People in Float include your full-time and part-time employees, temporary contractors, and any other resources (like placeholders) that you want to schedule.

Anyone with Create people and provide access permission (in the People and access permission group) can add people to your Float account. The Account Owner and users with the default Admin role have this permission by default. Others can be granted this permission as needed.
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There are a few different ways to add a person to your team:

In addition to adding people manually, you can upload your team members using the CSV import.

Trial users can also quickly add people with Add your first team member and Import people on the People page.

The Info tab of a person's profile contains general information about the resource. For Pro and Enterpise users, it also provides insights into experience and industry exposure.

You can sort and filter the Schedule by department or limit a person's view to one or more departments.

​📝Note: A person can only be directly managed by one Manager at a time. If they’re added to another manager’s group (directly or via the Department), they are automatically removed from the previous one.
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The Rates tab shows the role rates assigned to a person and lets you set personal-level rate overrides. Once you assign a role in the Info tab, it appears at the top of the Rates tab alongside the role's cost and bill rates (if set).
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If a person has a role assigned, they inherit the role's rates by default, but you can overwrite them as needed. Learn more about person-level rate overwrites in the Rates article.
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The Access tab defines users' permissions to access your company account. Adding people doesn’t automatically grant them access to Float. Only team members with assigned access roles can access your team's account.
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In the email field, enter the person’s email address. If your team has a domain restriction set, the email must match one of the allowed domains.

Assigning an access role sends a person an invitation to log into Float. There are four default access roles that you can assign to your team members:

Once a person's email address is entered and the access role is assigned, you can send them the invite with Update & invite person.

To assign a role to a person and invite them to Float:

The invitation expires after seven days. If the link expires or the invitation email is lost, you can resend it with Resend invite.

Users with Assign access roles and overrides permission (in the People and access permission group) can customize individual permissions on top of a person's assigned access role.

People with additional permissions show a blue dot next to their name.

📝Note: Assigning someone to a different access role clears the additional permissions on their account.

If a team member's permissions have been edited on the individual level, but you want to reset them to the defaults, you can do it with Actions > Reset to defaults. This removes any additional permissions from the person's default access role.

In the time off tab, you can review or assign time off types that a team member can choose when booking or requesting time off. 

Under Public holidays, you can review or assign a public holiday region for a team member. Public holidays in that region will automatically be treated as non-working days for that person.
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The Projects tab shows all the projects a team member is part of. When you add a project in the Assign a project field, that team member is added to the project’s team.

​📝Note: Allocating time for a project to the team member directly on the Schedule automatically adds the project to the team member’s project list.

To remove a person from a project, click the x next to the project and confirm. Doing so will permanently delete all logged and scheduled time for the person on this project.

In the Manages tab, any user with the Assign direct reports permission (in the People and access permission group) can select which departments and/or people this person manages.

📝Note: If someone is set to manage people, they can view them by default.
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Once the direct reports are set, a person becomes their direct manager and can approve/decline time off requests from the people they manage. 
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​📝Note: The Account Owner and users with the default Admin access role can add and approve time off for all team members, regardless of who is listed in their Manages tab. However, adding people to this tab ensures they receive time off notifications for those individuals.