Setup and Access Questions
This FAQ answers the frequently asked questions teams raise most often when adopting Manifold, grouped by setup and access, capture and records, and renewals and delivery, so you can jump straight to the group that matches your question instead of searching the rest of the docs.
Do I need a team?
No. Switch on sole-trader mode and Manifold auto-assigns checks to you.
Can engineers see each other’s work?
No. Engineers see only their assigned checks.
What prints on a record?
The certificate identity from Settings, so confirm it before generating real records.
Can clients log in?
Yes, through the read-only client portal, scoped to their own approved records.