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.
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 |
✓ |
|||||
Cards |
||||||
|---|---|---|---|---|---|---|
| Permission | Primary Admin | Administrator | Bookkeeper | AP Clerk | Manager | Spender |
|
Create Cards |
✓ |
✓ | ||||
| Submit 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 |
✓ |
|||||
| Accounting Exports | ||||||
|---|---|---|---|---|---|---|
| Permission | Primary Admin | Administrator | Bookkeeper | AP Clerk | Manager | Spender |
|
Manage Accounting Integrations |
✓ |
✓ | ✓ | |||
| Download Statements |
✓ |
✓ | ✓ | |||
| Export Transactions |
✓ |
✓ | ✓ | |||
| Funding | ||||||
|---|---|---|---|---|---|---|
| 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 |
|
Submit Bill Invoices |
✓ |
✓ | ✓ | ✓ | ✓ | |
| Approve Bill Payments |
✓ |
✓ | ✓ | |||
| Schedule and Authorize Bill Payments |
✓ |
✓ | ✓ | |||
| 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!