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  1. Float Help Center
  2. Security

Security

All things to keep your account secure

Single Sign-ON (SAML)

  • Setting up SAML-SSO with Google
  • Setting up SAML-SSO on Float
  • Setting up SAML-SSO with Microsoft Azure
  • Setting up SAML-SSO with Okta

KYC (Know Your Customer)

  • Why is my SSN required for KYC?
  • KYC Checks for Fractional CFOs or Bookkeepers
  • How do I submit KYC if I don't live in Canada?

KYB (Know Your Business)

  • KYB (Business Verification)

Multi-factor Authentication

  • Resetting MFA For Users (Primary Admins Only)
  • What to do if you lose your MFA/2FA device and recovery codes or want to reset it?
  • Setting up your MFA/2FA Policy
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