For a quick overview, check the Access rights video guide.
Float offers different access rights for your team members to ensure everyone has just the access they need. Personalizing permissions based on your team’s unique organizational structure and workflows can help your team stay on track.
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.
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.
Access rights are set up and updated in the Access tab of each team member'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.
Member
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.
📝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.
You can also decide who they Can edit: Themself or No one.
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
Request time off for themselves (if using time off approvals)
View reports for the projects they belong to
Members can also be given individual edit access (Can edit: Themself) that lets them:
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
📝Note: Members do not have access to view rate and budget information in the reports.
Manager
Manager access rights offer personalized permissions that clarify who manages what within your team. Managers can be assigned to 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 these have since been replaced by the updated Manager permissions, 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 All Project Managers have edit rights 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.
Admin
Admins oversee all of the people and projects within Float. They can view and edit the whole team and all the projects.
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.
📝Note: Admins do not have access to the billing or integration settings, nor can they close the account.
Billing
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.
📝Note: Billing access rights can only be assigned by the Account Owner.
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:
Manage all Team settings.
Invite guests with Billing access rights.
Upgrade or downgrade your Float plan.
Access your team’s API key and manage your integrations.
Pause or permanently delete your team and all associated data.
📝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.
📝Note: Members assigned as the Project Owner cannot edit any project details.
The project owner's avatar is displayed next to the project on the Projects page. Each Project Owner can choose to view only projects they own with Only show my projects.
📝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 multiple changes need to be made 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.
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.