This feature is currently being rolled out across Float. If you don’t see it in your account yet, it will be available to your team in the coming weeks - stay tuned! For more details, see the Access roles FAQ.
Until then, see the Access rights article for how existing permission levels work.
Detailed permissions and their scopes
Can view
Can view controls the people and projects a user can view. Any permissions that work with people and projects below start from this selection.
Additionally, in a person's or guest's Access tab, you can choose the specific department (s) they can view.
Can view: People
Defines which people they can see:
Self - Can view themselves
Managed - If they manage people, they can view them
Project teams - If they can edit projects, they can view the people on the projects they own, and the people on projects they can edit
Assigned to - Can view people on projects that they are assigned to
Own department - can view people in their own departments. Select other departments in the person on guest access tab
All people
Can view: Projects
Defines which projects they see:
Their projects - Can view projects they own, they can edit, they’ve been assigned to, or that have people on them that they manage or that are in departments they can view
All projects
Can view: Financial data
Controls access to financial data, such as bill rates, cost rates, financial budgets, and expenses. Turn on to enable selecting permissions for what a user can access. Toggle off to remove all access to financial data.
Permissions and access
Controls what and/or who users can view and edit. You can toggle each section on or off to revoke all access, or adjust the scope of individual permissions.
Schedule
Manage allocations - Can create, edit, and delete allocations for people they can schedule on the projects they can edit
Create - Can create allocations for people they can schedule on the projects they can edit
People:
- Self - For themselves
- People they can view - Every person they can viewProjects:
- Owned - Projects they own
- Their projects - Projects they own, they can edit, or they've been assigned to
- Projects they can view - Every project they can view
Edit - Can edit allocations for people they can schedule on the projects they can edit
Self - Only their own allocations
Self and on owned projects - Their own allocations, and allocations on projects they own
Self and on their projects - Their own allocations, and allocations on projects they own, they can edit, they've been assigned to
Allocations they can view - Every allocation their people and projects view setting allows them to see
Edit status - Can edit the status of allocations for people they can schedule on the projects they can edit
Self - Only their own allocations
Self and on owned projects - Their own allocations, and allocations on projects they own
Self and on their projects - Their own allocations, and allocations on projects they own, they can edit, they've been assigned to
Allocations they can view - Every allocation their people and projects view setting allows them to see
Delete - Can delete allocations for people they can schedule on the projects they can edit.
Self - Only their own allocations
Self and on owned projects - Their own allocations, and allocations on projects they own
Self and on their projects - Their own allocations, and allocations on projects they own, they can edit, they've been assigned to
Allocations they can view - Every allocation their people and projects view setting allows them to see
Manage time off - Can create, edit, and delete time off, and approve or reject time off requests when time off approvals are on, for people they can schedule on projects they can edit
Create - Can create time off
Self - For themselves
Managed - For people they manage
People they can view - For every person they can view
Edit - Edit time off entries
Self - Only their own time off
Managed - Time off entries for people they manage
Time off they can view - For every person they can view
Delete - Remove time off entries
Self - Only their own time off
Managed - Time off entries for people they manage
Time off they can view - For every person they can view
Approve - Can approve or reject time off requests when time off approvals are on
Managed - Time off entries for people they manage
Time off they can view - For every person they can view
Manage person status - Manages working location statuses (Home, Office, Travel) on the schedule.
Self - Can manage their own status
Managed - Can manage the status of the people they manage
Self and managed - Can manage their own status and the status of people they manage
People they can view - Can manage the status of every person they can view
Manage saved views - Can create, edit, and delete saved views
Create - Can add saved views
Personal - Saved views only they can see
Shared - Saved views everyone in the company can see
Edit - Can edit saved views
Self - Only their own saved views
Owned - Saved views they own
All saved views - Every saved view in the company
Delete - Can delete saved views
Self - Only their own saved views
Owned - Saved views they own
All saved views - Every saved view in the company
People and access
View people page - Can view the People page
Manage people and access - Can add, edit, and delete people and their access
Create people and accounts - Can add new people to the schedule, and can invite people and guests to sign in
Edit people - Can update a person’s details, role, and settings. Archiving someone who has a login account also requires Delete people and remove access, because archiving removes their access.
