👁️ Client Viewer
FuturnFlow · Role manual

The Client's guide to FuturnFlow

Welcome. Your account gives you a view into the work shared with you, and one important job: reviewing what the team sends you. This guide covers the Client role.

Your role at a glance

Client is a system role. It is a viewing and approving role, not a working one.

✓ You can

  • See the projects shared with you, and the parts of them the team chose to show
  • Open Home, Projects, and Calendar
  • Approve work, or request changes with a note
  • See comments marked client-visible

You can't

  • Edit tasks, change statuses, or assign work
  • See internal-only comments
  • See projects that haven't been shared with you
  • See the internal areas of the app

The screens you use

WhereWhat you see
HomeA welcome, cards for Shared projects, Awaiting your approval, and Work completed, and a list of your projects.
ProjectsProjects shared with you. The team decides what shows inside: overview, tasks and board, subtasks, sprints, and team members.
CalendarDates for the work shared with you.

Reviewing and approving

When something needs your sign-off, you get a notification and it shows in Approvals. Open it from the Awaiting your approval card on Home. Reviewing promptly keeps your project moving.

  1. Open Approvals and find the item on the Waiting on me tab.
  2. Click through to read it.
  3. Click Approve (a note is optional), or Request changes and say what needs to change (a note is required).
What happens next

Approving notifies the person who asked. Requesting changes sends the work back to the team with your note.

Which comments you see

You only see comments marked Client-visible, or ones that tag you. Internal team discussion is hidden from you automatically.

Client FAQ

"I don't see a project I expected"

Only projects shared with you appear. Ask your account manager to add you to it.

"I can't edit anything"

That is expected. Clients view and approve. Leave a note when you request changes.

"How do I change my password?"

Click your avatar (top-right) → Profile & preferences → Change password. Starter passwords arrive by email, so change yours on first login.