Float users with multiple accounts can access all accounts with the same login!
This article answers common questions about switching between your multiple accounts. If you have multiple accounts or have been assigned as another user's delegate, please review the information below to learn how to switch between your accounts.
Can I have multiple user accounts in the same business?
Yes.
Can I have multiple Float accounts using the same email?
Yes, you can have multiple Float accounts under the same email.
How can I add a user to another Float business account?
As an administrator, you can invite active Float users to another business account by creating them as a user in the second account. You will invite them using the same email associated with their current Float account, and they'll receive an invitation to join the new account. Users can accept or reject this invitation. If they accept the invitation, they will be able to access both accounts using the same login credentials.
Why am I getting an error when I try to log in?
If the username you are using is for an account that is merged with another, you need to use the primary email address. Your old login credentials will no longer work.
Example: If user+duplicate@business.com is merged to user@business.com, user+duplicate@busines.com will no longer work as a username. Only user@business.com will.
What if my business uses SAML?
Users with multiple accounts under separate SAML SSO configurations cannot be merged.
Users with multiple accounts under the same SAML SSO configuration can be merged.
For users with multiple Float accounts where one has SAML SSO configured and the other does not, the SAML login will be the primary login.
How do I create a new business account?
Any Administrator for a business can create a new business and reuse their existing email and KYC record to do so. To create a new business under the same email as your current business account, please follow the steps in this Help Centre article
If you want to create a new business using a new email, you will need to navigate to welcome.floatfinancial.com and create a new business using that process. Your KYC record will not be automatically applied to this new business, and so you will need to write to Float Support at support@floatfinancial.com to help link your KYC record.
How do I switch between my accounts?
On the Web App (app.floatfinancial.com):
When you log in to your account from the web app, click the 3 vertical dots next to the company name in the top-left corner. A pop-up will open where you can select between your multiple business accounts.
From the Mobile App:
When you log in to the Float Mobile App, click on the Business Name in the top-right corner of the screen. An account selector will pop up from the bottom of your screen, where you can toggle between your multiple accounts.
What account will I see upon login?
You will have a default profile that you will be logged into every time you sign in (marked with a star icon). You can edit this by clicking the 3 vertical dots next to the account you want to be the default and click “Select as default business”
Some Important Notes on Default Accounts:
If you’ve been active in the last 30 minutes, you will be logged back into the last active profile. Once you’ve been inactive for 30 minutes, you will be taken back to your Default profile.
If you've been assigned as a delegate for another user, you cannot make your delegate profile your default account
What is a custom business label?
This is a nickname that Administrators can set for a business. The custom business label will be visible to all users of the business.
How to add a custom business label:
Login to app.floatfinancial.com as an Administrator
Click the 3 dots next to the business name in the top-left corner
Click the 3 dots next to the business name in the pop-up > click "Add a custom business label"
Enter your desired label > click the blue check mark
How do receipts work for identity?
Once you have multiple linked accounts, you can no longer forward your receipts to receipts@floatcard.com. You will instead need to use your personal forwarding email address
Related: Receipt Forwarding with Float
Transaction categorization links sent via email/ text will continue to work as expected.