Set up teams for each client
You’ll start out in a Team—one that looks like this.
Teams are what keeps work separate in Flow, so it’s helpful to create a new Team for each client. This will help you focus on fulfilling each individual client’s needs, and prevent wires from being crossed between multiple clients and their projects.
To keep your clients separate and private, we recommend locking new Teams. This will mean that only invited members will see the Team, and your clients will exist completely independently from one another in Flow.
Keep things simple by naming new teams after your clients. As you can see, teams always remain easily accessible from the navigation.
And if you ever wanted to take a look at the most recent activity across all your teams, simply return to the Overview tab. There, you can get a universal look at everything happening at your agency.