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 Managely?

The necessary permission to be able to able to create credentials for the customer portal in Managely are:

1. Administrator – This user role enables everything access related in Managely:

Note: Administrator permission will not display any selectable permissions in the list, since the role comes with everything enabled.

1. For users that are not Administrators, the User Administration permission under Miscellaneous needs to be enabled:

 Note: This permission will allow the user to manage all users and user roles.