Edit access - Can edit the names and sign-in email addresses of people and guests before they accept their invite
Self - Can edit their own sign-in and profile details
Everyone with access - Can edit the sign-in and profile details of anyone who can sign in
Assign access roles and overrides - Which access roles they can assign to people and guests in your company. Can customize individual permissions on top of the assigned access role. Can only grant access equal to or lesser than the assigner’s own.
All access roles - every access role in the workspace
Specific default or custom access role/s
Assign direct reports - Can assign people as direct reports to a manager within scope
Delete people and remove access - Can permanently delete people and remove their sign-in access
Manage people's finances - Can view and manage cost rates and bill rates for people they can view
View person cost rates
Add/update
View person bill rates
Add/update
Projects
View projects page - Can view the Projects page
Manage projects - Can create, edit, and delete projects
Create - Can create projects
Edit - Can edit projects
Owned - Projects they own
Their projects - Projects they own and projects they've been assigned to
Projects they can view - Every project they can view
Create clients - Can create new clients from the project side panel.
Manage phases - Can create, edit, and delete phases
Create
Owned - Projects they own
Their projects - Projects they own, they can edit, or they've been assigned to
Project they can view - Every project they can view
Edit
Owned - Phases in projects they own
Phases in their projects - In projects they own, they can edit, or they've been assigned to
Phases they can view - In every project they can view
Delete
Owned - Phases in projects they own
Phases in their projects - In projects they own, they can edit, or they've been assigned to
Phases they can view - In every project they can view
Manage tasks - Can create and edit tasks and override locked task lists.
Create
Owned - In projects they own
Their projects - Projects they own, they can edit, or they've been assigned to
Project they can view - Every project they can view
Edit
Owned - In projects they own
Tasks in their projects - In projects they own, they can edit, or they've been assigned to
Tasks they can view - In every project they can view
Override locked task list - Can add tasks when scheduling or logging time, when the task list is locked.
Owned - Projects they own
Their projects - Projects they own, they can edit, or they've been assigned to
Projects they can view - Every project they can view
Manage milestones - Can add, edit, and delete project milestones.
Owned - Projects they own
Their projects - Projects they own, they can edit, or they've been assigned to
Projects they can view - Every project they can view
Manage estimates - Can add, edit, and delete project estimates in hours. Requires project finance permissions to see financial data.
Delete - Can permanently delete projects
Owned - Projects they own
Projects they can view - Every project they can view
Manage templates - Can create, edit, and delete project templates
Create - Can add new project templates
Edit - Can edit existing project templates
Owned - Project templates they created
Templates they can view - Every project template they can view
Delete - Can delete existing project templates
Owned - Project templates they created
Templates they can view - Every project template they can view
Manage project finances - Can view rate cards and financial budgets. Can create, edit and delete expenses and expense categories.
View rate cards - Can view and use rate cards to set bill rates on projects
View financial budget - Can view financial budget data on projects that have a budget. Requires “View person bill rates” to see finance-based budgets.
Manage expenses - Can create, edit, and delete expenses
Owned - Projects they own
Their projects - Projects they own, they can edit, or they've been assigned to
Projects they can view - Every project they can view
Manage expense categories - Can create, edit, and delete expense categories
Dashboards and reports
People - Can access the people operations dashboard and people reports for the people they can view
People operations dashboard - Can view the People operations dashboard
People reports - Can view people reports
Projects - Can access the project finance dashboard and project reports for the projects they can view
Project finance dashboard - Can view the Project finance dashboard
Projects reports - Can view project reports
Time tracking
View log team page - Can view the Log team page
Manage logged time - Can add, edit, and delete logged times for people and projects they can view
Create - Can add logged time entries
People:
Self - For themselves
People they can view - For every person they can view
Projects:
Owned - Projects they own
Their projects - Projects they own, they can edit, or they've been assigned to
Projects they can view - Every project they can view
Edit - Can edit logged time entries
Self - Only their own logged time
Self and owned projects - Their own logged time and time on projects they own
Self and on their projects - Their own logged time, and logged time on projects they own, they can edit, or they've been assigned to
Logged times they can view - Every logged time entry their view permissions reach
Delete - Delete logged time entries for scoped people and projects
Self - Only their own logged time
Self and owned projects - Their own logged time and time on projects they own
Self and on their projects - Their own logged time, and logged time on projects they own, they can edit, or they've been assigned to
Logged times they can view - Every logged time entry their view permissions reach
Overwrite locked logged time period - Can log, edit, and delete logged time when the time period is locked
Data studio
Configure roles - Can add, edit, and delete roles for the company
Configure clients - Can add, edit, and delete clients for the company
Configure rate cards - Can add, edit, and delete rate cards for the company
Company settings
Manage plans and billing - Can access Company settings for plans and billing, edit the plan and seat count, update billing details, and view invoice history
Manage security - Can access Company settings for security and configure SSO, two-factor authentication, and domain restrictions
Configure access roles - Can access Company settings for access rights, and add, edit, and delete access roles
Configure admin settings - Can access and manage the company admin settings, including work schedule, currencies, time tracking, guests, time off, projects, statuses, tags, departments, activity, and share links.
