Q: Coaching Client Access to KPI Dashboards
I previously asked about giving my coaching clients the ability to input and access their own data. In addition, I’d like them to be able to view the KPI dashboard to see an overview of their OKRs and KPIs. Is this currently possible, or could this capability be added so clients can access the KPI dashboards?
Dirks_FlowyTeam
Aug 28, 2025A: Hello, at the moment, the client dashboard does not include KPI or OKR visibility. If you’d like your coaching clients to access OKRs and KPIs, we recommend registering them as employees within the system. This way, they’ll be able to access the Tasks, OKRs, and KPIs modules.
If you prefer them to have different access rights than regular employees, you can customize this using the Roles and Permissions function in the settings.
We’ve also answered this in detail via email, so if you have any further questions, please feel free to reply to that email. Thank you!