Once Float is connected to Slack, Admins can configure user-specific notifications.
Connect Slack Users to Float
Navigate to the Users page in Float.
Locate the "Connect" button in the Slack column:
Match the Float user to their corresponding Slack user.
Once each user is matched, they will need to type the action /float-link anywhere in their Slack account (please ensure the forward slash " / " is included)
For example, create a DM to yourself and type and send /float-link as a DM
Once this is complete, proceed to the steps below
Log in to app.floatfinancial.com
Click Settings > Personal Notifications Settings
Toggle on Slack notifications for the notifications you want to receive via Slack
After connecting, users will start receiving Float notifications in Slack.
These include:
Spend request approvals
Bill Pay approvals
Missing receipt alerts
Transaction notifications