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.
Directory of Frequently Asked Questions
Understanding User Roles
Am I able to create or customize user roles in Float?
Is there a limit on how many users can be assigned a specific user role?
Changing User Roles
Who can change a user's role?
How do I change a user's role?
Troubleshooting Role Changes
Why do I see the error "Proposed manager cannot manage <user name>" when changing a user's role?
Why am I being asked to do ID verification after my role was changed from Bookkeeper?
Managing User Data
Can a list of users and their assigned roles be downloaded within Float?
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 user's name or profile icon to open their user profile window.
- Select "Edit" in the bottom-right corner of the user profile window.
- Complete the additional authentication.
- Select "Role" and use the drop down menu to change the user role.
- Save.
Is there a limit on how many users can be assigned a specific user role?
No. There’s no limit to how many users can be assigned to a specific role (for example, Spender, Manager, or Administrator). However, each business can only have one Primary Administrator.
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 would invalidate the existing management hierarchy. This can happen if:
- The newly assigned role has higher permissions than the user's 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.
- The newly assigned role has lower permissions than the role of one or more of the user's current direct reports. For example, if a user's direct report is an Administrator, their role cannot be changed to Manager - it must remain Administrator or higher.
- The newly assigned role cannot manage other users, but the user has direct reports. Bookkeeper, AP Clerk and Spender cannot manage other users.
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.
Can a list of users and their assigned roles be downloaded within Float?
A user list can’t be downloaded directly from Float. Administrators can contact support@floatfinancial.com for more information.