Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Remote Member Page
A remote member's details, tabs, internal note, account emails and sign in as user.
Each remote member has a page with their details, their work and what they’ve done.
Overview
This guide explains the remote member page, its tabs and the account actions.
Who Can Access
Team members need View Remote Teams. Editing and the account actions need their own permissions.
Step-by-Step Guide
Open the member
Click a member’s name, or View in their menu. The top shows their role, status and contact details, with Sign in as user, Edit and Delete.
Use the tabs
Overview (with a date filter), Profile, Assigned Orders, Assigned Order Tasks, Assigned Tasks, Assigned Tickets and Activity Logs. Lists show the latest 20.
Keep a note
On Profile, the Internal Note card is only for your team. Click Edit, write, and click Save Note.
Send emails
Account Actions has Reset Password & Send Email and Send Welcome Email.
Sign in as User
Opens the remote dashboard as this member so you can see what they see. It is recorded in the activity log, and it works whatever their account status.