Client can purchase listed products directly from their Client's portal? Client can list products to sell? where other partner can purchase it. Can be able to track the Shipping/Delivery status after buying listed products?
I'm sure, with the complexity of the system, I must be missing something. But I cannot see an easy way to send a team member a link in a 1-on-1 message, a task, or otherwise.
Please point me in the write direction of how to do something like: send my employee a link to a Google Doc.
Founder Team
Dirks_FlowyTeam
Oct 17, 2025
A: Hi Brian,
For tasks, the hyperlink will be created automatically once you add it to a task, your team member will receive a notification both by email and in their account.
For 1-on-1 messages, you can paste the link directly, but your colleague will need to copy and paste it manually instead of clicking it for now. No worries, our team is already aware of this limitation and working on...
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?
Founder Team
Dirks_FlowyTeam
Oct 17, 2025
A: Hi SMBSolutions,
Great question! In our system, “users” refer to employees or team members who have access to the platform, so Tier 1 includes 10 employees. 1 code = 10 users, 2 codes = 20 users
Unlimited Team Access means that all users within your account can collaborate freely, for example, setting goals, tracking progress, sending feedback, and joining team discussions, without any...
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
Founder Team
Dirks_FlowyTeam
Oct 17, 2025
A: At the moment, in project management, clients can view tasks but are not directly involved in managing or editing them. And yes, you can send contracts for approval or signature through the Contract Module. You can also send payment links and reminders directly from the system.
Clients will have access to a separate client portal, where they can view all relevant documents, or they can also...
Q: Client can purchase listed products?
Client can purchase listed products directly from their Client's portal?
Client can list products to sell? where other partner can purchase it.
Can be able to track the Shipping/Delivery status after buying listed products?
Share FlowyTeam - for High-Performing Teams
Q: How do I easily share a hyperlink?
I'm sure, with the complexity of the system, I must be missing something. But I cannot see an easy way to send a team member a link in a 1-on-1 message, a task, or otherwise.
Please point me in the write direction of how to do something like: send my employee a link to a Google Doc.
Dirks_FlowyTeam
Oct 17, 2025A: Hi Brian,
For tasks, the hyperlink will be created automatically once you add it to a task, your team member will receive a notification both by email and in their account.
For 1-on-1 messages, you can paste the link directly, but your colleague will need to copy and paste it manually instead of clicking it for now. No worries, our team is already aware of this limitation and working on...
Share FlowyTeam - for High-Performing Teams
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?
Dirks_FlowyTeam
Oct 17, 2025A: Hi SMBSolutions,
Great question! In our system, “users” refer to employees or team members who have access to the platform, so Tier 1 includes 10 employees. 1 code = 10 users, 2 codes = 20 users
Unlimited Team Access means that all users within your account can collaborate freely, for example, setting goals, tracking progress, sending feedback, and joining team discussions, without any...
Share FlowyTeam - for High-Performing Teams
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
Dirks_FlowyTeam
Oct 17, 2025A: At the moment, in project management, clients can view tasks but are not directly involved in managing or editing them. And yes, you can send contracts for approval or signature through the Contract Module. You can also send payment links and reminders directly from the system.
Clients will have access to a separate client portal, where they can view all relevant documents, or they can also...
Share FlowyTeam - for High-Performing Teams
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?
Share FlowyTeam - for High-Performing Teams