Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Quick Start Presets
What each preset ticks, and Apply recommended on the built-in remote roles.
Quick start presets fill a role’s boxes in one click, so you only fine-tune.
Overview
This guide explains what each preset ticks and how Apply recommended works on the built-in remote roles.
Who Can Access
Team members need Edit Roles, or Edit Remote Roles for remote presets.
Step-by-Step Guide
Pick the role
Open Settings → Roles & Permissions and select a role.
Click a preset
Under Quick start, click a preset. Hover it first to read what it’s for.
Adjust and save
Tick or untick anything, then click Save Permissions.
A preset replaces every box on the role. Anything it doesn’t list is unticked. Time Tracking boxes are left alone.
Team Presets
Remote Presets
Apply Recommended
Virtual Team Leader and Virtual Team Member have an Apply recommended button that sets their standard permissions. Save after applying.
Clientish puts back any recommended box that is missing on these two roles each time Remote Roles opens.