Editing User Information in Float as an Administrator

Specific user information can only be edited by Administrators directly, or through Float Support at an Admin's request. We've outlined those actions below!

Please note: If you have an active HRIS integration, you will not be able to edit user names, addresses, job titles, managers or profile photos within Float. Changes must be made within your HRIS system and synced to Float. 

Which User Information Can Be Edited?

Users have the ability to update their own phone number as outlined here: How To Update Your Phone Number.

Administrators have access to change the following:

• User's Role (ie. Spender, Manager, Admin)
• Email Address (with some role restrictions, see: Changing a Float User's Email Address)
• Job Title
• Assigned Manager
• Phone Number 

User names cannot be edited from the Float application. 

Why can't Administrators edit some user information? 

Administrators must pass an elevated access verification to edit user profile details. If fields appear greyed-out, click "Edit" to prompt the delivery of a one-time authentication code. After completing the authentication, available fields will be editable. See: Additional Authentication for changing user profile details

As an additional layer of security, Administrators must submit a request to Float Support and pass an identity verification to update a user's legal name, or to reassign the Primary Admin role. 

Editing User Profile Details as an Administrator

1. Log-in to Float as an Administrator and select "Users" from the left sidebar. 
2. Locate the user you wish to edit.
3. Click the user's name or profile icon to open their user profile window. 
4. Click the "Edit" in the bottom-right corner of the user profile window.
5. Complete the security code verification.
6. Apply the desired changes and click "Save".
    

Changing a user's Manager

To change a user's Manager:

1. Navigate to the Users page
2. Click on the user whose manager you wish to change
3. Click the user's name or profile icon to open their user profile window. 
4. Click the "Edit" in the bottom-right corner of the user profile window.
5. Complete the security code verification.
6. In the Manager field, select the new Manager
7. Save

A user can be selected as a user's Manager if: 

• They are not already below the user in the hierarchy. 
  • Ie. if User A's Manager is User B, and user B's Manager is User C, then User A cannot be set as User C's Manager
• They have the Manager, Administrator or Primary Administrator role
• They have an equal- or higher-permissioned role 
  • Ie. if User A is a Manager, but User B is an Administrator, then User A cannot be set as User C's Manager

If you don't see a particular user as a selectable Manager option, that user either

• Is below the user being edited in the existing management hierarchy
• Does not have the Manager, Administrator or Primary Administrator role
• Has a lower-permissioned role than the user being edited 

See also: Assign or Update a Manager Role in Float

If your business has an active HRIS integration, Managers will sync to Float from the HRIS. 

Requesting Changes from Float Support

A Float Support Request is needed to change the following:

• User's Name (this also changes the name printed on future physical cards issued to this user)
• Changes to the Primary Admin's details, or the reassignment of the Primary Admin role

Float Support Requests can be made through email at support@floatfinancial.com or from "Submit a Request" on help.floatfinancial.com. 

How can a user's name be changed?

User names are registered as part of the identity verification (KYC) process and cannot be modified directly in Float.

Typos in user names can be corrected by Float Support to match the user's on-file identity record without additional documentation requirements.

For user name changes beyond typo correction, the Primary Administrator of the business will need to complete the following:

1. In Float, go to Settings > Business Documents > Extra Documents and upload:
   • A legal name change document that shows the change of the User's old name to their new name
   • A picture of the User's government-issued ID (Ex: Drivers Licence, Passport, Certificate of Indian Status) that shows the new name*
     • *Note: Only required if the legal name change document shows the new name on it
   • A picture of your (Primary Administrator's) government-issued ID (Ex: Drivers Licence, Passport, Certificate of Indian Status)
2. Once completed, email support@floatfinancial.com from the email address you use to log in to Float with:
   • Subject line: Your Business Name - Change User's Legal Name
   • CC the User in the email
   • Written confirmation of the User's current name and email address on file, and their new name
   • Written confirmation that you've uploaded the required information to the Business Documents section