Articles
How to link multiple accounts to the customer portal (Managely)
Sometimes users will have multiple accounts and they would like the ability to pay on each account without making a customer portal login for each account. Managely’s customer portal allows you to link multiple accounts. Follow these steps to ...
Managely – How to find if customers signup for the customer portal
This information can be found by accessing the Managely menu.
Where do I go in Managely to find if customers sign up for access to the customer portal?
Click on the Setup button on the left-hand-side menu.
Click th...
How to Prevent Work Orders from Being Created Through the Customer Portal New
This Dealer disabled the customer portal because they did not want their customers to have the ability to request service from the portal. They did want them to have the ability to pay invoices and add payment methods to their account. Follow thes...
How to Make Work Orders Visible in the Customer Portal
Managely gives the ability for the dealers to give their customers visibility to their work orders in the customer portal, on top of everything that comes default enabled.
By default, customers logged into the customer portal for Managely have ...
Permissions for Manually Creating Customer Portal Users
Managely provides end users (customers of dealers) the ability to access the customer portal.
What are the necessary permissions for an employee to be able to create user credentials for customers to be able to access the customer portal in Ma...
What Customers can see in the Customer Portal
Managely gives the ability for the dealers to give their customers access to the customer portal.
What do customers have access to when logged into the customer portal for Managely?
Customers logged into the customer portal for Managel...