As an Administrator, you control which notifications your team receives across Float. Business notification settings determine what users can see and configure in their own notification preferences.
For each notification topic, you can choose one of three states: Optional, Required, or Off. Changes take effect immediately and sync to all users in your organization.
Guide Overview
Who can manage business notifications
Understanding notification states
How to update a notification setting
How your settings affect users
Who Can Manage Business Notifications
Only Primary Administrators and Administrators can manage business-level notification settings.
If you're a Manager, AP Clerk, Bookkeeper, or Spender, you can manage your own notification preferences instead. See: How to Manage Your User Notification Preferences
Understanding Notification States
Each notification topic on the Business Notification Settings page has three states. Use the toggles to select the state that applies.
Optional
The notification is available to your team. Users can enable or disable it in their own notification preferences and choose which channels they receive it on (Email, Slack, SMS, or Push).
Use this when the notification is useful but not critical — your team can decide for themselves whether they want it and where.
Required
The notification is mandatory. All users who are eligible to receive it will always receive it via Email. Their Email toggle for this notification will be locked on and cannot be turned off.
Users can still enable additional channels (Slack, SMS, or Push) on top of the required email.
Off
The notification is turned off for your entire organization. It will not appear in any user's notification preferences and no one will receive it.
Before disabling, Float will show you how many users are currently receiving the notification and ask you to confirm. Users who were receiving the notification will be notified that it has been turned off.
Use this to reduce noise for notifications that are not relevant to your business.
Please note: Some notifications are mandatory at the system level — such as Account & Security and Compliance notifications (including password resets and KYC/KYB verification). These cannot be set to Off.
How to Update a Notification Setting
- Log in to Float as an Administrator and go to Settings > Business Notification Settings
- Locate the notification topic you want to update
- Select Optional, Required, or Off using the toggle buttons
- If selecting Off, review the confirmation prompt and confirm your selection
Changes take effect immediately. Users will see the updated state in their notification preferences right away.
Please note: If you are disabling a notification type, a pop-up will appear to confirm that you want to disable the notification for the entire business. Simply click "Disable notification" to confirm.
Managing Common Notifications
To manage one of these notifications for your business, update the matching topic in Business Notification Settings. You can set each topic to Required, Optional or Off.
Card Transaction Alerts
- Missing or Invalid Receipt: the daily "missing expense details" notification
- Card Transaction Confirmation: the notification sent after each card purchase
Daily Digest
- Daily Digest: the daily summary
For every topic and what it controls, see: Business Notification Settings Overview
How Your Settings Affect Users
The state you set at the business level determines what users see when they manage their own notification preferences.
| Business setting | What the user sees |
|---|---|
| Optional | All channel toggles (Email, Slack, SMS, Push) are fully user-controlled |
| Required | Email toggle is locked on with a note: "An Admin has set this notification as Required. Please reach out to an Admin if you require the settings to be updated." Other channels remain user-controlled. |
| Off | The notification topic does not appear in the user's notification preferences at all |
Please note: Administrators see the same locked toggle in their own notification preferences when a topic is Required. To turn it off for yourself, change the topic to Optional in Business Notification Settings, then turn off Email in your personal notification settings.
This change applies to everyone in your business. Once a topic is Optional, other users can also turn it off, so they may stop receiving the notification. If you set the topic back to Required, the notification becomes mandatory again for everyone, including you.
For more on how users manage their individual preferences, see: How to Manage Your User Notification Preferences
For more on how notifications are delivered across channels, see: How Float Notifications Work