ManyRequests

Turn on Enhanced Privacy so team members, such as contractors, see client names but not their email addresses.

How to hide client email addresses from your team

Change your password, turn on two-factor authentication with recovery codes, log out of other browser sessions, and know which security emails you'll get.

Account security: password, 2FA and browser sessions

What portal admins, admins, team members and clients can see and do, how to pick a role, where permissions are set, and who counts as a seat.

Roles explained: portal admin, admin, team member, client

Set the language for your whole portal, choose your own language, or set a different language for a specific client.

How to change your client portal language

Let potential clients create a free account on your portal, show your service agreement, and see what happens when someone signs up.

How to enable a self sign up page

Add team members, choose their role and permissions, check their workload and reviews, impersonate them, and restore deleted accounts.

How to add and manage team members

Set your portal name, logos, colors, region and advanced options like domains, custom CSS, sign up, privacy and search indexing.

How to customize your client portal

This FAQ has been retired. Find answers in the topic articles linked here.

Admin FAQ

Add clients, find your way around the Clients, Organizations and Brands tabs, and manage each organization from its details page.

How to manage your clients with ManyRequests

See what your clients see in their portal: the dashboard, how they submit requests, and what each sidebar item does.

Client experience and client view

This article is now part of How to add and manage team members.

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

Who gets notified and when, how to see notifications, how to turn each one on or off, and how to choose who follows a client's requests.

How notifications work and how to edit your notification settings

Connect Intercom, Crisp, Tawk.to, LiveChat, HubSpot or Customerly so clients can chat with you from their portal.

How to embed a live chat in your client portal

Change the billing currency of your portal, see what happens to existing services, and offer services in more than one currency.

How to change your currency

How to Restore a Team Member

Use the built-in test client to see your portal as a client and place a free test order with a test card.

How to test your client journey safely

This guide is now part of How to change your currency.

How to create services in multiple currencies

This article has moved: see How to test your client journey safely.

How to test the checkout flow with a test card

Make another member the owner of a client organization, and see what the owner can do.

How to change organization ownership

Download your requests, clients and team members as Excel files, and find the other exports in ManyRequests.

How to export requests, client and team data

What the dashboard charts show, which reports are in the Reports menu, and how to read the Requests and Reviews reports.

Dashboard and reports overview

Turn on Brands, customize the brand form, and let clients link requests to the right brand.

How to set up and use brands

Sort, group, show, hide and reorder the columns in your requests list, and see which options each role gets.

How to customize column views

Choose whether clients can pause or cancel their subscriptions, set a pause limit, and pause or resume a client's subscription yourself.

How to disable the cancel or pause subscription option

Turn on client custom columns and pick which columns, including request form fields, your clients see in their requests list.

How to choose which columns clients see

Use the subscriptions report to see every client subscription, filter or search it, and export it to Excel.

How to check client subscriptions and generate reports

Use your own subdomain for your client portal: add the domain, create the CNAME and SSL TXT records, and validate them.

How to set up a custom portal domain

Add your portal to your Home Screen, dock or taskbar so it opens like an app, and turn on push notifications.

How to install your portal as an app on your phone or computer

Your clients and team can install your portal on their phones and computers with your portal name and icon. Here's how the name and icon are set and what to…

How your portal works as an installable app

Gabriel Lecointere

How to customize your client portal and manage clients

Client portal

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Create your workspace and invite the people you work with.

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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