Q: Do you have client portals where you can transfer files to customers?
This product looks pretty cool, with tons of features. But the one big thing I can't find is file transfers to customers. We really need to be able to create a client portal and then the ability to post files (we upload for client to download and client upload for us to download) similar to how SharePoint works. Is this available?
Dirks_FlowyTeam
May 22, 2025A: FlowyTeam allows you to share and store documents within each project dashboard, which can be accessed by clients with the appropriate permissions.
CheeksPLUSWe're sharing project deliverables in various formats. Is this in the plans? And can the permissions of the clients be setup to mimic a client portal? Meaning that all they see is specifically client-facing content versus potentially internally focused detail (we share task and progress data/status with some clients but not all depending on certain factors).
Dirks_FlowyTeamPLUSYes, that's correct, you have full control over what your clients can and can't see.
There are two task modules in the system:
The general task module is designed for internal use within your company.
The project-specific task module allows you to share tasks and progress updates with clients.
This setup gives you flexibility to decide what information is client-facing and what remains internal