Once Float is connected to Slack, Admins can configure user-specific notifications.
Connect Slack Users to Float
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Navigate to the Users page in Float.
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Locate the "Connect" button in the Slack column:
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Match the Float user to their corresponding Slack user.
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After connecting, users will start receiving Float notifications in Slack.
These include:
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Spend request approvals
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Missing receipt alerts
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Transaction notifications
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How Slack Notifications Affect Other Notification Types
When a user connects their Float account to Slack:
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Transaction, approval, and receipt notifications are sent via Slack instead of email.
If a user adds a phone number to their Float profile or installs the Float mobile app:
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Notifications will then be sent via SMS or mobile push notification instead of Slack.
- To resume receiving notifications via Slack, users must remove the phone number from their user profile and turn off mobile push notifications.