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 the Mail / Email Summary report underneath Utilities. 

A filter for the Subject column can be used for ‘New User’. 

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 The subject of the email received by customers is ‘New User Signup’. 

For a more in-depth or a more granular result, a filter for the ‘Recipient’ column can be used with the customer’s email address.

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