Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Service Permissions
The 9 Services permissions, the department limit and the plan limit.
What your team may do with services, and how to keep a member to their own department’s services.
Overview
This guide lists the 9 Services permissions and the department limit.
Who Can Access
Agency Admin
Permissions
Set them in Settings → Roles & Permissions under Services, forms & coupons. The owner and co-admins can do everything.
Limit by Department
Turn on Limit Services by Department (or Limit All Areas by Department) for a role, and its members see and use only the services in their department’s category.
Plan Limit
Your plan sets how many services you can have. Adding, duplicating and importing stop when it is full.
Frequently Asked Questions
Do clients need permissions to see services?⌄
No. Clients see every Active service in their portal.