FuturnFlow ยท Documentation

Pick your role

Each manual covers what your role can do, the screens you'll use, and your daily routine. FuturnFlow has four system roles: Owner, Admin, Member, and Client. Project Manager and Team Lead are company roles that sit on top of Member. Your welcome email links straight to yours.

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Owner

System role. Full control of the workspace, including billing. Governance, audit, and the safety net.

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Admin

System role. People, teams, roles, modules, templates, automation. Everything except billing.

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Project Manager

Company role (a Member). Create and run projects end to end: tasks, sprints, boards, campaigns, approvals.

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Team Lead

Company role (a Member). Assign and review your team's work, and manage your team's people.

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Team Member

System role Member. Your daily loop: My Work, moving cards, checklists, comments, and submitting work for review.

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Client

System role. Follow your projects and approve deliverables โ€” the client's window into the work.

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Guest

No longer a separate role. Old Guests are treated as Clients.

Other documentation