We offer two types of user accounts for your team members: People and Guests. To access Float, each user needs an access role that determines their view and/or edit permissions.
People
People:
Appear on the team’s Schedule.
Can be assigned to work.
Access to Float is optional.
Require a paid seat, even if they do not log in or access Float directly.
Can be assigned an access role to view and/or edit your team and project information.
Suitable for employees, freelancers, contractors, and placeholders.
Managed on the People page.
You can add people directly on the Schedule or People page, or use a CSV file for a quick import. Once you set up integrations, you can also import them from other tools you use. Optionally, you can assign them access roles and invite them to Float.
Learn more
Learn more about people here.
Guests
Guests:
Do not appear on the team’s Schedule.
Cannot be assigned work.
Free and unlimited; they don't require a paid seat.
Need to be assigned an access role to view and/or edit team and project information.
Ideal for schedulers, team leads, or stakeholders who need oversight, without planning their own work at Float.
Managed in Company settings > Admin > Guests.
Guests can be added in Company settings > Admin > Guests. Adding a guest automatically sends them an invite to access Float.
Learn more
Learn more about guests here.