📝Note: Only the Account Owner can generate the API key, set up integrations, manage company notifications, edit the company name or URL, and delete the company to terminate the subscription.
Permissions of the default access roles
Admin
Section | Permission | Description |
|
Can view | People | Which people they can see. | All people |
Can view | Projects | Which projects they can see. | All projects |
Can view | Financial data | Controls access to financial data. Toggle on to enable selection of permissions that provide access to financial data. Toggle off to revoke all access to financial data. | On |
Schedule | Manage allocations | Can create, edit and delete allocations for people they can schedule on the projects they can edit. | Full access |
Schedule | Manage time offs | Can create, edit, and delete time offs and approve/reject time off requests for people they can schedule on the projects they can edit. | Full access |
Schedule | Manage person status | Manages working location statuses (Home, Office, Travel) on the schedule. | Full access |
Schedule | Manage saved views | Can create, edit and delete saved views. | Full access |
People and access | View people page | Can view the people page. | Full access |
People and access | Manage people and access | Can add, edit, and delete people and their accounts. | Full access |
People and access | Manage people's finances | Can view and manage cost rates and bill rates for people within scope. | Full access |
Projects | View projects page | Can view the projects page. | Full access |
Projects | Manage projects | Can create, edit and delete projects. Note: this also includes a sub-permission for "manage estimates". | Full access |
Projects | Manage templates | Can create, edit, and delete project templates. | Full access |
Projects | Manage project finances | Can view rate cards and financial budgets. Can create, edit and delete expenses and expense categories. | Full access |
Dashboards and reports | People | Can view the people operations dashboard and people reports for the people they can see. | Full access |
Dashboards and reports | Projects | Can view the project finance dashboard and projects reports for the projects they can see. | Full access |
Time tracking | View log team page | Can view the log team page. | Full access |
Time tracking | Manage logged times | Can add, edit and delete logged times for scoped people and projects. | Full access |
Time tracking | Override locked logged time period | Can still log, edit, and delete time entries even when the time period is locked. | Full access |
Data studio | Configure roles | Can add, edit, and delete roles for the company. | Full access |
Data studio | Configure clients | Can add, edit, and delete clients for the company. | Full access |
Data studio | Configure rate cards | Can add, edit, and delete rate cards for the company. | Full access |
Company settings | Manage plans and billing | Can view and edit team’s plan, seat count, billing details and invoice history. | No access |
Company settings | Manage security | Can access security settings, set up SSO, two-factor authentication and domain restrictions. | No access |
Company settings | Configure access roles | Can add, edit, and delete access roles and permissions. | Full access |
Company settings | Configure admin settings | Can access company-wide admin settings including work schedule, currencies, time tracking, guests, time off, projects, statuses, tags, departments, activity, and share links. | Full access |
Learn more about the default Admin's permissions in the Admin access role article.
