Businesses are constantly evolving, and that sometimes includes removing former employees from your Float account. Not to worry—Float makes it simple to manage and remove users. Administrators can follow the steps below to easily delete past employees from your account.
Please note: Users imported from your HRIS integration will need to be deactivated on your HRIS system to be removed from Float.
How to Delete a User:
Log in to app.floatfinancial.com
Select "Users" from the left navigation panel
Search for the user you want to delete
Hover over the user in the table > click the 3 vertical dots that appear
Click Delete
You will be prompted to transfer all user account data to another user > select the user you're reassigning to
Click Remove
Deleting Users Apart from Approval and Review Policies
Deleting users who have a role as an Approver or Reviewer in Approval and Review policies will instantly remove them from the approval or review workflow. We highly recommend confirming that your policies are updated to reflect these changes.
Requests that have already been initiated and are pending approval by the deleted user will be reassigned to someone else for approval.
What happens to a user's Transactions and Transaction Reviews when they are deleted?
When a user is deleted, their historical transactions and active virtual cards will be merged under the user selected by the Administrator. Their transactions will no longer require review, and the review status will be "cancelled".
Can I Delete my own Account?
Users are unable to delete their own accounts. If you would like to be off-boarded from Float, please reach out to an administrator to complete the steps above.
If you are the Primary Admin for your Float account and will be leaving the company and/or want to transfer the ownership of the Float account to another user, please follow the steps outlined in this article: Updating the Primary Admin of your Float Account
All account deletions are final and can not be undone.