Float provides four predefined roles: Bookkeeper, Spender, Manager and Administrator. Each role has permission to perform the tasks outlined below. Assign the most suitable role to each User to give them the most appropriate level of control, custom to your organization.
How to add Users in Float
If you are an Admin or Manager 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 below).
Click "Save" and the User will receive a welcome email to create a password and log into Float.