Resource Manager
Section | Permission | Description |
|
Can view | People | Which people they can see. | All people |
Can view | Projects | Which projects they can see. | Their projects + All non-draft projects |
Can view | Financial data | Controls access to financial data. Toggle on to enable selection of permissions that provide access to financial data. Toggle off to revoke all access to financial data. | Off |
Schedule | Manage allocations | Can create, edit and delete allocations for people they can schedule on the projects they can edit. | Full access |
Schedule | Manage time offs | Can create, edit, and delete time offs and approve/reject time off requests for people they can schedule on the projects they can edit. | Themselves and people they manage |
Schedule | Manage person status | Manages working location statuses (Home, Office, Travel) on the schedule. | Themselves and people they manage |
Schedule | Manage saved views | Can create, edit and delete saved views. | Can create personal & shared views. Can only edit or delete those they've created |
People and access | View people page | Can view the people page. | Full access |
People and access | Manage people and access | Can add, edit, and delete people and their accounts. | Can update account details only for themselves |
People and access | Manage people's finances | Can view and manage cost rates and bill rates for people within scope. | No access |
Projects | View projects page | Can view the projects page. | Full access |
Projects | Manage projects | Can create, edit and delete projects. Note: this also includes a sub-permission for "manage estimates". | Cannot create projects, but can edit projects they're allowed to view. Cannot manage estimates |
Projects | Manage templates | Can create, edit, and delete project templates. | No access |
Projects | Manage project finances | Can view rate cards and financial budgets. Can create, edit and delete expenses and expense categories. | No access |
Dashboards and reports | People | Can view the people operations dashboard and people reports for the people they can see. | Full access |
Dashboards and reports | Projects | Can view the project finance dashboard and projects reports for the projects they can see. | Can view project reports but not the Project finance dashboard |
Time tracking | View log team page | Can view the log team page. | Full access |
Time tracking | Manage logged times | Can add, edit and delete logged times for scoped people and projects. | Self only. Can log time to any project they can see |
Time tracking | Override locked logged time period | Can still log, edit, and delete time entries even when the time period is locked. | Full access |
Data studio | Configure roles | Can add, edit, and delete roles for the company. | No access |
Data studio | Configure clients | Can add, edit, and delete clients for the company. | No access |
Data studio | Configure rate cards | Can add, edit, and delete rate cards for the company. | No access |
Company settings | Manage plans and billing | Can view and edit team’s plan, seat count, billing details and invoice history. | No access |
Company settings | Manage security | Can access security settings, set up SSO, two-factor authentication and domain restrictions. | No access |
Company settings | Configure access roles | Can add, edit, and delete access roles and permissions. | No access |
Company settings | Configure admin settings | Can access company-wide admin settings including work schedule, currencies, time tracking, guests, time off, projects, statuses, tags, departments, activity, and share links. | No access |
Learn more about the default Resource Manager's permissions in the Resource Manager access role article.
Project Manager
Section | Permission | Description |
|
Can view | People | Which people they can see. | Can see themselves, anyone they manage, people on the projects they own or can edit, and people on projects they are assigned to (that they're not the owner of) |
Can view | Projects | Which projects they can see. | Their projects (only) |
Can view | Financial data | Controls access to financial data. Toggle on to enable selection of permissions that provide access to financial data. Toggle off to revoke all access to financial data. | On (with limits) |
Schedule | Manage allocations | Can create, edit and delete allocations for people they can schedule on the projects they can edit. | Can create allocations for people they can view, but can only edit allocations for themselves and people on their projects. |
Schedule | Manage time offs | Can create, edit, and delete time offs and approve/reject time off requests for people they can schedule on the projects they can edit. | Themselves and people they manage |
Schedule | Manage person status | Manages working location statuses (Home, Office, Travel) on the schedule. | Themselves and people they manage |
Schedule | Manage saved views | Can create, edit and delete saved views. | Can create personal & shared views. Can only edit or delete those they've created |
People and access | View people page | Can view the people page. | Full access |
People and access | Manage people and access | Can add, edit, and delete people and their accounts. | Can update account details only for themselves |
People and access | Manage people's finances | Can view and manage cost rates and bill rates for people within scope. | Can view bill rates (rate cards), but not cost rates |
Projects | View projects page | Can view the projects page. | Full access |
Projects | Manage projects | Can create, edit and delete projects. | Can create projects and edit projects they either own or apart of, but can only delete projects that they own |
Projects | Manage templates | Can create, edit, and delete project templates. | Can create project templates, but can only edit and delete those they own |
