What's New in TalleFlow — Team Permissions, Profit Insights & Social Publishing

✨ Custom roles and built-in overrides — Create custom roles from a unified roles table, tune what each built-in role can do, and assign permissions so sensitive finance and contact details stay hidden from the wrong teammates. 👥 One role per member and invite-time assignment — Give each member a single effective role, invite people with a custom role already chosen, and assign roles from one dialog instead of fighting a built-in dropdown that did not match their access. 📋 Member audit history and team safeguards — Review who joined, left, or changed roles in Team settings, see throttled last-active signals for owners and admins, and rely on tighter guards when managing invites across businesses. 📊 Event profit report with CSV and filters — Filter the event profit widget by event date, export to CSV with totals, and see pending expense approvals per project so margin reviews match the dates you care about. 💰 Project profit, pay rates, and expense approvals — Track invoiced revenue and margin on projects, set team pay rates from member profiles, and approve, edit, or reject pending project expenses with clearer status across finance tables. 📱 Facebook and Instagram connect, post, and inbox — Pick which Pages and Instagram accounts to link, schedule and edit social posts from the calendar, reply in the unified inbox, and convert social threads into leads when a booking starts in messages. Also shipped in this release 🎨 Client portal sections and branding — Choose which portal sections clients see, load branding early for a consistent first paint, and open subtasks from task details or expanded table rows without losing your place. 🚗 Drive-time travel fee zones — Charge travel from distance or zone-based rules in Finance settings and carry the right fee basis into invoice editor tools so sent totals stay stable after you change policy later. ✉️ Inbound SMS and Twilio picture messages — Customer text replies land in the inbox automatically, and Twilio accounts can attach images to project texts and replies when RCS cards are not in the way. ⚙️ Automation canvas and smarter senders — Insert or delete automation steps on the canvas without breaking the graph, branch on structured project address fields, and send email or documents as the owner, triggerer, or primary team member when that fits the workflow. ✅ Subtasks and venue-linked projects — Add one level of subtasks on web and mobile with expand rows and completion prompts, and browse upcoming and past projects from a venue instead of a mislabeled events list. 🖼️ Canva designs in every editor — Drop Canva designs into documents and emails from the same block every business can use after connecting Canva in Integrations. 🔒 Inventory cost visibility — Hide kit and item costs from teammates who lack cost permission while owners and admins still edit internal numbers in offerings. 📅 Portal invoice dates and faster finance payments — Clients see imported issue dates on invoice lifecycle steps when you migrated from another platform, and the finance payments tab loads one page at a time instead of waiting for every row upfront.