Float Professional Plan customers can configure Single Sign-On using SAML to allow users to easily authenticate and access Float.
If your business' IdP is not Google, please refer to: Configuring SAML Single Sign-On (SSO) to Float
This setup involves systems outside of Float. If you're not familiar with SAML configuration, we recommend involving a member of your business' IT team.
Configuring Google for SAML SSO to Float
1. Log-in to your Google admin dashboard at admin.google.com
2. Open the sidebar menu > Apps > Web and mobile apps.
3. Click "Add app” > "Add custom SAML app".
4. Name the app "Float Financial". You can use the following image for the app icon:
Click "Continue".
5. On the Google Identity Provider details, choose "Option 1: Download IdP metadata" > Download Metadata".
6. Keep Google Admin open and in a separate browser tab or window, log-in to Float and go to Settings > Security > SAML . Under "Identity Provider Configuration Info", choose "XML file" > Upload XML file > select the IdP metadata file downloaded from Google > "Save Configuration".
7. Scroll to the Service Provider Configuration Info.
As of December 2024, the ACS URL has been updated to reflect Float's new floatfinancial.com domain.
Keep the Float SAML settings page open to these values and switch to the Google Admin tab. Click "Continue" to advance to the "Service Provider Details" page. Copy the ACS URL and Entity ID from the Float SAML settings to the Service Provider Details on Google Admin.
8. Click "Continue to advance to the Attribute mapping page. Under attributes, add the following mappings:
“First Name” -> “given_name”,
“Last Name” -> “family_name”,
Click “Finish”.
9. Return to the Float SAML settings page. Press the “Test” button to test signing in via SAML. This will redirect you to your IdP to sign in.
If the status does not change, then there is an issue with the IdP configuration - please review the configuration steps above.
If the test is successful and your IdP configuration is verified, the status will change to “Tested”.
Toggle "Enable SAML SSO for entire organization".
Going forward when new users are created in your IdP and they use that system to access Float, they'll be created as a Float user with the "Spender" role automatically (an Administrator can change their role after they're created). Users can also be created directly in Float before granting access in your IdP, as long as their email addresses match.
If you have any questions or require assistance, contact us via support@floatfinancial.com