Float sends notifications to keep you informed and on top of your financial workflows. From card transaction alerts and bill approvals to reimbursement updates and account activity, this article explains how notifications are delivered, what channels are available, and what determines which notifications you receive.
Guide Overview
How Notifications are Delivered
Notification Types: Mandatory vs Optional
How Business Settings Affect What You See
What Determines Which Notifications You Receive
Notification Channels
Float delivers notifications across four channels. The channels available to you depend on which integrations you have set up and what your administrator has enabled for your organization.
Email is the default channel for all notifications. Every user receives notifications via email unless a notification has been turned off at the business level. No additional setup is required.
Slack
Slack notifications are available once you have connected your Float account to Slack. If your Slack connection is ever disconnected, all Slack notifications will be automatically disabled until the connection is restored. See: Connecting Float to Slack and Configuring Notifications
SMS
SMS notifications are available once a phone number has been added to your Float user profile. See: Updating the phone number on a Float user profile
Push
Push notifications are available once you have downloaded the Float mobile app and enabled push notifications on your device. See: Float Mobile App
Please note: Not all channels are available for every notification topic. If a channel toggle does not appear for a specific notification in your settings, that channel is not currently supported for that notification type.
How Notifications Are Delivered
When you have more than one channel enabled for a notification topic, Float delivers the notification to all of your enabled channels at the same time.
For example, if you have Email and Slack both enabled for Bill Approval notifications, you will receive the notification in both places simultaneously.
You can manage which channels you receive each notification on from Settings > User Notifications. See: How to Manage Your User Notification Preferences
Notification Types: Mandatory vs Optional
Float notifications fall into two categories.
1) Mandatory notifications
Some notifications are mandatory and cannot be turned off. These include account and security notifications, such as password resets and new device access, as well as compliance and verification notifications, such as KYC (identity verification) and KYB (business verification). These notifications exist to protect your account and ensure regulatory requirements are met.
You can choose which channel you receive mandatory notifications on, but you cannot disable them.
2) Optional notifications
Most notifications in Float are optional. These cover card activity, reimbursements, bill pay, payments, and other day-to-day workflows. You can turn these on or off and choose which channels receive them from your User Notifications settings.
Whether an optional notification is available to you depends on your administrator's business-level settings.
How Business Settings Affect What You See
Administrators control notification settings for the entire organization from Settings > Business Notification Settings. The state they set for each notification topic determines what you see in your own User Notifications settings.
If a notification is set to Required by your administrator, you will always receive it via Email. The Email toggle for that notification will be active and locked in your settings. You can still enable or disable additional channels, such as Slack, SMS, or Push, for the same notification topic.
If a notification is set to Optional by your administrator, you have full control. You can turn it on or off and choose whichever channels you prefer.
If a notification is set to Off by your administrator, the notification topic will not appear in your User Notifications settings at all, and you will not receive it.
For administrators, a full breakdown of every notification topic and how to configure them is available here:
Business Notification Settings Overview
How to Manage Business Notifications for the Entire Business
What Determines Which Notifications You Receive
The notification topics that appear in your User Notifications settings are determined by two things: your user role and your administrator's business-level settings.
Your role
Float only shows you notifications that are relevant to your role and the products you have access to.
For example, a Spender will not see Bill Pay notification topics, and a user without access to HRIS will not see HRIS User Management notifications. This means two users at the same organization may see a different list of notification topics in their settings.
Your administrator's settings
If your administrator has turned a notification off at the business level, it will not appear in your settings regardless of your role. If you expect to see a notification topic that isn't showing up, contact your Float Administrator to check the business-level settings.