Sign In to the Remote Dashboard

Remote members sign in on their agency’s own web address. The menu they see after that is set by the remote role the agency gave them.

Overview

This guide covers where to sign in, what the sign-in page asks for and how the sidebar is built.

Who Can Access

Any remote member whose account is active and whose email address is confirmed.

Step-by-Step Guide

1. Get the link

   Your agency shares it with you. It is the Remote Team URL in their Settings → General → Your workspace, and looks like https://youragency.clientish.io/login. Agency staff, team members and remote members all use the same /login address.

   

2. Sign in

   Enter your email address and password, then click Sign In. The page shows your agency’s name and the heading Remote Dashboard. You can also use Continue with Google with the same email address.

   

3. Forgot your password?

   Click Forgot password? and follow the email. The link brings you back to the remote sign-in page.

4. Find your way around

   After signing in you land on your dashboard. The sidebar shows your agency’s logo and name, your name and role, and the pages your role allows.

   

What Decides Your Menu

• Your remote role, set by your agency, decides every item in the sidebar.
• Dashboard, Notifications and Profile are always there.
• My Assignments appears when your role covers assigned work but not the Orders menu. With the Orders menu, you get Orders instead.
• Time Tracking appears only if your agency turned it on for you.
• Task Assign and Tasks Status appear if your role includes them.
• Opening a page your role does not allow takes you back to the dashboard.

Branding

The sidebar, colours and sign-in page use your agency’s name, logo and theme colours. If the agency has not set a logo, its name is shown instead.

Common Issues

Frequently Asked Questions