Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Team Permissions and Seats
The Team permissions, departments and designations, and team seats.
What your team may do on the Team page, and how many members your plan allows.
Overview
This guide lists the Team permissions, departments and designations, and seats.
Who Can Access
Agency Admin
Permissions
Set them in Settings → Roles & Permissions under Team & remote roster. The owner and co-admins can do everything.

Departments and Designations
Create them in Settings → Departments and Settings → Designations, then pick them on each member. A member’s department also decides which orders, invoices and services they see when their role is limited by department.
Seats
- Your plan sets how many team members you can have. Co-admins and remote members are counted separately.
- When the seats are full, Add Member is turned off. Delete a member or upgrade your plan.
- Example members in a free trial don’t count.
Frequently Asked Questions
Who can see a member’s bank details?⌄
Only people with View Team Member Personal Details.