Float users with multiple accounts can access all accounts with the same login! No more password mayhem!
- Can I have multiple user accounts in the same business?
Can I have multiple Float accounts using the same email?
Yes. If you already have an existing Float account, when you are added with the same email, you will receive an invitation to join. You can accept or reject this invitation. If you accept the invitation, you will be able to access both accounts using the same login credentials.
Why am I getting an error when I try to log in?
If the username you are using is for an account that is merged with another, you need to use the primary email address. Your old login credentials will no longer work.
Users with multiple accounts under separate SAML SSO configurations cannot be merged.
Users with multiple accounts under the same SAML SSO configuration can be merged.
For users with multiple Float accounts where one has SAML SSO configured and the other does not, the SAML login will be the primary login.
What is a custom business label?
This is a nickname that admins can set for a business. The custom business label will be visible to all users of the business.
How do receipts work for identity?
Once you have multiple linked accounts, you can no longer forward your receipts to firstname.lastname@example.org. You will instead need to use your personal forwarding email address
Related: Receipt Forwarding with Float
Transaction categorization links sent via email/ text will continue to work as expected.
What account will I see upon login?
You will have a default profile that you will be logged into every time you sign in. You can edit this by right-clicking next to the account and choosing “Select as default business”
Note - if you’ve been active in the last 30 minutes, you will be logged back into the last active profile. Once you’ve been inactive for 30 minutes, you will be taken back to your Default profile.
How do I create a new business?
Anyone who holds an admin seat (or primary admin seat) for a business can create a new business and re-use their existing email and KYC record to do so.
If you want to create a new business using a new email, you will need to navigate to welcome.floatcard.com and create a new business using that process. Your KYC record will not be automatically applied to this new business, and so you will need to write into Float Support at email@example.com to help link your KYC record.