Preferences

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 these ...

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 ha...

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...

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 Managely ...

Portal Setup To create a Customer Portal, navigate to the Setup tables: Click on Company>Preferences Click on the Customer Porta l tab  Toggle Allow Portal to ON If you want your customers to have the ability to cr...