Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
What Each Person Sees on the Dashboard
What the owner, co-admins and team members see, and why.
Everyone who signs in to your agency dashboard gets a Dashboard, but not everyone sees the same thing. What appears depends on the person’s role.
Overview
This guide explains what you, your co-admins and your team members see, and why.
Who Can Access
Agency AdminTeam Member
What a Team Member Sees
- With order permissions: Total Orders, Order status, Recent orders and Top services, for their assigned orders.
- With ticket permissions: Assigned Tickets and Support tracker.
- With client permissions: Assigned Clients and Recent clients.
- With remote member permissions: a Remote Members card.
- Their title reads “Here’s your assigned workspace activity” for the chosen period. With no permissions at all, they see “No workspace features enabled”.
Change what a team member sees by changing their role under Settings → Roles & Permissions. See User Roles & Permissions.
Frequently Asked Questions
Can I hide a card for myself?⌄
No. The Dashboard can’t be customised. Only the Set up your workspace steps can be hidden with ×, and only in that browser.
Why can’t my team member see revenue?⌄
Revenue and invoice amounts are only shown to you and your co-admins.