Float provides four predefined roles: Bookkeeper, Spender, Manager and Administrator. Each role has permission to perform the tasks outlined in the permissions here. Assign the most suitable role to each User to give them the most appropriate level of control, custom to your organization.
Note: Float also supports HRIS integrations. If you use an HRIS system listed HERE, check out this article to get started: Setting up an HRIS Integration
Who can I add as a User in Float?
Since Float is a company credit card, you can only add employees associated with your company onto Float. The only exception is if you have external bookkeepers or contractors - those are fine as well!
All users can be added by an administrator or primary administrator.
How to add Users in Float
If you are an Admin on the Float account, you can invite Users by following these steps:
- Click on the "Users" tab on the bottom left of the navigation panel.
- Click the blue "+Add User" button on the top right of the page.
- Input the User's Name, Email, and Title, and select the applicable role (see here).
- Choose the user's direct reporting manager
- Click "Save" and the User will receive a welcome email to create a password and log into Float!
What Happens After a User is Created?
Once a user is invited, they will receive a welcome email to set up their password. Once a User has set up their account, they will be prompted to KYC (verify their identity). For more information on KYC, view this article.
Errors in User Creation
Sometimes, an error may pop up if a user cannot be created because the email is already in use. To bypass this, simply add an alias to your user email.
For example, if I am trying to add firstname.lastname@example.org but that email is already in use on a different account, I can change the email to email@example.com. This will send an invite to the same email, but the user will log in with the alias-ed email!
Please always email support for assistance if you cannot add a user!