People are your full or part-time employees, temporary contractors, and any other resource you want to schedule within Float. The Account Owner, Admins, or Managers with access to create and edit people can add people to your Float team.
There are a few different ways to add a person to your team:
Click the + button in the top-right of Float and then Add person.
Click the person icon in the top-left above your team on the Schedule or People page.
Use the keyboard shortcut Shift+E.
The Info tab on a person's profile contains general information about the person.
Role - Every role in use is available from the drop-down for quick assignments.
Department - You can sort and filter the Schedule by department or limit a person's view to one or more departments.
Tags - Tags are a great way to identify individual skills and talents within your team. You can sort and filter any page by a tag.
Type - There are three resource types: employee, contractor, or placeholder. All of them can be excluded from your reporting as needed.
Hourly rate - A person's default rate is applied to any new projects you create. You can also set project-specific rates for your team directly on the project profiles.
Assigning access rights to a person sends them an invitation to join your team and log into Float.
📝Note: The invitation expires after seven days. If the link expires or the invitation email is lost, hit the Resend invite option within the person's profile.
Team members added as People can have access rights as Admins, Managers, or Members. Learn more about access rights and different permissions offered in Float here.
💡 Here's a tip: To update a team member's email address after they've been assigned access, click the X next to their access to remove access rights for their old email address and then edit the email address.
Start and end date - Setting a start or end date reflects the team member’s start and end date with your organization. It's great for onboarding new hires or maintaining a historical record of past team members' work without impacting your reporting.
Public holidays - You can add regional holidays to specific team members. Find out more about assigning holidays to your team.
Notes - The character limit for notes is 1500 characters. The Notes field also supports hyperlinks and can be used to link to outside documents.
The Projects tab is where you can view the projects your team members belong to. Adding a new project to the Assign a project field adds the team member to the project team.
📝Note: Allocating time for this project to the team member directly on the Schedule automatically adds the project to the team member’s project list.
To remove a person from a project, click the X next to the project and confirm. Removing a person from a project will delete all logged and scheduled time for the person on this project.
Set a profile picture so your team can put a face to all the great work you do. Here's how to add a photo to your profile.
If no resend invite link is available in a person's profile, the invitation has already been accepted. If the person has trouble logging in, they can request a password reset.
Guests can view and/or edit in Float, but they don't appear on the Schedule. You can have an unlimited number of guest users for free. Here's how to add a guest.