For a quick overview, check the Access rights video guide.
Understanding access rights
Float offers flexible access rights to help you tailor visibility and permissions according to your team’s structure and workflows. Setting the appropriate access levels ensures each user has just the right amount of control and visibility. Only users with the assigned access rights can access your team at Float.
Access rights management
Access rights can be managed from different areas, depending on the user type.
People access rights
Access rights for people can be viewed and managed on the People page by the Account Owner, guests with Billing access rights, Admins, and Managers who have permission to add and edit people.
💡 Here's a tip: To quickly view your team’s access rights, go to the People page and click Access to sort team members by their access level.
Access rights for people are set up and updated in the Access tab of each team member's profile.
Access rights bulk-updates
You can bulk update access rights for your team on the People page. This is helpful for bigger teams where multiple changes need to be made at once. Click here to learn more about the bulk updates.
Guests access rights
Access rights for guests can be viewed and managed in the Guests tab of Team settings. This section is available to the Account Owner, users with Billing access rights, and Admins only.
Access rights for guests are set up and updated in the Access tab of each guest's profile.
My access rights
To view your own access rights:
Click your profile icon in the bottom-left corner of the page.
Select Personal settings.
Check the Access field.
Access rights types
Account Owner
The Account Owner has full control of your team at Float. By default, the Account Owner is the person who created the account. They can transfer account ownership to another team member anytime from Team settings > General > Account Owner. There can only be one Account Owner per team.
Account Owners can:
Access and manage all Team settings.
View and edit your team's plan.
Add or remove seats.
View and update payment details.
View the invoice history.
Transfer the account ownership as needed.
Change your team’s name and URL.
Pause or permanently delete your team and all associated data.
Manage team notifications - schedule emails and time-tracking reminders.
Access your team’s API key and manage your team's integrations.
Manage SSO setup, Google Sign-in, and domain restrictions - if on a Pro or Enterprise plan.
Add and edit all team members - both people and guests.
Add and edit all the projects.
Do everything that Admins, Billing guests, Managers, and Members can do.
📝Note: If the current Account Owner is unavailable or no longer has access to your Float team, please have two team Admins contact Float Support to request the ownership change. Once both Admins confirm the new Account Owner, our Support team will assist with the transfer.
Admin
Admins oversee all of the people and projects on your team.
Admin users can access and manage:
The whole team and all the projects.
Team’s working hours and currency.
Time tracking settings - if on a Pro or Enterprise plan.
Guests list.
Tags.
Clients and project codes.
Team's activity log.
Do everything that Managers and Members can do.
📝Note: Admins cannot manage billing, integrations, or close the account.
Billing
Billing access rights can be assigned to the guests only. Billing guests have the same access rights as Admins with additional access to manage billing and subscription details.
📝Note: Billing access rights can only be assigned by the Account Owner.
Manager
Managers have personalized permissions and can manage people, projects, or both.
The Account Owner and the Admins can decide if a Manager can view everyone or a specific department(s).
📝Note: The Log team page mirrors the Schedule, so Managers with permission to see Everyone or specific Department/s can also see the logged time of these users.
Manager permissions
The Account Owner and the Admins can assign additional permission to Managers.
Manager permissions were previously divided between People Manager and Project Manager access rights. Although the updated Manager permissions have since replaced these, any existing permissions set before the update remain unchanged. We've simply reorganized how these permissions are displayed and added new options for cost rates and profitability.
Add and manage Projects, including budgets if viewable
📝Note: This used to be the Project Manager access right. Anyone with Project Manager access rights has been automatically switched to a Manager with Add and manage Projects, including budgets if viewable permission.
Permission to create and manage projects and view budgets of projects they can see. Managers with this access right can add new projects and edit the projects they own or are added to as a Team. They can also modify all the projects with the Managers with ‘manage projects’ permission can edit this project setting enabled. This permission allows them to allocate and log time on these projects.
📝Note: Users with this setting do not have permission to delete projects unless they are the Project Owner.
Add and edit People, including rates if viewable
Permission to add and edit people with Member and Manager access rights and view the rates of people they can see.
Add and approve time off for People they manage
📝Note: This used to be the People Manager access right. Anyone with People Manager access rights has been automatically switched to a Manager with Add and approve time off for People they manage permission.
Permission to schedule and approve time off and set a status for people they manage. Once this permission is selected, the Manages tab appears in the Manager's profile. This is where you can set up people and/or departments they manage.
View Project profitability
Permission to see the bill rates and budgets and/or cost rates in order to see the profitability of the projects.
View bill rates and budgets
Permission to view bill rates of people they can see and budgets of projects they have access to.
View cost rates
Permission to view cost rates of people they can see.
Member
Members have limited permissions and can be configured to:
Can view:
Everyone
Specific department(s)
Themself only
📝Note: The Log team page mirrors the Schedule, so Members with permission to see Everyone or specific Department/s can also see the logged time of these users.
Can edit:
Themself only
No one (read-only)
The Can edit: Themself permission allows Members to:
Assign new allocations to themselves for projects they belong to.
Edit allocations they’ve already been assigned.
Schedule or request time off for themselves.
Set a status for themselves.
Sync their Outlook or Google Calendar events to their Float schedule.
Members with read-only access (Can edit: No One permission) 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.
Request time off for themselves (if using time off approvals).
View reports for the projects they belong to.
📝Note: Members do not have access to view rate and budget information in the reports.
Other permissions
Project Owners
The Project Owner is not a separate access right type. It simply indicates who is responsible for a specific project. Anyone with access to Float—regardless of their access rights—can be assigned as the Project Owner.
📝Note: Members assigned as the Project Owner cannot edit any project details.
The Project Owner's avatar is displayed next to each project on the Projects page. With Only show my projects, each Project Owner can choose to view only the projects they own.
📝Note: If the Project Owner is ever deleted from Float, the Account Owner takes ownership of their projects.
Additional notes
Downloading the access right report is currently not supported.
Access rights cannot be assigned using the CSV import.
We do not currently support bulk-assigning access rights.
The permission to change Project Owners is restricted to the Account Owner and the Admins. Managers can only change the owners of the projects that they currently own.
The Log team page mirrors the Schedule, so users with permission to see Everyone or specific Department/s can also see the logged time of Everyone or specific Department/s.