Clientish Docs, One Guide at a Time
Step-by-step guides for every module, from your first workspace to permissions, billing, support, and automation.
Team & Remote
Browse the latest Clientish documentation articles.
Why assignment is not visibility, and how to scope each role safely.
Full, Limited and Read-only access, plus the remote work status flow.
Your in-house staff — the people inside the agency.
Bring someone onto the team with the right role from day one.
Override one person’s access without inventing a new role.
Promote a trusted member to share administrative control.
Assign work items to remote members and track them to completion.
Describe how each contractor is engaged, in your own words.
What an in-house team member sees when they log in.
The contractor-facing shell — assignments and nothing more.
In-house roles and remote roles are managed separately.
One-click templates for the roles most agencies need.
Layer a department filter on top of module permissions.