The addition of direct managers and the resulting dynamic approvers makes controlling business spend seamless for finance teams.
Float now allows administrators to add direct managers when creating users. This allows finance teams to create dynamic approval policies that route to a user's direct manager as their approver, allowing for more flexibility within one policy!
What is a Dynamic Approver in Float?
Dynamic approvers are users in Float that have been assigned as direct managers to other users. This allows approval policies to be routed to each individual user's assigned direct manager instead of a singular team manager or individual.
How can I view and edit direct managers?
Any administrator can identify and modify a user's direct managers by navigating to the "Users" page in the sidebar and clicking on a user. The direct manager field can be found at the very bottom of the User pop-up window and changed as required (our HRIS integration does this for you automatically)
- Spenders and Managers require a manager upon creation
- Admins and Primary Admins do not require a manager but can optionally have one
- Bookkeepers are not part of the company's organizational structure, so they cannot have a manger
Related: How to invite users and assign user permissions in Float
How can I create an approval policy with a dynamic approver?
This step-by-step guide walks you through everything related to approval policies - including dynamic approvers!
Approval Policies Overview
What else can be routed through direct managers?
Post Transaction Reviews! Read more here
Have more questions? Reach out to our support team at support@floatcard.com and we'd be happy to assist you!