What roles can you set on Float and what are the differences?
The primary admin is the main admin of the account. Usually this would be the Owner, CEO or CFO of the company. If Float has any information that needs to be shared with your team, it will be the Primary Admin who is contacted.
Admins have the same permissions as the primary admin. The only difference being any correspondence between Float & your company will be sent directly to the Primary Admin on file.
Bookkeepers who will only have access to the Transactions page in Float to categorize and export transactions. Usually, if you have an in-house bookkeeper we recommend you allow them access as an admin to see everything. This user role is designed for external bookkeepers to limit their access.
Managers (Professional Plan Only)
Managers on the account can invite other Managers and Spenders to Float. They will only be able to see requests, cards and transactions specific to their Team, and will not have access to other transactions or cards across the organization.
Spenders can only view their assigned cards, the transactions made on those cards and any top-up or card requests they have made.
Want to learn how to assign roles and add users? Visit our guide here