Only the Primary Administrator, Administrators and Managers can add people to your company’s Float account and assign their roles. You can invite employees, bookkeepers, and contractors who work with your company.
This guide covers who you can invite, the roles available, how to add users, and what happens after they join.
Note: Managers can only add new users to Float who are their direct reports.
For more information on user roles, see:
User roles and access
Float has five predefined user roles:
Administrator
AP Clerk
Bookkeeper
Manager
Spender (most common role)
Each role has its own set of permissions and the most suitable role will give each person the right level of access for your company’s needs.
How to add a new user to Float
Float Administrators and Managers can invite new Users by following these steps:
- Click on the "Users" tab on the left 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.
- 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.
What happens if the invitation email expires?
Administrators will have the option to resend an invitation email by following these steps:
- Log in to app.floatfinancial.com as an Administrator.
- Select "Users" from the left navigation panel
- Search for the user you want to resend the invitation to
- Hover over the user in the table > click the 3 vertical dots that appear
- Click Email KYC Reminder
This will generate a new invitation email link so that the user can log in and complete their sign up.