Transcript:

Float’s range of access rights provides you control over who sees and who touches, when it comes to your team schedule.

When starting out, consider adding people without inviting them. It’s a great way to get familiar with the Float interface before others join in.

When you’re ready, start inviting your team by selecting an access type. There are four types of access, each with a varying degree of super-powers:

  • Member
  • Observer
  • Project Manager
  • Admin

A Member can sign in to view their schedule, and theirs only. Think of it like a single-person view of the regular schedule. Like with the regular schedule, they’ll receive live updates as they’re happening.

Observers have read-only access across the account. Unable to make any additions or edits this may be the perfect choice for your boss! 

You can limit their view further to a single department if you prefer, ensuring that they only see people included and added to the department.

Project Managers, like the name suggests, are for team members that schedule projects. They’re free to create new projects, add people, and assign tasks for their projects. However, they’re unable to edit other projects and their related tasks.

Admins have all the control, with full read and write access, free to create, update and delete any person or project.

If you created the account, you’re automatically assigned as the Account Owner. Like an Admin, you have full read and write access, with additional access to account, plan and billing information. 

There’s only one Account Owner, and you can reassign this power to another team member from Account Settings.

For team members who need to access the account (but not appear in the schedule), we offer a Guests feature. You can have an unlimited number of guest users in Float—for free! 

To add Guests, head over to the Guests page in Account settings, select the Invite button, and fill in their name and email. 

Ready to start inviting your team? 

Get started today with Float.

Float’s range of access rights provides you control over who sees and who touches, when it comes to your team schedule.

When starting out, consider adding people without inviting them. It’s a great way to get familiar with the Float interface before others join in.

When you’re ready, start inviting your team by selecting an access type. There are four types of access, each with a varying degree of super-powers:

  • Member
  • Observer
  • Project Manager
  • Admin

A Member can sign in to view their schedule, and theirs only. Think of it like a single-person view of the regular schedule. Like with the regular schedule, they’ll receive live updates as they’re happening.

Observers’ have read-only access across the account. Unable to make any additions or edits this may be the perfect choice for your boss! 

You can limit their view further to a single department if you prefer, ensuring that they only see people included and added to the department.

Project Managers, like the name suggests, are for team members that schedule projects. They’re free to create new projects, add people, and assign tasks for their projects. However they’re unable to edit other projects and their related tasks.

Admin’s have all the control, with full read and write access, free to create, update and delete any person or project.

If you created the account, you’re automatically assigned as the Account Owner. Like an Admin, you have full read and write access, with additional access to account, plan and billing information. 

There’s only one Account Owner, and you can reassign this power to another team member from Account Settings.

For team members who need to access the account (but not appear in the schedule), we offer a Guests feature. You can have an unlimited number of guest users in Float—for free! 

To add Guests, head over to the Guests page in Account settings, select the Invite button, and fill in their name and email. 

Ready to start inviting your team? 

Get started today with Float.

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