There are six different access rights available in Float, and each one has unique superpowers designed to help your team stay on track.
You can set your team's access rights from the People page for team members who appear on the Schedule, or from the Guests tab within your Team Settings for guest users.
Members have read-only access to view their own schedule, view everyone's schedules, or view one or more departments' schedules.
They can be given individual edit access, which allows them to:
Schedule new tasks for projects they’re a part of
Edit existing tasks they’ve already been assigned
Schedule time off for themselves
Log their time if time tracking is enabled
Project Managers can do everything that Members with edit access can. They also have the ability to:
Invite new Project Managers and Members to join Float
Create new projects
Edit individual projects they've been added to via the Team tab
Edit project budgets and employee rates (if granted access)
They do not have the power to delete projects or change the Project Owner (unless they are the Project Owner).
💡 Here's a tip: Only Admins or the Account Owner can change the Can Edit field for a Project Manager to "Their projects, budgets & everyone's rates."
Department Managers are in charge of managing the people within one or more departments in Float. They can view everyone's schedules or just the people within their departments.
They have the ability to:
Invite new Department Managers, Project Managers, and Members to join Float
Assign new tasks for people within their departments
Schedule time off for people within their departments
Manage their department's logged hours
They cannot create or edit any projects within Float.
💡 Here's a tip: Admins and the Account Owner can see a list of all Department Managers from the Departments tab within the Team Settings.
Admins oversee all of the people and projects within Float. They also have access to the Team Settings, where they can manage the general account settings, team preferences, clients, departments, time off types, and more.
They do not have access to the billing or integrations settings, nor are they able to close the account.
They have the same rights as Admins, but with additional access to manage billing and subscription details. Billing access rights can only be assigned to guest users.
They have unrestricted access. There can only be one Account Owner, and by default, it is the person who created the account.
The current Account Owner can transfer ownership to another person from the Team Settings page. They will be relegated to an Admin after doing so.
📝Float Note: We're continuously improving Float, so some features may look slightly different than they appear on video.
Set a Project Owner
While not considered an access right, the Project Owner is the person responsible for maintaining an individual project. Anyone with access rights assigned in Float can be set as the Project Owner of a project.
The Project Owner has the ability to edit/delete a project, their avatar is displayed next to the project on the Projects page, and they can filter by "My projects" on the Schedule to view a list of the tasks assigned to the projects they own.
If the Project Owner is ever deleted from Float, the Account Owner takes ownership of their projects.