Q: For Mkt Agencies - Does Flowly have a client portal where to show deliverables and tasks?
I'm running an agency and want to know if Flowly lets me share task progress and deliverables with clients through a portal.
Also, I need to control what they see—some tasks or services are handled by different freelancers or teams - but are for the same client, so I don't want everything visible.
Here are my key questions:
- Can I control which tasks or deliverables each client sees? If yes, can they provide feedback there?
- Can I show different views to different teams or freelancers?
- Do clients count as users under my account or are they guests?
- Same for freelancers—are they users or separate?
Thanks for your time FlowlyTeam
Dirks_FlowyTeam
May 6, 2025A: Hi Avidfreelance,
Thank you for reaching out and for your interest in FlowyTeam! I'm happy to answer your questions about how FlowyTeam can support your agency workflow, especially around client and team collaboration.
Client Portal & Task Visibility Control
Yes, FlowyTeam allows you to control task visibility for different users. You can assign tasks and deliverables to specific clients and restrict their access only to what’s relevant to them. Clients can view progress, leave comments, and provide feedback directly within the task or deliverable.
Customized Views for Teams or Freelancers
Absolutely. You can create different teams or assign roles, and FlowyTeam lets you customize what each user or group sees. This is ideal for managing multiple freelancers or internal teams without exposing unrelated tasks or sensitive information. You can do this in the module settings or permission settings
Client Access – Guest or User?
Clients can be added as limited-access users (guests). This means they don’t count against your full user license quota, and you can configure their permissions carefully.
Freelancer Access – User or Separate?
Freelancers are considered regular users, especially if they need to collaborate on tasks, update statuses, or log time. However, you can still control their visibility and permissions based on roles and team assignment.
You can also get a free trial to see if FlowyTeam is suitable for you. Please contact our team at hello@flowyteam.com for more details.