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  1. Float Help Center
  2. Getting Started with Float

Getting Started with Float

General information on Float, and how to get set up.

User Profiles

  • Updating your profile picture in Float

Setting Up Your Account

  • Best practices for rolling out Float to your team
  • Roles at Float
  • How to invite users and assign user permissions in Float

Teams & Spending

  • Spender Categorization Mobile View
  • How To Edit, Approve or Deny A Spend Request
  • Create Teams & Track Spending
  • Requesting Spend - Spender and Approver Flows

Approval & Submission Policies

  • How to create custom submission policies
  • How to create custom Approval Policies

Notifications

  • How to manage business notifications for the entire business?

Account Information

  • Deleting Users
  • How do I log out?
  • How do I know which plan I'm currently on?
  • How do I reset my password?
  • Does Float have have multi-entity management capabilities?
  • Download a Float Account Statement
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