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. Choose Just me at sign-up, or switch on sole-trader mode in Settings then Organisation, 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. Client users sign in to the portal and see the properties, records and open defects for the clients they are linked to, and can accept or decline quotes sent for approval.
Is there a native app?
Yes for Android, downloaded from the install page; iPhone uses the home-screen web app.