Managing other team members

  • Seeing all requests or only requests assigned to them

  • Seeing revenue

  • Seeing services and creating services

  • Seeing and changing request tags

  • Ability to delete comments

Team member impersonation mode

You can also log in as team member by going to the Users > Team and clicking on the three dots on the right and clicking on "Impersonate"

To leave the impersonation mode, click on the three dots at the bottom left next to the profile:

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