Users

The User Manager page lists existing users in a grid. There are two types of users: internal users, a company’s employees, and customer users. There are switches at the upper right of the page to view inactive users or customer users. By default, ...

There are several tools available to manage the list of users. Export to Excel Filter by active or inactive users Filter by internal users or customer users Sort by any column in the grid Column grouping Arrange grid column ...

From the main menu, browse to Setup > Company > User Manager. The User Manager list opens. Click the Add User button at the upper left of the page. The Add User Account form is displayed. Each data entry field is described be...

To edit a User, browse to Setup > Company > User Manager. The Users list is displayed. Locate the User you want to edit, and then click the Edit button (pencil icon). The Edit User Account form opens. Make the necessary changes, a...

Access Level is for Notes and Documents. Every note and document that is saved in Managely has an access.  Customer Level:  If a note or document is saved as a Customer Level, customers who can log into the Customer Portal will be able to see the...

The User Manager page (Setup > Company > User Manager), has a tab called Customer Portal Users. With this, you can review customers to see if they have signed up for a customer portal account. This tab has these columns: Customer Name C...

On the User Management page (Setup > Company > User Manager), there are three new read-only columns that you can show on the grid. By default, these columns are hidden. SSO User (indicates if this a single sign-on user) Last Login Create Date ...