Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Client Sign-In and Security
How clients sign in, reset passwords, and the two-factor, Google and reCAPTCHA options.
How your clients sign in to their portal, and the security options you control.
Overview
This guide covers the sign-in page, password resets, two-factor codes, Google sign-in and reCAPTCHA.
Who Can Access
Agency AdminClient
The Sign-In Page
- Clients sign in at youragency.clientish.io/portal/login with their email and password.
- Forgot password? sends a reset link. It works on your workspace address only.
- Clients can’t sign themselves up. You add them, or they get an account when they pay through one of your order forms.
- After paying on an order form, the client gets a sign-in link that works for 5 minutes.
When Sign-In Is Refused
Turn On Security Options
Open the settings
Go to Settings → Account Statuses.
Pick the options
In Security & Signup, turn on what you need.
Save
Click Save Security Settings.
Frequently Asked Questions
Can a client turn on two-factor sign-in for themselves?⌄
No. You turn it on for all clients in Security & Signup.
Why doesn’t a client get their code?⌄
The code is sent by email. Check that your SMTP settings under Integrations work.