Clientish Documentation
Step-by-step guides for running your agency on Clientish: orders, clients, billing, your team and your client portal.
New to Clientish? Start here
Five guides that take you from sign-up to your first paid order.
Get started
Set up your workspace and learn the basics.
Run your agency
Sell services, deliver orders and get paid.
Orders
12 guidesReports & Analytics
7 guidesYour team
Bring people in and control what they see.
Team Management
6 guidesRoles & Permissions
6 guidesRemote Members
6 guidesCommunication
6 guides- Team Messenger: Channels and Direct Messages
- Sending Messages in Team Messenger
- Live Chat with Clients
Time Tracking
5 guidesYour clients
What clients see and how they reach you.
Connect & extend
Integrations, API and your Clientish account.
Popular guides
What agencies read most.
Troubleshooting
Sign-in, email, payment and upload problems, with the exact messages people see.
Fix a problem →Still need help?
Can’t find the answer? Reach the Clientish team from your Clientish Portal.
Roles & Permissions Guides
Role systems, presets, permission matrix, and access scopes.
Roles & Permissions
Browse the latest Clientish documentation articles.
Two separate sets of roles, who can manage them and which are protected.
Create a role, tick its permissions, save, and delete it when nobody uses it.
What each preset ticks, and Apply recommended on the built-in remote roles.
Every permission group a role can have, with how many boxes each holds.
The six department boxes, how a department is matched, and what members still see.
The permissions that manage roles, and why you can only give what you have.