Knowledge base
Team management

fylt Flock

Give each teammate the right access, ownership, and operational clarity.

fylt Flock team management table with member names, roles, and active statuses
Studio capture. Full-width Studio view: Flock keeps the active team, role assignments, and member status in one concise management view.

What it does

fylt Flock helps a growing service business coordinate its people. Manage team roles, plan seats, task ownership, and member payment records from the same platform your team uses to serve clients.

Capabilities and value

Explore the parts of fylt Flock that support a connected client workflow from the first action to the next useful handoff.

Invite and organize the team

Flock gives business owners a clear directory of active members and an invitation workflow for the people who contribute to client work.

Build a team structure that is easy to understand and maintain.

Give every person the right access

Roles such as owner, admin, member, and viewer establish the level of access a teammate receives across the Studio experience.

Keep collaboration purposeful and responsibilities clear.

Connect people to delivery ownership

Team members can own Kite tasks and Wren tickets while their role remains visible to the people coordinating work.

Make accountability easy to see across client delivery and support.

Record member payments alongside operations

Member detail includes compensation and payment-period controls for the internal financial activity that supports your team.

Keep people operations close to the delivery and ledger context they support.

See the workflow in detail

Each screen below is a full-width product capture of a distinct capability, setting, or client-facing outcome.

Configure it for your business

Studio > Team management

Flock configuration happens directly in the team workflow, keeping access and compensation decisions close to the member record.

  1. Invite member

    Use Invite member to add a teammate and begin the account setup journey.

    Makes team growth a visible, managed process.

  2. Role

    Open a member record and choose the role that matches the responsibilities they hold.

    Aligns module access with the contribution each teammate makes.

  3. Compensation period

    Use the member detail panel to record a payment period and amount when relevant.

    Creates a useful record of internal financial commitments.

  4. Seat planning

    Review your plan's available seats as the team grows.

    Keeps the team structure aligned with the subscription that supports it.

Getting started

  • Invite team members from Flock → Members — they'll receive an email invite.
  • Assign roles to control what each member can see and edit.
  • Set up member payment tracking to log what you pay contractors or employees.

Key settings

  • Roles: owner, admin, member, viewer — each with different module permissions.
  • Seat limit: enforced per your plan tier (Professional includes up to 2).
  • Payment schedule: recurring or one-off payments logged per member.

Daily workflow

  • Assign new tasks and tickets to the right team member as work comes in.
  • Review member payment logs alongside your Rook ledger at month-end.
  • Adjust roles as responsibilities shift on your team.

What updates next

Flock roles shape who can work in each module, while member ownership stays visible on Kite projects and Wren tickets. Member payment records also sit alongside the wider Rook financial picture.

Make the most of it

  • Flock is included free with any paid plan, up to your seat limit.
  • Track member payments alongside your Rook ledger for a full picture of costs.
  • Use view-only roles for stakeholders who need visibility but not edit access.

Connected modules

fylt Flock is wired to: