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Team settings

Your team's details and settings

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated over 4 months ago

Team settings is a section within Float that can be accessed by the Account Owner, the Billing users, and the Admins to manage the account.

Depending on the access rights and your team's plan, these users can access the following sections:

Account Owner

Billing

Admin

Plans & billing

General

Notifications

Integrations

Security (Pro & Enterprise only)

Hours & currency

Time tracking (Pro & Enterprise only)

Guests

Time off

Statuses

Tags

Departments

Roles

Clients

Activity

Settings

For a quick overview, check the Setting up your team at Float video guide.


Plans & billing

This is where you can check and modify your team's plan and billing cycle, update the seat count, credit card details, and billing address, and view your past invoices.

General

This is where you can set your team's account owner, review and update your team's name and the URL, and pause or delete your account as needed.

Notifications

This is where you can manage team notifications.

Integrations

This is where you can set up the integrations with Asana, Jira, Teamwork and Trello, learn about connecting your Float team to a Slack channel, and how to get your data using Zapier. This is also where you can generate the API key.

Security

This section is available for users on Pro and Enterprise plans. This is where you can set up and control SSO and Google Sign-in as well as domain restrictions.


Admin settings

For a quick overview, check the Float for Admins video guide.

Hours & currency

This is where you can set up your team's time zone, time format (12/24-hour clock), currency, default work days and work hours, and indicate on what day you want your week to start as well as if you want weekends to show on Schedule or not. Only one default time zone and currency can be set per team.


Time tracking

This section is available for users on Pro and Enterprise plans. This is where you can enable time logging, automatic time logging, and lock logged time.


Guests

This is where you can invite and manage your guests.


Time off

This is where you can enable time off approvals, and set the types of time off as well as the public and team holidays.


Statuses

This is where you can manage the status types that your team uses on the Schedule and set up their default names and colors.


Tags

This is where you can manage the tags you apply to people and projects.


Departments

This is where you can manage the departments and sub-departments you group your team into.


Roles

This is where you can manage Roles for people in your organization.


Clients

This is where you can manage your Clients.


Activity

This is where you can view recent changes. For the Starter plan teams, we store the activity on a rolling 7-day basis. On Pro and Enterprise plans we offer an enhanced 180-day activity feed with additional filters.

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