Float offers different access rights for your team members to ensure everyone has just the access they need. Help your team stay on track by personalizing permissions based on your team’s unique organizational structure and workflows.

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.

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.

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.

You can also decide who they can edit: themself or no one.
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Members with read-only access (Can edit: No One) can:

Members can also be given individual edit access (Can edit: Themself) that lets them:

📝Note: Members do not have access to view rate and budget information in the reports.

Manager access rights offer personalized permissions that clarify who manages what within your team. Managers can be assigned to manage people, projects, or both people and projects. The Account Owner and the Admins can decide if a Manager can view everyone or a specific department(s), or if they have additional permission to create and edit people and/or view everyone's rates and the project budgets.

People Managers are in charge of individual people or entire departments. They can view everyone's schedules if granted access or just the departments they need. They can:

📝Note: People Managers cannot create or edit any projects within Float unless they are given Project Manager access as well.

Only the Account Owner and the Admins can grant a People Manager access to view project budgets and people rates, as well as permission to create and edit people. In the Manages tab of the People Manager's profile, they can set up which departments and/or teammates they are managing.

Project Managers can do everything that Members with edit access can. They also can:

Only the Account Owner and the Admins can grant a Project Manager access to view project budgets and people rates, as well as permission to create and edit people.

📝Note: Project Managers are not necessarily Project Owners. Project Managers do not have the power to delete projects unless they are the Project Owner.

Admins oversee all of the people and projects within Float.

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.

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.

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. 

📝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.

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.

The project owner's avatar is displayed next to the project on the Projects page, and they can filter by My projects to view the projects they own only.

📝Note: If the Project Owner is ever deleted from Float, the Account Owner takes ownership of their projects.

You can bulk update access rights as needed. This is helpful for bigger teams where you need to make multiple changes 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.

Looking for more tips on getting started with access rights? Check out our masterclass on setting up access rights for your Float team.