ManyRequests

In this article you'll find how to change translation for your client portal

How To Change Your Client Portal Language

Allow your clients to create a free account in your Portal without completing a purchase before.

How To Enable a Self Sign Up Page

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

Team View and Adding Team Members

Learn how to customize your portal, edit settings and permissions, and create a client onboarding screen.

How To Customize Your Client Portal

Admin FAQ

Here is an overview on how to manage and invite clients with ManyRequests

How To Manage Your Clients With ManyRequests

See how the client portal looks like for your clients and how they can submit requests

Client Experience and Client View

Learn how to invite team members to ManyRequests and manage their settings

How To Add Team Members to Your Portal and Edit Their Permissions

Learn how and when notifications are sent on ManyRequests and how to edit notification settings

How Notifications Work and How To Edit Notification Settings

Learn how to embed a live chat to your client portal

How To Embed a Live Chat to Your Client Portal

Here is how to change your currency and start accepting payments on your desired medium of monetary exchange

How to Change Currency

Here is a simple way on how to restore your team member.

How to Restore a Team Member

Here's a quick way to create test client accounts to demo the ManyRequests Platform.

How To Create a Test Client Account To Demo Client Journey

Here is how to create services on different or multiple currencies.

How To Create Services in Multiple Currencies?

Here is a quick way on how to test client checkout flows using a dummy credit card

How To Test Checkout Flow Using Dummy Credit Card?

There's a simple way to change the organization owner of an account.

How To Change Organization Ownership

With ManyRequests, you can easily export data as CSV files.

How To Export Task, Client, and Team Data

ManyRequests just recently launched a new requests and reviews reporting feature.

How To Check For Requests And Reviews Reporting

Here are some quick steps in using and managing brand profiles—a new feature on ManyRequests!

How To Setup and Use Brands

In this article, learn how to customize different views on requests.

How To Customize Column Views

In this article you’ll learn how to disable your clients’ ability to cancel or pause their subscriptions.

How to Disable the Cancel or Pause Subscription Option

Learn how to customize the columns your clients see in their requests list.

How to Create Custom Client Columns

Learn how to view and generate reports on your agency's client subscription.

How to Check Client Subscriptions and Generate Reports

A step-by-step guide to using your own branded domain for your ManyRequests portal.

How to Set Up a Custom Portal Domain

Robin Vander Heyden

Regine Garcia

Gabriel Lecointere

How to customize your client portal and manage clients

Client portal

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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

{appName} in 60 seconds

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.