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Access rights

Customize your team's access rights and permissions

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated over a week ago

Float offers different access rights for your team members to ensure everyone has just the access they need. Help your team stay on track by personalizing permissions based on your team’s unique organizational structure and workflows.

Setting up access rights

Access rights for people can be viewed and managed on the People page by the Account Owner, users with Billing access rights, and Admins, as well as by Managers who have permission to create and edit people.

People page with Access rights displayed.

Access rights for guests can be managed in the Guests tab of Team settings by the Account Owner, users with Billing access rights, and Admins only.

Guests list with access rights displayed.

Access rights are set up and updated in the Access tab of each team member's profile.

Access tab of person's profile.

My access rights

Users with access to the Float account can check their access rights by clicking on their profile icon in the left bottom corner of the page and selecting Personal settings.

Checking your own access rights.


For each teammate with a Member access right, you can decide, who you want them to view on the Schedule: everyone, a specific department(s), or themself only.

Can view setting for a Member.

You can also decide who they can edit: themself or no one.

Can edit access rights for Member.

Members with read-only access (Can edit: No One) can:

  • Mark their own allocations as completed

  • Log their own time on projects they belong to (if using time tracking)

  • Sync their Float schedule to Outlook or Google Calendar

  • View reports for the projects they belong to

Members can also be given individual edit access (Can edit: Themself) that lets them:

📝Note: Members do not have access to view rate and budget information in the reports.


Manager access rights offer personalized permissions that clarify who manages what within your team. Managers can be assigned to manage people, projects, or both people and projects. The Account Owner and the Admins can decide if a Manager can view everyone or a specific department(s), or if they have additional permission to create and edit people and/or view everyone's rates and the project budgets.

Manager access rights settings.

People Manager

People Managers are in charge of individual people or entire departments. They can view everyone's schedules if granted access or just the departments they need. They can:

📝Note: People Managers cannot create or edit any projects within Float unless they are given Project Manager access as well.

People Manager access right

Only the Account Owner and Admins can grant a People Manager access to view project budgets and people rates and permission to create and edit people. They can also set up which departments and/or teammates the People Manager manages.

Setting up manages for the People Manager.

Project Manager

Project Managers can do everything that Members with edit access can. They also can:

  • Edit projects they've been added to

  • Manage allocations and logged time on projects they've been added to

  • Edit project budgets and employee rates (if granted access)

  • Invite new Project Managers and Members to join Float (if granted access)You can assign them to manage as many projects as you need.

Project Manager access rigths.

Only the Account Owner and the Admins can grant a Project Manager access to view project budgets and people rates, as well as permission to create and edit people.

📝Note: Project Managers are not necessarily Project Owners. Project Managers do not have the power to delete projects unless they are the Project Owner.


Admins oversee all of the people and projects within Float.

Admin access rigths

They also have access to the Team settings, where they can manage hours and currency, time tracking settings (if on a Pro or Enterprise plan), guests, time off, statuses, tags, departments, roles, and clients, as well as review the team's activity log.

Admin access to the Team settings.

📝Note: Admins do not have access to the billing or integration settings, nor can they close the account.


Guests with Billing access have the same access rights as Admins but with additional access to manage billing and subscription details. The Billing access right can only be assigned to guest users.

Billing access right for guests.

Account Owner

The Account Owner has unrestricted access to Float. By default, the Account Owner is the person who created the account. They can transfer account ownership to another team member anytime from the General tab within Team settings.

Account Owners can:

Diagram of access rights available in Float - account owner, admins, managers, members.

📝Note: If your current account owner is unavailable or no longer has access to Float, please have two admins on your team reach out to Float support to confirm the change of the account owner. Once the admins have confirmed who the new account owner should be, Float support will assist with transferring the ownership.

Set a project owner

The Project Owner is the person in charge of an individual project. Anyone with access rights assigned in Float can be set as the Project Owner of a project.

📝Note: Members assigned as the Project Owner cannot edit any project details.

Project owner displayed in the project side panel.

The project owner's avatar is displayed next to the project on the Projects page, and they can filter by My projects to view the projects they own only.

My projects displayed to the Project Owner.

📝Note: If the Project Owner is ever deleted from Float, the Account Owner takes ownership of their projects.

Updating access rights in bulk

You can bulk update access rights as needed. This is helpful for bigger teams where you need to make multiple changes at once. Learn more about bulk updates here.

💡 Here's a tip: For a quick overview of your team’s access rights, click Access on the People page to sort your team by access rights.

Additional notes

  • Downloading the access right report is currently not supported.

  • Access rights cannot be assigned using the CSV import.

Looking for more tips on getting started with access rights? Check out our masterclass on setting up access rights for your Float team.

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