Projects | Manage project finances | Can view rate cards and financial budgets. Can create, edit and delete expenses and expense categories. | Can view rate cards and financial budgets on all projects they own or are apart of. Can manage expenses, but only for projects they can edit. |
Dashboards and reports | People | Can view the people operations dashboard and people reports for the people they can see. | No access |
Dashboards and reports | Projects | Can view the project finance dashboard and projects reports for the projects they can see. | Can view project reports but not the Project finance dashboard |
Time tracking | View log team page | Can view the log team page. | Full access |
Time tracking | Manage logged times | Can add, edit and delete logged times for scoped people and projects. | Self and anyone on projects they own or are apart of |
Time tracking | Override locked logged time period | Can still log, edit, and delete time entries even when the time period is locked. | Full access |
Data studio | Configure roles | Can add, edit, and delete roles for the company. | No access |
Data studio | Configure clients | Can add, edit, and delete clients for the company. | No access |
Data studio | Configure rate cards | Can add, edit, and delete rate cards for the company. | No access |
Company settings | Manage plans and billing | Can view and edit team’s plan, seat count, billing details and invoice history. | No access |
Company settings | Manage security | Can access security settings, set up SSO, two-factor authentication and domain restrictions. | No access |
Company settings | Configure access roles | Can add, edit, and delete access roles and permissions. | No access |
Company settings | Configure admin settings | Can access company-wide admin settings including work schedule, currencies, time tracking, guests, time off, projects, statuses, tags, departments, activity, and share links. | No access |
Learn more about the default Project Manager's permissions in the Project Manager access role article.
Member
Section | Permission | Description |
|
Can view | People | Which people they can see. | Can see themselves, anyone they manage, and people on projects they own |
Can view | Projects | Which projects they can see. | Their projects only |
Can view | Financial data | Controls access to financial data. Toggle on to enable selection of permissions that provide access to financial data. Toggle off to revoke all access to financial data. | Off |
Schedule | Manage allocations | Can create, edit and delete allocations for people they can schedule on the projects they can edit. | Cannot change anything about the Schedule except for the "allocation status" (tentative/confrimed/completed) of those allocations assigned to them. |
Schedule | Manage time offs | Can create, edit, and delete time offs and approve/reject time off requests for people they can schedule on the projects they can edit. | Themselves and people they manage |
Schedule | Manage person status | Manages working location statuses (Home, Office, Travel) on the schedule. | Themselves and people they manage |
Schedule | Manage saved views | Can create, edit and delete saved views. | Personal saved views only. |
People and access | View people page | Can view the people page. | No access |
People and access | Manage people and access | Can add, edit, and delete people and their accounts. | Can update account details only for themselves |
People and access | Manage people's finances | Can view and manage cost rates and bill rates for people within scope. | No access |
Projects | View projects page | Can view the projects page. | No access |
Projects | Manage projects | Can create, edit and delete projects. Note: this also includes a sub-permission for "manage estimates". | No access |
Projects | Manage templates | Can create, edit, and delete project templates. | No access |
Projects | Manage project finances | Can view rate cards and financial budgets. Can create, edit and delete expenses and expense categories. | No access |
Dashboards and reports | People | Can view the people operations dashboard and people reports for the people they can see. | People report only, data visibility based on "can view" permission scope above |
Dashboards and reports | Projects | Can view the project finance dashboard and projects reports for the projects they can see. | Project report only; data visibility based on the can view permission scope above |
Time tracking | View log team page | Can view the log team page. | Full access |
Time tracking | Manage logged times | Can add, edit and delete logged times for scoped people and projects. | Self only. Can log time only to the projects they're a part of |
Time tracking | Override locked logged time period | Can still log, edit, and delete time entries even when the time period is locked. | No access |
Data studio | Configure roles | Can add, edit, and delete roles for the company. | No access |
Data studio | Configure clients | Can add, edit, and delete clients for the company. | No access |
Data studio | Configure rate cards | Can add, edit, and delete rate cards for the company. | No access |
Company settings | Manage plans and billing | Can view and edit team’s plan, seat count, billing details and invoice history. | No access |
Company settings | Manage security | Can access security settings, set up SSO, two-factor authentication and domain restrictions. | No access |
Company settings | Configure access roles | Can add, edit, and delete access roles and permissions. | No access |
Company settings | Configure admin settings | Can access company-wide admin settings including work schedule, currencies, time tracking, guests, time off, projects, statuses, tags, departments, activity, and share links. | No access |
Learn more about the default Member permissions in the Member access role article.