Your organisation and the team view
An organisation in Flino is your workspace: every offer, contact, sequence, and setting belongs to it. Per account you manage exactly one organisation. If multiple people want to use Flino, each person gets their own account with their own organisation; they are connected through a company account.
Working together? Through a company account you equip several people with seats and manage them centrally. On the Team plan, the team view with the offers and pipeline of all seat holders and a shared library for templates and sequences come on top. Every person keeps their own workspace.
Organisation settings
Section titled “Organisation settings”Go to Settings → Organisation.
Organisation details
Section titled “Organisation details”- Organisation name: appears as the provider’s name on the acceptance page.
- Timezone: Berlin, Vienna, or Zurich (all GMT+1). Flino includes it in the record PDF of an acceptance; it does not change the send window for follow-ups.
- Sender name: the name of the person sending the offer on the acceptance page. In emails Flino only uses it when the imprint has no first and last name.
- Sender email: your contact address. It is the same field as Email under Sender & Imprint; on the acceptance page it appears under “Or by email:”. Emails are always sent through your connected mailbox.
Click Save, and “Organisation saved” appears.
The same tab also holds Sender & Imprint (see Legal & GDPR), the Default German salutation, and the Flino branding on acceptance pages switch, see Settings.
Restart onboarding
Section titled “Restart onboarding”You restart the setup wizard in the Profile tab, in the Onboarding card, with Restart onboarding. Flino only resets the wizard’s progress, without asking, shows “Restarting onboarding…” and opens the wizard. Your data stays.
Delete organisation
Section titled “Delete organisation”The All organisations card lists your organisations. A trash icon for deleting only appears there if you are the owner and have more than one organisation. After confirming in the Delete organisation dialog, all data of this organisation is permanently removed; Flino reports “Organisation “[name]” was deleted”.
With a single organisation, which is the normal case, there is no delete button in the app. If you want your account and data deleted, contact support, see Legal & GDPR.
Multiple people who want to use Flino
Section titled “Multiple people who want to use Flino”If multiple people in your company want to use Flino for offer sending, the path is:
- Create a company account and buy seats on the Pro or Team plan.
- Invite the people by email as employees. Each person gets their own Flino account (see Create your account), sets up their own organisation during onboarding, and connects their own mailbox.
- On the Team plan, owners and administrators see the offers and pipeline of all seat holders in the team view and maintain a shared library for templates and sequences. Sending and receiving still happens through each person’s own mailbox; there is no shared inbox.
Team view
Section titled “Team view”The team view is available on the Team plan to owners and administrators of a company account. They open it via the Team menu item in the left navigation. If the company account is not on the Team plan, a notice there says that the team view is part of the Team plan. Employees have no access.
The team view reads the workspaces of all seat holders, including emails. Offers and emails there are read-only; nobody can send or act on an employee’s behalf. Attachments are not included in the team view. Every seat holder sees the Company account visibility note under Settings → Your access, saying that owners and admins can view their offer and email data.
The tabs of the team view:
| Tab | What you see and do there |
|---|---|
| Overview | team metrics for 7, 30, or 90 days (Open offers, Won, Lost, Win rate, Follow-ups sent, Replies, Reply rate, Active sequences) and the Per member table. Clicking a person shows their active sequences, recent emails, and their sequences and templates. |
| Offers | all offers of the team, filterable by member, status, and time range. The offer page shows details, history, and email thread (Read-only). |
| Watchlist | offers you watch with the star (up to 50), with a counter of new activity. Flino reports new customer reactions bundled in the notifications. |
| Contacts / Companies | all contacts and companies of the team, filterable by member. When several members work the same company, it appears once per member. |
| Activity | what is happening across the team: mails, replies, status changes, notes, and more, filterable by event type |
| Library | central sequences and templates. Create & distribute or Distribute to all copies them into the workspaces of all active seat holders. You adopt well-performing content from a member in their view with Adopt; their original stays untouched. |
| Sales Room | central sales room content. With Manage centrally, Push to all overwrites texts, documents, videos, image gallery, and page background in the members’ sales rooms. |
Common questions
Section titled “Common questions”Can I invite members later? Not into your organisation. You invite employees through the company account. There they get a seat and work in their own workspace; on the Team plan with the team view and the shared library.
Can I manage multiple organisations from one account? No. Per account there is exactly one organisation. To separate clients or business areas, you need a separate account per area.
What happens to my offers when my organisation is deleted? They are permanently removed. There is no export function in the app. Store won or lost offers in an external system beforehand if you want to keep them, or ask support for a copy of your data.