Float users can be assigned Roles with different permission sets. Each role can perform different tasks to ensure a balance of access, authority and permission control.
- Primary Admin: Perform all actions, and is the only authorized user for significant changes. A business can have only one primary administrator.
- Administrator: Perform all actions, except select security and business info changes.
- Bookkeeper: Access all transactions and accounting functions, but cannot be issued cards or request spend.
- AP Clerk: Manage and process bill payments, be issued cards and request spend.
- Manager (Professional Plan Only): Manage and view their own and their team's cards, requests and transactions.
- Spender: Request and be issued cards and request reimbursements.
For more information and frequently asked questions on User Roles, please visit: User Roles FAQ
User and Team Management | ||||||
|---|---|---|---|---|---|---|
| Permission | Primary Admin | Administrator | Bookkeeper | AP Clerk | Manager | Spender |
| Create and Delete Users | ✓ | ✓ | ✓ | |||
| Create Teams | ✓ | ✓ | ||||
| Edit Profiles | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Request Primary Admin Change | ✓ | |||||
| Self-Assign a Delegate | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Assign a Delegate for Another User | ✓ | ✓ | ✓ | |||
| Be a Delegate for a User | ✓ | ✓ | ✓ | ✓ | ✓ | |
Cards | ||||||
|---|---|---|---|---|---|---|
| Permission | Primary Admin | Administrator | Bookkeeper | AP Clerk | Manager | Spender |
| Create Cards | ✓ | ✓ | ||||
| Submit Spend Requests | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Approve Spend Requests | ✓ | ✓ | ✓ | |||
| Spend using Float Cards | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Pause Cards | Any | Any | Own | Own + Team's | Own | |
| Unpause Cards Paused by Admin | ✓ | ✓ | ||||
| Unpause Cards Paused by User | Any | Any | Own | Own + Team's | Own | |
| Terminate Cards | ✓ | ✓ | ||||
| Account Management | ||||||
|---|---|---|---|---|---|---|
| Permission | Primary Admin | Administrator | Bookkeeper | AP Clerk | Manager | Spender |
| Create and Edit Policies | ✓ | ✓ | ||||
| Manage Business Notifications | ✓ | ✓ | ||||
| Reporting (Pro Plan) | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Change Billing Address | ✓ | ✓ | ||||
| Reset User MFA | ✓ | ✓ | ||||
| Close Float Account | ✓ | |||||
| Accounting Exports | ||||||
|---|---|---|---|---|---|---|
| Permission | Primary Admin | Administrator | Bookkeeper | AP Clerk | Manager | Spender |
| Manage Accounting Integrations | ✓ | ✓ | ✓ | |||
| Download Statements | ✓ | ✓ | ✓ | |||
| Export Transactions | ✓ | ✓ | ✓ | |||
| Banking | ||||||
|---|---|---|---|---|---|---|
| Permission | Primary Admin | Administrator | Bookkeeper | AP Clerk | Manager | Spender |
| Fund Business Accounts | ✓ | ✓ | ||||
| Connect Bank Account | ✓ | ✓ | ||||
| Change Existing Bank Connections | ✓ | ✓ | ||||
| View Spending Power | ✓ | ✓ | ✓ | |||
Transactions | ||||||
|---|---|---|---|---|---|---|
| Permission | Primary Admin | Administrator | Bookkeeper | AP Clerk | Manager | Spender |
| Attach Receipts | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Edit Transactions For Other Users | ✓ | ✓ | ||||
| Split Transactions | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| View All Transactions | ✓ | ✓ | ✓ | |||
| Reimbursements | ||||||
|---|---|---|---|---|---|---|
| Permission | Primary Admin | Administrator | Bookkeeper | AP Clerk | Manager | Spender |
| Submit Reimbursement Requests | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Approve Reimbursement Requests | ✓ | ✓ | ✓ | |||
| Authorize Fund Releases for Direct Payouts | ✓ | ✓ | ||||
| Export Reimbursements | ✓ | ✓ | ✓ | |||
| Bill Pay | ||||||
|---|---|---|---|---|---|---|
| Permission | Primary Admin | Administrator | Bookkeeper | AP Clerk | Manager | Spender |
| Upload bills to Float | ✓ |
✓ |
✓ |
✓ |
||
| Submit Bill Invoices | ✓ |
✓ |
✓ |
✓ |
||
| Approve Bill Payments | ✓ |
✓ |
|
✓ |
✓ | |
| Schedule Bill Payments | ✓ |
✓ |
✓ |
✓ |
||
| Authorize Funds Release | ✓ |
✓ |
|
|||
| Manage vendors | ✓ |
✓ |
✓ |
✓ |
||
| Choose Bill Pay funding sources | ✓ |
✓ |
✓ |
|
||
| Export Bill Payments | ✓ |
✓ |
✓ |
✓ |
||
| Edit Bill Drafts | ✓ |
✓ |
✓ |
✓ |
||
Looking for a specific action that's not outlined above? Visit help.floatfinancial.com and click "Submit a request" to contact our support team!