Welcome to Float! If you're a Manager, you're responsible for overseeing your team's spending, reviewing transactions, and approving requests. This guide walks you through what the Manager role includes, how to get set up, and where to find the resources you need.
Start here first: As a Manager, you have all the same capabilities as a Spender, with additional permissions to manage your team’s spending. If you’re new to Float, we recommend reviewing the Spender Getting Started Guide to get familiar with the basics before diving into Manager-specific tools.
What Can a Manager Do?
As a Manager, you have visibility into your team’s spending and access to key workflows. You can:
- Manage your own and your team’s cards and transactions
- Review and approve spend requests
- Add or update receipts and accounting information during transaction review
- Pause or unpause cards
- Be included in approval and review workflows through policies and teams
- For more detail, see: Manager Roles in Float: What They Can See and Do
- For a full list of permissions per role, please visit our Help Centre article: User Roles
Manage Spend Requests
When a team member submits a request for a new card or an increase in their card limit, you’ll be notified to review it. Spend requests can be reviewed from the Requests tab in Float or directly in Slack if your workspace uses the Slack integration.
Approving and Managing Spend Requests (Managers & Admins)
Update Transaction Details
After a transaction is made, Spenders are required to input any transaction details that are required from their Submission Policy. Managers will have the option to input these details on behalf of a Spender if needed.
Can Managers Add Information to a Spender’s Transaction?
Review Transactions
As a Manager, you may be assigned as a reviewer for your team’s transactions through Float’s Review Policies. These policies are set by your Admin to provide oversight on post-spend activity, especially for specific transaction types or thresholds.
Your responsibility as a reviewer is to permit or reject the transaction based on the review step you're assigned to. The goal is to add oversight and accountability to spending after it occurs, especially for high-risk or high-value transactions.
Why Am I Getting Notified About the Needs Review Tab?
How Review Policies Work
Control Cards
Managers can pause or unpause cards for their team members. This is useful when someone leaves the company or no longer needs access to a card.
Using the Pause Card Feature
Work With Teams
While only Admins can create teams, Managers benefit from being assigned to structured workflows that route approvals and reviews by group. Teams support budget segmentation and custom policy enforcement.