Clients are unlimited and are not counted toward the 10 available users. However, please note that clients have limited access to the system, meaning they can only view certain areas.
For example, I use ClickUp to approve social media posts … I give limited access to the clients (only that list) and he can move the card thru the kanban.
Is it possible? Give limited access to an email to make an approval social media or design flow? Is it ilimited?
Thanks
Q: White Label | Custom Domain Option
Hi Dirk Does FlowyTeam have an option to use custom CNAME to send email or request as if coming from my domain instead of FlowyTeam,/ Custom Login especially for clients? eg app.mybusinessdomain.com
A: Hello Devereaux, thank you for your question! Yes, FlowyTeam does have plans to offer the option to use a custom CNAME for sending emails and requests as if they are coming from your domain, instead of FlowyTeam's default domain.
This feature is already on our development roadmap, and we are actively working on it. We will inform all users once it is ready for implementation.
Are "users" the same as admin? Or do employees count in this number as well? I saw that clients are not in this number, but was curious about employees?
Also, can this connect to multiple sites/businesses, just one at a time?
In our system, "users" refer to anyone who is registered under your company in your FlowyTeam account. This includes both admins and employees. To determine the total number of users you have, you can refer to the employee records in your account.
Regarding connecting to multiple sites or businesses, your FlowyTeam account can be switched to other...
We use Clockify.me for our time tracking right now and we always share reports with our clients so that they can see what we have done for them. Can you do that with your software? Is it on the Roadmap if not?
A: Hi Steve, thank you for reaching out! Yes, we do have a time-tracking feature within our app. Our timer allows you to track each specific task and generate reports, which can be shared with clients to showcase the work completed.
We also offer a 14-day free trial with full access to all features so you can explore the platform and see if it’s the right tool for your needs. You can simply sign...
Thank you for your feedback! While we currently don't have that feature available, it’s definitely an interesting idea. Our team will look into it further to explore the possibility of adding a CRM section for managing suppliers in future updates.
We appreciate your input and are always looking for ways to improve our platform
Thanks for your response Dirk. I usually work with many suppliers and this is a feature I personally use a lot (like a database) to find some details quickly. Nothing fancy, name, company, email address, a section for notes, etc. Hope that helps, Alexis
Q: Guests users
Hello there, is there any number of extra guests available? For example, i have some social media clients i need to approve content.
These clients need to be counted in the 10 users available? Thanks
Dirks_FlowyTeam
Oct 17, 2024A: Hello Caio58,
Clients are unlimited and are not counted toward the 10 available users. However, please note that clients have limited access to the system, meaning they can only view certain areas.
Cool. Guests/clients can change task status?
For example, I use ClickUp to approve social media posts … I give limited access to the clients (only that list) and he can move the card thru the kanban.
Is it possible? Give limited access to an email to make an approval social media or design flow? Is it ilimited?
Thanks
Q: White Label | Custom Domain Option
Hi Dirk
Does FlowyTeam have an option to use custom CNAME to send email or request as if coming from my domain instead of FlowyTeam,/ Custom Login especially for clients?
eg app.mybusinessdomain.com
Thanks
Devereaux
Dirks_FlowyTeam
Oct 14, 2024A: Hello Devereaux, thank you for your question! Yes, FlowyTeam does have plans to offer the option to use a custom CNAME for sending emails and requests as if they are coming from your domain, instead of FlowyTeam's default domain.
This feature is already on our development roadmap, and we are actively working on it. We will inform all users once it is ready for implementation.
Q: Can you clarify who is a "user"?
Are "users" the same as admin? Or do employees count in this number as well? I saw that clients are not in this number, but was curious about employees?
Also, can this connect to multiple sites/businesses, just one at a time?
Dirks_FlowyTeam
Oct 14, 2024A: Hello!
Thank you for your questions!
In our system, "users" refer to anyone who is registered under your company in your FlowyTeam account. This includes both admins and employees. To determine the total number of users you have, you can refer to the employee records in your account.
Regarding connecting to multiple sites or businesses, your FlowyTeam account can be switched to other...
Q: Share time tracking reports with clients?
Hi,
We use Clockify.me for our time tracking right now and we always share reports with our clients so that they can see what we have done for them. Can you do that with your software? Is it on the Roadmap if not?
Thanks.
Dirks_FlowyTeam
Oct 8, 2024A: Hi Steve, thank you for reaching out! Yes, we do have a time-tracking feature within our app. Our timer allows you to track each specific task and generate reports, which can be shared with clients to showcase the work completed.
We also offer a 14-day free trial with full access to all features so you can explore the platform and see if it’s the right tool for your needs. You can simply sign...
Verified purchaser
Also, I'm getting some 500 errors. Can't get in. Maybe it's time to upgrade the servers?
Hi Steve,
Thank you for bringing this to my attention. Our team is currently looking into the matter and will address it promptly.
Q: CRM available?
Hi, great tool!
Wondering if it is possible to add a CRM section, for instance, adding suppliers, instead of leads or clients.
Thanks.
Alexis
Dirks_FlowyTeam
Sep 18, 2024A: Hi Alexis,
Thank you for your feedback! While we currently don't have that feature available, it’s definitely an interesting idea. Our team will look into it further to explore the possibility of adding a CRM section for managing suppliers in future updates.
We appreciate your input and are always looking for ways to improve our platform
Thanks for your response Dirk.
I usually work with many suppliers and this is a feature I personally use a lot (like a database) to find some details quickly. Nothing fancy, name, company, email address, a section for notes, etc.
Hope that helps,
Alexis