We offer different access rights for your team to ensure everyone has just the access they need, and each one has its own superpowers designed to help your team stay on track.
Members have read-only access to view their schedules, everyone's schedules, or one or more departments' schedules.
They can be given individual edit access that lets them:
Assign new tasks to themselves for projects they belong to
Edit tasks they've already been assigned
Schedule time off for themselves
Set a status for themselves
Log their hours (if using time tracking)
Sync with Outlook or Google Calendar
📝Note: Members with read-only access can still mark tasks assigned to them as complete.
We've recently combined project and department manager access into a single Manager role—with personalized permissions that clarify who manages what within your team. Managers can now be assigned to manage people or projects individually or both. Additionally, people managers can now approve time off requests for team members who report directly to them.
Project Managers can do everything that Members with edit access can. You can assign them to manage as many projects as you need. They also can:
Create new projects
Edit projects they've been added to via the Team tab
Edit project budgets and employee rates (if granted access)
Invite new Project Managers and Members to join Float (if granted access)
📝Note: They do not have the power to delete projects unless they are the Project Owner.
💡 Here's a tip: Only Admins and the Account Owner can grant a Project Manager access to view project budgets and people rates.
People Managers are in charge of individual people or entire departments. They can view everyone's schedules if granted access or just the people they need. They can:
Schedule and approve time off for people they manage
Set a status for people they manage
Manage logged hours for people they manage
📝Note: They cannot create or edit any projects within Float unless they are given Project Manager access.
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.
📝Note: They do not have access to the billing or integration settings, nor can they close the account.
They have the same rights as Admins but with additional access to manage billing and subscription details. The Billing access right can only be assigned to guest users.
They have unrestricted access to Float. By default, the Account Owner is the person who created the account. Account ownership can be transferred to another person from the Team settings page.
The previous Account Owner will become an Admin after transferring 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.
Their avatar is displayed next to the project on the Manage 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.
📝Note: Members assigned as the Project Owner cannot edit any project details.
You can also bulk update access rights as needed. This is helpful for bigger teams where you need to make multiple changes at once. You can learn more about it here.