Every person added to Float is assigned a user role that controls what they can see and do in the account. This FAQ covers common questions about user roles—like how to change a role, what role limits apply, and why certain error messages appear when updating someone’s access. For more information on user roles and their unique permissions, please see this help centre article: User Roles.
Am I able to create or customize user roles in Float?
At this time, creating or customizing user roles within Float is not supported. The available user roles are predefined and include: Primary Administrator, Administrator, Bookkeeper, Manager, AP Clerk, and Spender.
Who can change a user's role?
Only users with the following roles can update someone else's role in Float:
- Primary Administrator
- Administrator
How do I change a user's role?
- Log-in to Float as an Administrator and select "Users" from the left sidebar.
- Locate the user you wish to edit.
- Click the "Edit" at the right end of the user's row.
- Complete the additional authentication.
- Select "Role" and use the drop down menu to change the user role
- Save.
Why do I see the error “Proposed manager cannot manage <user name>” when changing a user’s role?
This message appears when the user's newly assigned role is higher than their current manager's role. For example, a user with the Manager role can’t be the direct manager of someone who’s been assigned the Administrator role. To save this change, the direct manager must also be changed to either the same or higher level role first.
Why am I being asked to do ID verification after my role was changed from Bookkeeper?
Bookkeepers are not required to complete ID verification, as this role does not include the option to spend on Float. When your role is updated to one with access to spending—like Manager, Administrator or Spender—you’ll be prompted to complete identity verification.