Users

The User Manager page has two tabs: Users and Tokens. The Users 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...

There are several tools available to manage the list of users. 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 order by drag and drop Open the me...

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

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 will be displayed. Make the necessary changes, and...

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...