Control personal info sharing, email connections, and team plan access
Choose what teammates can see, connect email to the right business, and let invited staff use your business plan.
Vaasu Guduguntla
Last Update 11 gün önce
🔍 Personal info sharing
Phone, birthday, location, and emergency contact stay private until you opt in. Use the Personal Info Sharing controls on your profile.
- Teammates – only see fields you turned on
- Public profile: never shows street, zip, or emergency contact, even if those are shared inside the business
🛠️ Email and calendar connections
Connect Gmail or Outlook from the business you are currently using. The connection is stored on that business, so starting the connection from Business B no longer attaches the inbox to Business A. Profile photos in email signatures send as a hosted image so they stay visible in Gmail, Outlook, and TalleFlow-sent mail after you change your photo.
📄 Invited teammates and your business plan
Invited teammates use the owner's paid or trial plan, so they can use business features and send invoices without a separate upgrade.
🧭 Lists and recovery
On projects, tasks, and contacts, selected rows stay selected when you run more than one bulk action in a row. If the app hits an unexpected error, use Try Again or Refresh Page.
💡 Rule of thumb: Connect Gmail or Outlook from the business you are working in so the inbox stays on that business.
📚 Learn More
Related help in the TalleFlow Knowledge Base:
- Profile Settings
- Business Settings Overview
- User Sub Accounts in TalleFlow
- Personal & Shared Connections: Connect Your Own Gmail, Outlook, and Zoom
- Subscription & Billing