Safe by default, without the busywork.
Security shouldn't be a project you take on later. Flowcove keeps each agency's data walled off at the database itself, gives you simple roles that decide who can change what, and never truly deletes your work — so the safe thing is also the default thing.
- Owner, manager, member and collaborator roles
- Settings and invites gated to managers
- Each agency isolated at the database
- Nothing is hard-deleted — archive, then restore
- Read-only document links you can revoke
- Members collaborate; internal notes stay internal
- One workspace per agency, cleanly separated
- Sensible defaults, no security checklist to run
Roles that map to how a team actually works
Owners and managers change settings and invite people; members do the work; collaborators are outside people who see only the tasks assigned to them. It's the smallest set of roles that answers 'who's allowed to do this?' without turning permissions into a second job.
Isolation that isn't just app-deep
Each agency's data is separated at the database, not merely filtered in the app. A missed check in code can't spill one agency's work into another's — the boundary is enforced a layer below the application.
Delete that you can take back
Archiving a task or a client hides it without destroying it, and it can be brought back. Your history isn't one wrong click away from being gone for good.
Share a document without opening the door
A share link is a secret URL for one document: no login, read-only, and you can revoke it. Anyone who has the link can read that document.
A client you invite to the portal is not a member of your workspace and has no role in it. Their access is a contact you add on one client record and can delete, and what they can reach is enforced by the database rather than by a permission you have to set.