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Assign or Update a Manager Role in Float

  • Updated

Administrators can assign the "Manager" role to users who need visibility into team spending and responsibility for approvals or reviews.

This article covers how to assign the Manager role, how to set direct and team managers, and what to expect if your company uses an HRIS integration.

To learn what managers can see and do, see Manager Roles in Float: What They Can See and Do.

This feature is available to customers on Float's Professional or Enterprise Plans. View detailed plan information at floatfinancial.com/pricing and contact us via support@floatfinancial.com if you'd like to upgrade!

 

What the "Manager" Role Does

The Manager role gives users access to:

  • Their own and their team’s cards and transactions

  • Approve spend requests from their team

  • Pause and unpause cards

  • Review submitted transactions

To learn more about permissions, see User Roles

 

When the "Manager" Role is Required

Users must have the Manager role in order to:

  • Be assigned as another user's direct manager

  • Be assigned as the manager of a team

If a user doesn’t have this role, they won’t appear as a manager selection when setting up teams or users.

 

Assign the Manager Role to a New User

  1. Log in to app.floatfinancial.com as an Administrator

  2. Go to the Users page

  3. Click + Add User

  4. Fill out the user’s name, email, and title

  5. Set their role to Manager

  6. (Optional) Assign a direct manager — this person must also have the Manager role

  7. Click Save

The user will receive an email to activate their Float account.

 

Change an Existing User’s Role to Manager

  1. Go to the Users tab

  2. Find the user and click Edit

  3. Complete security verification if prompted

  4. Change their role to Manager

  5. Click Save

The user now has Manager permissions and can be assigned as a direct or team manager.

 

Set a Direct Manager for a User

  1. Go to the Users tab

  2. Click Edit next to the user’s name

  3. In the Manager  field, choose a user with the Manager role

  4. Click Save

This allows Float to route approvals and reviews to the correct person.

To learn what direct managers can see, see Manager Roles in Float: What They Can See and Do

 

Set a Team Manager

  1. Go to the Teams tab

  2. Click into the team you want to update

  3. In the team settings, choose a manager

  4. The selected user must have the Manager role

Team managers gain visibility and control over cards and transactions associated with their team.

 

HRIS Integration Considerations

If your account uses an HRIS integration:

  • Manager assignments are synced automatically

  • You cannot manually assign or update a user’s direct manager or team in Float

  • To make changes, update the information in your HRIS and run a sync

  • Ensure the user’s email in your HRIS matches their Float email exactly

For more help, see Editing User Information in Float as an Administrator

 

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