Managely - New customer dealer setup (PM process)

07/16/2025 10:06 am EDT

Purpose

Before a new Managely customer implementation can begin, the customer must be set up in the Managely host as a dealer. This document walks through the steps to set up the initial dealer account.

This document provides guidance for the PM to create a customer dealer for the project only, and doesn't cover all of the additional settings, e.g., status as trial or suspended.

Note: The setup of a customer in Managely Host does NOT drive any customer billing activities at this time.

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Process

The following steps are required to create the dealer in Managely host:

Log in to Managely Host: https://host.managelyapp.com.
Click Add Dealer.

Managely Add Dealer Screenshot:

Update the customer information:
1. Name = customer name from Salesforce contract.
2. Confirm that all Address fields are the same as the Salesforce address.
Enter Phone and Email information for the main contact person.
Dealer Type = Security.
Status = Active.
Dealer Prefix - this will be the customer's database prefix name that will be included in the customer's login URL.
1. Must be unique - Use customer name.
2. If an error is received that it is already in use, modify to a unique name.
Trial Expiration = Ignore this as the status is Active.
Go Live Date = Once the project go-live date is determined, this field should be updated.
License Pricing = The level of Managely customer purchased listed in the OAF.
1. "Essentials" = Essentials.
2. "Enterprise" = Pro.
3. Enterprise Plus License = This option is not available.
Users = Total Managely users from the OAF, including additional users.
1. Essentials = 1 user.
2. Pro = 3 users.
Mobile App Users = Total Sedona-X users from the OAF.
1. Each Managely user also has access to Sedona-X and should be added to the total of Mobile App users.
  - e.g. Essentials (1 user) plus 3 SedonaX = total of 4 SedonaX users (1 + 3).
  - e.g. Pro (3 users) + 3 additional licenses + 2 SedonaX = total of 8 SedonaX users (3 + 3 + 2).
Product Portals = Enable Managely, Customer Forms, and Sales Automation.
Time & Attendance = This should be enabled only if the customer is part of the Beta or after T&A is officially released.
Analytics = Enable Business Intelligence.
Save to generate a Managely host account.
Email the Managely host account details to the Billing and AR Manager - Christina Merenda, cmerenda@evercommerce.com.

Updating SalesForce

Copy the customer number generated.
Update the Salesforce account card, Managely Account # field:
1. Paste the account number into the field.
2. Add (host) after the account number as shown in the top row of the field below:
3. The second row is the billing account number that the Accounting team will populate and will use to bill the customer.
4. Save the record.

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