FlowyTeam - for High-Performing Teams Questions

Showing 1 - 20 of 328 questions

Q: Clarification Users & Employees

Tier1 has 10 users. Is this 10 employees? If not, how many employees are included in each Tier? What is considered Unlimited Team Access and is the Appsumo deal part of the Team Access?

SMBSolutionsPLUSEdited Oct 8, 2025
See detail
Share
Helpful?

Q: Documents - Clients

Does it have the posibility to send documents to sign / approve by clients, like contracts and to send them payment links, invoices, etc? The client has a portal where to find all these or just emails sent? in the project management, can the client be involved in tasks or just the team? Thanks

105941639422147704633Oct 7, 2025
See detail
Share
Helpful?

Q: Can you create SOP's for team members?

It would be really useful to create SOP's for team members is this facility available?

allypepper1PLUSEdited Oct 6, 2025
See detail
Share
Helpful?

Q: Expense Functionality issues

I started the 2 week trial of Flowy application and was particularly interested in the Expense functionality for our Non-profit organization. After inviting an employee from Expense page, it sends them an email as if trying to onboard a new employee? And after logging into the employee account they do not see a way to submit expenses.
Do you have any documentation of how the expense functionality works?
THanks.

AdopnetPLUSOct 1, 2025
See detail
Founder Team
Dirks_FlowyTeam

Dirks_FlowyTeam

Oct 2, 2025

A: Hello Adopnet, thank you for reaching out and for trying out Flowy!

To ensure your employee can access the Expense module, please check the following:

Go to Settings > Module Settings > Employee Modules.

Verify that the Expenses module is enabled for the employee.

Once access is granted, your team member can simply click “Add Expense” to submit any incurred expenses. As an admin, you’ll be...

Share
Helpful?

Q: Documents , Important dates

Hi , Can this also be used to keep important business documents , contracts , and maintain dates calendar i.e. device maintenance schedule , employee lms etc

ashish77Oct 1, 2025
See detail
Founder Team
Dirks_FlowyTeam

Dirks_FlowyTeam

Oct 2, 2025

A: Hello Ashish, yes, absolutely! To explore these features in more detail and see if they meet your needs, we recommend trying our free 2-week trial at https://flowyteam.com/. Simply sign up and log in to start exploring the platform

Share
Helpful?