👑 Organization Owner
FuturnFlow · Role manual

The Owner's guide to FuturnFlow

You have full control of the workspace: every project, setting, and account, including billing. This manual covers the responsibilities and screens that matter most to you.

Your role at a glance

Owner is a system role (company role rank 100). You behave much like an Admin day to day, and you are also the only one who handles billing and the workspace-wide clear-all action.

✓ What you can do

  • Manage all users and company roles, including Admins
  • Configure modules, roles, templates, custom fields, automation, and the vocabulary (statuses and task types)
  • See every project and create and manage projects, sprints, campaigns, and clients
  • Assign work, decide reviews, and edit any task
  • Read the audit log and all reports
  • Only you: Plan & billing, and the "clear all company data" action

Things to be careful with

  • Deleting clients or projects is permanent. Prefer archiving.
  • Role and module changes apply instantly, workspace-wide.
  • Clearing company data removes every project, task, client, file, and every person except you. There is no undo.
  • Keep at least one other trusted Admin.

Settings: your control room

CardWhat it controls
GeneralOrganization name and workspace details. The Owner-only danger zone is here.
ModulesSwitch features on or off: Clients, Campaigns, Intake forms, Approvals, Sprints, Docs, Time tracking, Automation, Custom fields, AI assistant.
PeopleInvite teammates, change roles, disable leavers, reset passwords. Roles & permissions are a tab here.
Plan & billingSubscription, invoices, and seats. Owner only.
Files · Docs · TemplatesWorkspace files, the knowledge base, and reusable setups.
WorkflowsThe statuses and task types your workspace uses. Editing them needs the Enterprise edition.
Custom fields · AutomationExtra task fields, and rules that react to changes (modules).
Audit logEvery change, by anyone. Your "who did this?" answer.

Your weekly routine

  1. Scan Reports. Look for overloaded teammates, overdue work, and blocked tasks.
  2. Check Approvals (from the Home card) and the "All approvals" tab. Anything pending for days is a bottleneck. Approvals go up the reporting line, so check that reporting managers are set.
  3. Review People when the team changes. New people are invited there. Set leavers to disabled rather than deleting, so history stays.
  4. Check the Audit log when something looks off.

Key how-tos

Invite a teammate

  1. Settings → People → Invite teammate (or Create → Invite teammate in the top bar).
  2. Enter their full name and real work email. Credentials are emailed there automatically.
  3. Pick the role. It controls everything they can see and do. Roles ranked above your own are not listed. When unsure, start lower.
  4. Pick their teams (optional). They are invited and must accept. There is no department or job-title list to pick from. Teams replace departments, and job title is a free-text box.
  5. Optionally add job title, phone, and reporting manager. The reporting manager is who approvals go to, so set it for anyone who will request sign-off.
  6. Send invite. They receive a welcome email with a starter password and a link to the manual for their role.

Set up a team and share a project with it

  1. Teams → New team, give it a name.
  2. Use the add-people button on the team and pick people. Each gets an invitation to accept.
  3. On a person's row, Make lead lets them add and remove people on that team.
  4. Open the project → Team tab → click the team under Teams on this project. Every accepted member can now see it.

Turn a feature on or off

  1. Settings → Modules and use the switches.

Create a company role

  1. Settings → People → Roles & permissions, then create a role.
  2. Give it a name, a rank, and tick its permissions. The rank decides who outranks whom and which system role the person has (90+ Owner, 70+ Admin, 10+ Member, below 10 Client).

The AI assistant

If the AI assistant module is switched on, a round sparkle button sits at the bottom-right of every page. It answers questions from the data you can see, and explains how FuturnFlow works from these manuals. When you ask it to change something (create, assign, move, comment, archive, delete), it shows a card. Nothing happens until you click Confirm; Decline dismisses it. Stop & undo halts it while it is thinking.

Owner-specific FAQ

"An Admin locked themselves out"

Settings → People → the key icon on their row emails them a fresh starter password.

"Someone changed something and boards look wrong"

Check the Audit log to see who and what.

"Statuses changed names"

The built-in pipeline is To Do, In Progress, In Review, Done, plus Revision and Rejected. Only the Enterprise edition can rename them, under Settings → Workflows.

"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.