Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Signing In
Where you, your team, remote members and clients sign in, and what happens on the way in.
Everyone in your workspace signs in at your workspace address, and each kind of user has their own sign-in page. This guide shows where each person signs in and what happens on the way in.
Overview
You, your team, your remote members and your clients all use the same workspace address, for example plugincy.clientish.io. Only the page at the end of it differs.
Who Can Access
Where Each Person Signs In
- You and your co-admins:
/login, for example plugincy.clientish.io/login. - Team members:
/member/login. - Remote members:
/remote/login. - Clients: your workspace home page, for example plugincy.clientish.io.
- Your own Clientish account (plan and billing): open the profile menu and click Portal manage.
You find all of these links under Settings → General → Your workspace, ready to copy.
Step-by-Step Guide
Open your sign-in page
Go to your workspace address with the page for your role, as listed above. If the page asks for a Workspace, type your workspace name, for example
plugincy.Enter your email and password
Type your Email address and Password and click Sign In.
Complete any extra check
If your agency uses two-factor authentication, enter the 6-digit code you receive. If reCAPTCHA is on, tick “I’m not a robot” first. See Two-Factor Authentication.
Good to Know
- Remember me only remembers your email and workspace on this browser, so the form is filled in next time. It doesn’t keep you signed in longer.
- How long you stay signed in: until you sign out, or after 30 days without using Clientish, or 90 days after you signed in, whichever comes first.
- Confirm your email first. Until you do, you see “Please verify your email address before logging in.” Open the confirmation email, or click Send again on the confirmation screen.
Common Issues
- “Invalid credentials.” The email or password is wrong. After a few wrong tries the account locks for a while. See Failed Sign-Ins and Lockouts.
- A client sees that their account is pending approval, on hold or not active. Their portal access is switched off. See Turning User Access On and Off.
- A team member sees “Your account is inactive.” Their status is not Approved. Change it on their Team Members page.