Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Settings Overview
How Settings is organised and where each page is explained.
Settings is where you set up how your workspace looks and works: your company details and brand, statuses, tags, emails, notifications, messaging, payments and integrations.
Overview
This guide shows how Settings is organised and where each part is explained.
Who Can Access
Agency AdminTeam Member
Team members see only the Settings pages their role allows. For example, Email Templates needs View/Edit Email Templates and Ticket Statuses needs Manage Ticket Statuses.
Find Your Way Around
Click Settings at the bottom of the sidebar. The menu on the left has five groups.
Saving Your Changes
- On General and Payment Settings, a bar at the bottom of the page shows All changes saved. When you change something, click Save changes, or Discard to undo.
- On the other pages, each card has its own Save button. Save one card before you move on to the next.
- Product Updates at the bottom of the menu opens the Clientish product updates in a new tab.
Frequently Asked Questions
Why can’t my team member see a Settings page?⌄
Their role doesn’t include the permission for it. Change it under Settings → Roles & Permissions.
Where do I change my own name, email or password?⌄
In your profile, not in Settings. See Your Profile, Email and Password.