This video shows how to add and manage users in Float. You’ll learn how to invite team members and assign roles that match their responsibilities.
Adding a new user to Float takes just a few clicks. Primary Administrators, Administrators, or Managers can invite someone by entering their name, email address, and title, then selecting the appropriate role, such as Administrator, AP Clerk, Bookkeeper, Manager, or Spender.
Once you save the invitation, the user receives a welcome email to set up their password and complete KYC identity verification.
For more details, see: