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Short guides, grouped by what you do in Agency Clearstep.
Agency Clearstep turns your standard operating procedures into structured, trackable client work. Process Managers define processes and versions; Service Managers assign them to clients; Service Agents complete the checklists. Guides for the roles on your account are highlighted below.
Getting started
Your welcome screen, the sidebar, appearance, and your account.
4 min readEveryone
Administrator
Users, roles, seats, deactivation, and read-only oversight.
4 min read
Process Manager
Process templates, drafts, publishing, version history, and CSV import/export.
7 min read
AI Assistant guide
How to prompt the Draft Assistant, what it can never do, and credit costs.
5 min read
Service Manager
Clients, assigning processes, progress rollups, and the approvals queue.
3 min read
Service Agent
The checklist workspace, phase colours, notes, and downloads.
5 min read
Billing & credits
Trials, plans, seats, AI credits, and legal documents.
4 min read
Roles at a glance
- Administrator — manage users, roles, agency settings, and billing. Roles are explicit: an administrator only edits Process Manager, Service Manager, or Service Agent areas if that role is also assigned to them.
- Process Manager — author process templates, draft versions, and publish.
- Service Manager — manage clients, assign processes, review progress.
- Service Agent — complete assigned checklists for clients.
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Use Support → Contact to send a message to the team.