Team Roles and Remote Roles

Clientish has two sets of roles: one for your in-house team and one for remote members. They are set up separately, so changing one never changes the other.

Overview

This guide explains the two role screens, who can manage them and which roles are protected.

Who Can Access

Team roles need View, Create, Edit or Delete Roles. Remote roles need the four matching Remote Roles boxes. The owner and co-admins can always manage both.

The Two Screens

Both screens list your roles as cards with how many members use each and how many permissions it has. Pick a card to see and change its permissions below.

Protected Roles

• Virtual Team Leader and Virtual Team Member can’t be renamed or deleted, but you can change their permissions. Use Apply recommended to go back to the standard set.
• An Admin team role, if your workspace has one, has full access and can’t be edited.

Good to Know

• Roles can’t be renamed or copied. To start a similar role, create it and use a Quick start preset.
• A single member can be given their own permissions instead of the role’s. See Per-Member Permissions.
• Your plan decides which features exist. A role only decides who may use them.

Frequently Asked Questions