There are six unique access rights available in Float, and each one has its own superpowers designed to help your team stay on track.
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 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)
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 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 schedule time off or set a status for others, delete projects, or change 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.
Department Managers are in charge of the people in one or more departments in Float. They can view everyone's schedules if granted access, or just the people within their department. 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
Set a status for other people within their departments
Manage their department's logged hours
They do not have the ability to create or edit any projects within Float.
Admins and the Account Owner can see a list of all Department Managers in Float 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. 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 transfered to another person from the Team settings page.
The previous Account Owner will become an Admin after transferring ownership.
📝Note: We're continuously improving Float, so some features may look slightly different than they appear on video.
Set a project owner
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.
Their avatar is displayed next to the project on the Manage page and they can filter by My projects on the Timeline 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.