Who can I add as a user?
Employees associated to your company, including bookkeepers and contractors would be able to join your Float account.
What access will new users receive?
Float provides five predefined user roles: Administrator, AP Clerk, Bookkeeper, Manager, and Spender. Each role grants a specific set of permissions within the application, as outlined in this guide: User Roles. Most users will have the Spender role.
Assign the most suitable role to each User to give them an appropriate level of access according to your organization's needs.
Adding New Users to Float
Float Administrators can invite new Users by following these steps:
- Click on the "Users" tab on the bottom left of the navigation panel.
- Click the blue "+Add User" button on the top right of the page.
- Input the User's Name, Email, Title and select the appropriate role (see here).
- Choose the user's direct reporting manager
- Click "Save" and the User will receive a welcome email to create a password and log into Float!
Float also offers integrations to import users from your HRIS. Check out this article to get started: Setting up an HRIS Integration
What Happens After a User is Created?
Once a user is invited, they will receive a welcome email to set up their password. Once a User has set up their login credentials and multi-factor authentication, they will be prompted to complete the identity verification process. For more information on KYC see: KYC (Know Your Customer) Verification for Float users.
If a User Has an Existing Float Account with the Same Email Address they will be prompted to either "Accept" or "Decline" an invitation for the new account after logging into their existing Float account.