Getting Started with Float

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