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People: set up your team so scheduling, capacity, and reports reflect reality

Add people, set their capacity, and control who can access Float.

Written by Monique Lonardi

People is where you bring your team into Float and set the details that make the rest of it work. Each person’s role, department, availability, and tags power Float’s scheduling suggestions, capacity calculation, and report filters.

This module walks through the resource types you have available and when to use each, and what each access level can see and do. The detail you add at this stage is what your scheduling, capacity, and reports draw on later, so a robust setup today will not show up as a gap in your data down the line.

📘 Want to learn more?
Check the PeopleSmart insights, and Access rights articles.

📺 What’s next: 
With your team set up, the next step is creating your Projects: the second building block that connects your people to the work they are delivering.


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